Iconic Wealth Group

Joseph Giangiulio, CPA/PFS, CFP, based in Dallas, TX, is dedicated to providing personalized financial services, emphasizing the importance of data-driven decision-making and educational equity. With a focus on high-dosage tutoring and individualized support, the firm aims to enhance literacy education and ensure that every student has access to the resources they need to succeed. Celebrating over 25 years of impact, the organization has delivered millions of direct tutoring sessions, leveraging research-backed literacy programs to foster collaborative community-driven solutions. Their commitment to educational equity ensures that all students, regardless of their background, receive the quality education they deserve. Generated from their business information

Atlas Wealth Advisors, located in Dallas, TX, specializes in retirement planning, investment management, and tax planning, helping families secure their financial futures without the stress of uncertainty. Their team focuses on creating customized financial strategies that evolve with individual goals, ensuring clients can enjoy their retirement while minimizing taxes and optimizing income. Comprised of retirement planning experts, Atlas Wealth Advisors positions itself as clients' personal CFOs, providing comprehensive support in financial matters. They emphasize the importance of a tailored approach, combining thorough analysis and proactive strategies to address both investment risks and tax efficiency. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Dallas, TX area, Grant S Clay will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.