Roshan Ajanee - Raymond James
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Ajanee Wealth Management, located in Carrollton, TX, offers specialized financial guidance tailored to a diverse clientele, including physicians, dentists, business owners, and IT professionals. With a focus on personalized wealth management strategies, the team at Ajanee Wealth Management provides proactive and individualized financial planning services to address the unique needs of each client.
Led by Roshan Ajanee and Allison Odenthal, the firm emphasizes the importance of building trust and fostering long-term relationships with clients. From managing personal wealth to navigating professional risks, Ajanee Wealth Management provides insightful financial counsel and comprehensive services to help clients achieve their financial goals and aspirations.
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