New Address:
5005 Lyndon B Johnson Fwy
Suite 1700
Dallas, TX 75244
From Friday, December 15th to Wednesday, December 20th, we will be fully operational and available to assist you via phone, email, and virtual meetings. However, please note that during this transition period, we will not be available for in-person meetings as we move and settle into our new office.
We understand that you may have questions about the move, and we are here to assist you every step of the way. Our phone numbers and email addresses will remain unchanged, ensuring you can reach us easily. Rest assured, our dedication to meeting your financial needs remains our top priority.
Please update your records with our new address, effective December 15th, 2023, to avoid any disruptions in communication. We’ll also send additional reminders of our new address as you schedule meetings with us over the next few months.
Our team looks forward to welcoming you to our new office!
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