ELDERS FINANCIAL LLC
Receive Best Rates & Pay Less Tax
Roth IRA Bettter Business Bureau A+ Rated
20+ Yrs
Serving the Metroplex
Member Dallas/North Texas Better Business Bureau
David Winer is the President and principal planner at Elders Financial LLC. David entered the field of financial services in 1988. He has an undergraduate degree in Sociology and an MBA in Marketing and Finance.
David has more than 21 years insurance, 15 years retirement planning, and seven years securities experience. He completed Certified Financial Planning courses at PDI Institute, Dallas, Texas.
Since 1994, David has focused on providing a financially conservative, reduced risk approach to his clients. Emphasis is given to investment safety, liquidity, and potential tax reduction. David was born and raised in Wisconsin, and has made his home in Plano, Texas with wife and family since 1981.
1-866-300-0659
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Non-Email Contact
Elders
Financial LLC
Email Contact
Non-Email Contact
Elders
Financial LLC
Email Address:
davidwiner@aol.com
Mail Address:
4125 Stanton Blvd
Plano, TX 75093
4125 Stanton Blvd
Plano, TX 75093
FREE ROTH IRA CONVERSION ANALYSIS!
The decision to purchase or convert to a Roth IRA is based on four factors:
The decision to purchase or convert to a Roth IRA is based on four factors:
- Age
- Tax Bracket
- Yield Expectation
- Purpose for the Funds
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