About
Fontana Financial Planning in Dallas, TX, led by Patrick Fontana, CFP and Michael Dunham, CFP, offers specialized tax, charitable, estate, and retirement planning. Our approach focuses on simplifying financial complexities, emphasizing personalized service with Raymond James' leading technology. Catering to clients with $1M+ in assets, we prioritize smart investing and tax efficiency. Serving both local and out-of-state clients, we're committed to your financial success.
Services
Estate Planning
Retirement Planning
Charitable Planning
Tax Planning
Investment Planning
Contact
Current Hours
- Sun CLOSED
- Mon 8:30 AM - 4:00 PM
- Tue 8:30 AM - 4:00 PM
- Wed 8:30 AM - 4:00 PM
- Thu 8:30 AM - 4:00 PM
- Fri 8:30 AM - 4:00 PM
- Sat CLOSED
-
Thu 8:30 AM - 4:00 PMOPEN NOW
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Detailed Information
- Location Typeunknown
- Opening Date2020-01-01
- Annual Revenue Estimateunknown
- SIC Code show
- Employeesunknown