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Dargatz & Company, LLC

 
17300 North Dallas Parkway Suite 2065
Dallas, TX 75248
(214) 702-6847
investment bank
www.dargatzandcompany.com
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Today: 8:00 AM to 5:00 PM
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Dargatz & Company, LLC is a Texas-based independent firm serving a select group of individuals, families, business owners and non-profits both locally and around the country. The firm's mission is to become a trusted partner to our clients by leveraging our professional's passion, expertise and experience as we help them pursue their vision of financial success. Jeff has been serving clients for over 18 years. He focuses his attention in the areas of comprehensive financial planning, asset management and advising clients regarding charitable strategies.
Mon 8:00 AM to 5:00 PM
Tue 8:00 AM to 5:00 PM
Wed 8:00 AM to 5:00 PM
Thu 8:00 AM to 5:00 PM
Fri 8:00 AM to 5:00 PM
Sat Closed
Sun Closed

Products and Services

Retirement Plans
Tax Planning Strategies
401(k) and 403(b) Planning
College Planning
Estate Planning
Money Purchasing Plans
Profit Sharing Plans

Bonds, Common Stock, Coverdell Educational Savings Account, Traditional IRA, Roth, SEP, and Simple IRAs, Brokerage Accounts, Treasury Bills and Notes, Government Securities, Variable Annuities, Disability Income Insurance, Life Insurance, Long-Term-Care Insurance

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