Business Hours
Monday 8:30am - 4:00pm
Tuesday 8:30am - 4:00pm
Wednesday 8:30am - 4:00pm
Thursday 8:30am - 4:00pm
Friday 8:30am - 4:00pm
Year Established
2020
Fontana Financial Planning
Listed In: Financial Planning
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.… 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. Read more
Fontana Financial Planning
12240 Inwood Road, Suite 450, Dallas, TX
12240 Inwood Road, Suite 450, Dallas, TX