Parkshore Wealth Management has opened it second office in Dallas-Fort Worth area, Texas.
The new Texas branch of the firm will be managed by its vice president, Daniel Andersen, while the firm’s president, Harold Anderson will be based at California headquarters.
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Commenting on the opening of the new office, Daniel Andersen said: "Expanding to the Dallas-Fort Worth area is an exciting step forward for us. We’ve been successfully delivering customized financial planning services to clients in California for many years, and our new office in Southlake will allow us to bring those services to residents of Texas as well."
Parkshore Wealth Management specializes in designing financial plans for their clients’ complex financial problems.
The firm offers personal financial planning, tax planning and preparation, cash flow planning and management, retirement, tax and estate planning strategies, and other services to people who are committed to making smart financial choices.
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