Addison Financial & Tax Services - "A Partnership That Exceeds Your Financial Expectations"
Financial & Budget Consultations

Our Financial Analyst at Addison Financial Services advises clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies. Please let us know your needs of interest and we will construct a package especially for you!!!


 : Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis. Contact clients periodically to determine if there have been changes in their financial status. Obtained education in Statistics •    Finance •    Economics •    Mathematics •    Accounts •    Business administration
Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis. Contact clients periodically to determine if there have been changes in their financial status. Obtained education in Statistics • Finance • Economics • Mathematics • Accounts • Business administration