CP
Cerity Partners
Cerity Partners: Vertrauenswürdige finanzielle Beratung für Wachstum und Sicherheit.
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Business
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Cerity Partners: Vertrauenswürdige finanzielle Beratung für Wachstum und Sicherheit.
Cerity Partners ist ein Finanz- und Beratungsunternehmen mit Sitz in Arlington, TX, 2015 E Lamar Blvd #200. Das Unternehmen bietet professionelle Finanzberatung und strategische Beratung für Privatpersonen und Unternehmen, die Klarheit bei Planung, Budgetierung und Wachstum suchen. Eine lokale Anlaufstelle in Arlington für verantwortungsbewusste finanzielle Entscheidungen.
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Maßgeschneiderte Strategien für Vermögensverwaltung, Ruhestand und persönliche Finanzziele.
Fachkundige Beratung zu Abläufen in der Zahnarztpraxis, Personalplanung und Kostensenkungsmaßnahmen.
Genaue Bewertungen für Praxisankäufe, Praxisverkäufe und Finanzplanung.
Umfassende Pläne, um kurzfristige Bedürfnisse mit zukünftigen finanziellen Zielen in Einklang zu bringen.
Laufende Unterstützung für Praxisfinanzen, Budgetierung und Wachstumsstrategien.
Gesamtbewertung
Aesthetica Contemporary Dentistry
As our successful, established dental practice grew and evolved over the years, it became apparent that we needed to seek the guidance of a financial planner. It was crucial that we find a professional that was not only attentive to the fine details of personal and practice finances/assets, but also exuded an energetic, positive, and vibrant personality. After meeting Wendy Kelly, CFP at Paladini Financial Management, we never looked back! We've been working with her for years now, and have recommended her to other practices as well. Wendy has a financial plan for every aspect of life, and makes it so simple for us not only run our practice, but to thrive personally as well. She makes herself available for questions any time. We enthusiastically recommend Wendy Kelly!
Whitney Clifford
We’ve been working with Paladini Financial Management for a few years now and have had a great experience! Wendy is knowledgeable, genuine, prepared, and such a joy to work with! She gives great advice that includes several different options. She is responsive, trustworthy and a breath of fresh air! I highly recommend Paladini!
Melvin and CA Washington
We have worked with Paladini over the last few years and it's been an amazing experience! Wendy has become a trusted advisor and constantly provides valuable insight, cost savings, and planning strategies that make a meaningful difference. We highly recommend and spread the word whenever someone is looking for a partnership that balances both reaching short-term goals while achieving long-term goals.
Matt Wilkinson
I have entrusted my practice and personal finances with Paladini Financial Management since 2014. I could not imagine working with anyone else. I had a very bad impression of financial planners after leaving Cain & Watters and they completely turned me around. I completely trust their advice and they have helped me achieve things I could not have done on my own. Wendy Kelly has been invaluable with her advice and a variety of topics ranging from personal finance, to practice administration and even staffing issues. My practice and personal finances are stronger and healthier because of her. The combined experience and knowledge of everyone at Paladini Financial Management is amazing. If you are looking for a financial planning firm that will go above and beyond, look no further.
Alana Macalik
Wendy with Paladini financial has been so great and supportive of me and my dental business!! I’ve been working with her since I bought my dental practice four years ago and she has been like a friend to me and a trusted advisor. She helps me stay in top of all things financial for the office and my personal financial planning as well. When I purchased the practice, I also worked with Johnny to provide a valuation to see if I should purchase this practice. All my experiences have been positive with them, and I never hesitate to call and ask them for advise... even on non-financial things as they have such a great resource to draw from with clients all over the country (I asked for advice on where to get marketing help and IT support).
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