Nguyen Wealth Planning — Harlingen, Texas
Robert Nguyen
Financial advisor helping RGV families plan retirement and small owners manage cash flow and growth.
About the Business
Financial advisor helping RGV families plan retirement and small owners manage cash flow and growth.
Who I Help
Pre-retirees and business owners who want a written plan, not just a product pitch.
My Ideal Referral
A business owner hitting $250k+ revenue who has no retirement plan, or a couple 5-10 years from retirement.
I Can Refer
CPAs, estate attorneys, and insurance agents I coordinate plans with.
Service Area
Harlingen, Brownsville, McAllen
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