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Ledesma Capital
金融服务
Dallas,Texas 58 位关注者
A Financial Advisory Firm Assisting You In Reaching Your Financial Goals Through Trust, Integrity, and Holistic Planning
关于我们
At Ledesma Capital, we are the heart of your financial journey. Our boutique, high-touch approach ensures personalized service that revolves around you. We’re able to maintain this client-first experience while offering the resources of a much larger firm. Bluecrest Wealth Management serves as our back-office support, while also connecting us to a network of strategic partners with various specialties to address your unique financial needs. On a broader scale, MMLIS (MassMutual) provides access to advanced strategies, including trust services, private equity offerings, retirement planning, investment management, estate planning, tax strategies, insurance solutions, business succession planning, annuities, executive compensation planning, and risk management. With Ledesma Capital, you benefit from boutique service with the strength and expertise of a national platform behind you. We bring the best of both worlds to the table—tailored solutions with the backing of extensive resources and specialized expertise.
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Dallas,Texas
- 类型
- 私人持股
- 创立
- 2020
地点
-
主要
14241 Dallas Pkwy
1200
US,Texas,Dallas,75254