JL
Jennifer Livingstone
Director Of Client Services at Tannery
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Work Experience
Director Of Client Services
Jan 2019 - Present · 5 years and 11 months
Company Details
2-10 Employees
TANNERY COMPANY - YOUR SINGLE TRUSTED SOURCE FOR TAX, ACCOUNTING, AND WEALTH MANAGEMENT Timely advice delivered through modern, tech-savvy services to give you financial peace of mind TAX ADVISORY SERVICES - Navigate complex tax laws with help from our tax services. Minimize your liability and manage your net worth. BOOKKEEPING & ACCOUNTING - Manage your business more efficiently with timely accounting. Our cloud technology saves you time, hassle, and money. Allowing you to save time and energy and focus on what you love and what makes you money WEALTH MANAGEMENT - Grow your net worth through our wealth management expertise. Build your future with experienced advice and a customized portfolio. Enjoy simple, straightforward plans and 24/7/365 access to everything Member FINRA & SIPC. Tannery & Company and IFG are unaffiliated entities. Licensed to sell securities in the following states: AR, AZ, CA, FL, KS, NC, NY, OK, TN, TX , VA, WI The information provided herein has been obtained from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate, complete, or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third-party website, you are leaving our site and assume total responsibility for your use or activity on the third-party sites. Visit our website: www.tannerywealth.com, or give us a call at 214-239-4700.
Year Founded
2001
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
740 E Campbell Rd Suite 120 Richardson, Texas 75081, US
Keywords
Wealth ManagementWomen in Transitio401(k) SimplifieFinancial PlanningEnhanced Wealth ServicesccountingTaxXEROCFO ServicesCloud Accounting
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