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Venkatesh Kurvari Financial Professional,

5215 North O'Connor Road, Irving, TX 75062View on Map


Hi I am Venkatesh Kurvari, PhD available in Irving, IX. As a Financial Professional, I help individuals, couples and families meet their financial needs for the long term. I take this mission very seriously and work closely with my clients in order to recommend the products and services to achieve their unique goals. I have the skills, knowledge and experience to help you match your investment portfolio goals with your risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help protect your assets. For more details contact me.

Basic Details

  • Financial Planning
  • Retirement Planning, Financial Planning, Tax Preparation Services
    Retirement Planning, Financial Planning, Tax Preparation Services, Personal Tax Planning, Business Tax Planning, Estate Planning, Financial statement Analysis, Business Succession Planning
    ... Read MoreRead Less
  • 0 - 5 Years
  • 5215 North O'Connor Road
  • By Appointment