Ribbon Cutting for Efficient Wealth Management

Melissa Rascon & Paul Carroll @ Ribbon Cutting for EWM

Melissa Rascon was gracious to attend the ribbon cutting of one our firm’s partners Paul Carroll and his great staff with Efficient Wealth Management.  We are very proud of their continued success and the great service they provide to their clients.

Efficient Wealth Management is an independent, fee-only wealth management advisor firm located in The Woodlands, Texas.

Their mission is to provide a consultative wealth management solution that goes beyond investment consulting to include the advanced planning needs of their clients

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