
About Company
22 One Advisors is a boutique comprehensive financial planning firm based in Dallas, Texas, affiliated with Northwestern Mutual. The firm is dedicated to helping clients and their families achieve lasting financial success by connecting their financial goals with their personal values and legacy. 22 One Advisors emphasizes understanding the purpose behind wealth, focusing on legacy planning, multigenerational guidance, and strategic giving. Their services include financial planning, employee benefits planning, retirement planning, wealth management, fee-based planning, business succession planning, and charitable giving. The firm aims to provide thoughtful, personalized advice that aligns with clients' values and long-term vision, helping them turn wealth into lasting impact. The company operates with a team of experienced advisors and serves clients primarily in the Dallas area.
Service Category
Area Served
Contact Info
Address
5420 Lyndon B Johnson Fwy # 1300, Dallas, TX 75240
- Phone Number(972) 663-7270
- Website http://www.22oneadvisors.com
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