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The DRL Group
Katy, Harris

Financing specialist
 : 
The DRL Group

Katy, Harris

Prices

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About The DRL Group
Professional experience
The DRL Group: Fixed Income Specialists The DRL Group is a team of experienced professionals specializing in fixed income trading and investment strategies. With a focus on helping clients choose the best yielding fixed income products based on their specific investment parameters, we provide personalized solutions to meet their financial goals. Led by David Loesch, who has been in the industry since 1994, our team brings a wealth of knowledge and expertise in all areas of the bond markets. From defaulted issues to tax-free bonds, we cover a wide range of options to ensure our clients have access to a diverse portfolio. Retirement planning is one of our key areas of expertise. We understand the importance of qualified-retirement plans and Social Security benefits in securing a comfortable future. Our team is here to guide clients through the complexities of retirement planning, offering strategic advice and solutions tailored to their unique needs. When it comes to tax planning, The DRL Group has you covered. We specialize in acquiring bonds from dealers and allocating them into retail accounts, helping clients minimize their tax liabilities while maximizing their returns. Whether it's 401(k) planning, 403(b) planning, or other tax strategies, we provide comprehensive guidance to optimize our clients' financial well-being. At The DRL Group, we value our clients' trust and strive to build long-lasting relationships based on transparency and personalized service. We are committed to staying up-to-date with the latest trends and market insights, ensuring our clients have access to the most relevant and profitable investment opportunities. Located at 605-B Park Grove Dr. Katy, TX, our team is readily available to provide consultations and answer any questions you may have. Contact us today at (*information hidden*or *information hidden* to schedule a consultation and discover how The DRL Group can help you achieve your financial goals. Remember, financial planning is a journey, and we are here to guide you every step of the way. Let The DRL Group be your trusted partner in maximizing your fixed income investments and securing a prosperous future.

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Location

Katy, Harris (77450)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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