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Farzad Financial Services

Durham, United States (US) · Finance and Banking

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Data quality

Complete · Accuracy

Last verified

May 2026

Farzad Financial Services is a Finance and Banking company based in Durham, United States (US), with 2-10 employees. Farzad Financial Services's profile is verified on Enterprise League.

Overview

Farzad Financial Services is a Durham, North Carolina-based financial services firm specializing in wealth management and investment strategies.

We provide comprehensive financial solutions tailored to individual and family needs, focusing on growth, protection, and conservation of assets. Our experienced team delivers personalized service and expert guidance to help clients achieve their long-term financial goals.

Farzad Financial Services distinguishes itself through a commitment to building strong, lasting relationships and a proactive approach to financial planning. We offer a full suite of services, including retirement planning, estate planning, investment management, and tax optimization, all designed to safeguard and grow your wealth. We are dedicated to helping you navigate the complexities of the financial landscape and build a secure future.
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Contact Details

info@farzadfinancial.com

Durham, United States (US)

Employees

2-10

Categories

Portfolio Management
Wealth Management
Asset Management

Awards

• 2026 OpenSee all

Services

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Retirement Planning
Asset Management

We assist clients in developing and implementing robust retirement plans, ensuring they have the resources necessary to enjoy a comfortable and secure retirement. Our services include retirement income projections, asset allocation strategies, and tax-efficient withdrawal planning.

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