Katherine L. Maxwell,  CFP<sup>&reg;</sup> - Financial Advisor

Katherine L. Maxwell, CFP®

President

Maxwell Financial Services, Inc.

4027 Rosser Square
Dallas, TX 75244
(972) 991-7887 CONNECT WITH Katherine
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General

Katherine Maxwell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Maxwell Financial Services, Inc. in Dallas, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Advisor in Philanthropy® (CAP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement, Long-term Care, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources