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We help our clients pursue their wealth management goals through careful advice. We offer our customized wealth management solutions to wealthy individuals and families, family offices, charitable gift programs, endowments and foundations. Call us at 972-386-6639 to schedule a personal wealth review.
          

Applications

To get started, please email your application and declaration page from last year. and send them to admin@universalfg.com or fax it to 214.853.5846. If you have any questions, please me at 469.222.2009.

We can usually provide a indicational quote from this information.

 

Insurance applications are a download away


To get started, please call us at 469-222-2009 or email us at admin@universalfg.com

To Download a Professional Liability Application, press    

Professional Liability Application





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