RD's Tax & Financial Strategies |
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Lena DuitzOwner / Office Manager / Electronic Filing Coordinator
Phone: 408.879.9181 Lena Duitz is co-owner and directly supervises all back office adminstrative staff, as well as functions as the Office Manager. She coordinates and processes all electronic filing, and oversees the day to day function of RD's Tax & Financial Strategies. Certifications/Licenses: - CA Department of Insurance: License #0C73184 
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3190 S. Bascom Avenue Phone: 408.879.9181 |
RD's Tax & Financial Strategies | 3190 S. Bascom Avenue, Suite 205 | San Jose, CA 95124
Robert Duitz is a registered representative registered to transact business with clients in the following states: AL, AK, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, MD, MA, MI, MS, MO, NV, NY, NC, OR, PA, TX, UT, VA, WA, WI. Robert Duitz is advisory licensed in California and Maryland. Robert Duitz is also an insurance agent licensed in California, CA Insurance License #OC73185. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet.
RD's Tax & Financial Strategies is not a registered broker/dealer or independent investment advisory firm.
Securities offered through H.D. Vest Investment Securitiessm, Member: SIPC | Advisory services are offered through H.D. Vest Advisory Servicessm, non-bank subsidiaries of Wells Fargo & Company, 6333 North State Hwy 161, Fourth Floor | Irving, TX 75038 | Ph: 972.870.6000 | Investment and Insurance Products: Are not insured by the FDIC or any federal government agency. Are not deposits of or guaranteed by the bank or any bank affiliate. May lose Value.