Keywords: establishment,finance,point_of_interest

Cornerstone Wealth Group - McKinney (TX)

Address: 🏡 175 Ridge Rd STE 400, McKinney, TX 75071
Phone : +1 (817) 677-9901

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJz32d5NP1ZEwRQIpVWXFUI0c

Others Near McKinney,TX

Krishna Wealth Planning - McKinney
Julie McDonough: My husband and I have been working with Neil for over a year. We are very pleased with the establishment of a financial plan that fits our current needs and future growth. We have 24/7 access to our portfolio to see growth, projections, and so much more. In addition, Neil is very prompt with his responses to our questions and concerns. Neil’s approach to financial planning is straightforward and he is very attentive to details. He takes the time to know our personal details and engage in meaningful discussion. He provides many scenarios and works with us to make the decisions that are right for us. We enjoy the monthly status updates and timely articles relevant to financial planning and investing that we receive. In addition, Neil meets with us quarterly to discuss our portfolio and provide opportunities to make changes and update our plan. We highly recommend Neil and his firm, Krishna Wealth Planning.
Cole Wealth Management - McKinney
Mary Boyd: Jared Cole gave us great advice on how to save and prepare for our childrens colleges & futures. He is more concerned with your investments and well-being versus just closing a deal, which is proven by the longevity of their business.
First Premier Financial -
Sabrina Smith: I cannot get good customer service! I paid off my settlement wad told I would need to wait 30 days for it to close out after numerous calls saying others wise. Now I see today I am being charged an annual fee and my settlement has not closed out. I paid as agreed upon. Everyone including "supervisors" have gave me the run around. And tonight I find this on my account that should be closed settled for a lesser amount. The customer service line is of no assistance.
Dusti Calander - Private Wealth Advisor, Ameriprise Financial Services, LLC - McKinney
Dusti Calander - Private Wealth Advisor, Ameriprise Financial Services, LLC
Northwestern Mutual - McKinney
Southwest Financial Group - McKinney
Messenger Financial - McKinney
Service Loans - McKinney
bunny garza: Tasha and Jocelyn are always my go to for some quick cash. Always professional and super helpful!
Prosper Financial Services - Prosper
Bryan Thissen: I’ve known Garrett for many years, and what started as a personal connection has grown into a trusted professional relationship. He was my financial advisor when I lived in California, and I was thrilled to learn that he moved to Texas so I could continue working with him here. Garrett is knowledgeable, dependable, and truly takes the time to understand my goals. He makes financial planning feel approachable and has always guided me with honesty and clarity. It’s rare to find someone who combines professionalism with such genuine care for their clients’ success, and Garrett does exactly that. I can’t recommend Garrett and Prosper Financial enough to anyone looking for a financial advisor who will be there for the long run.
Merrill Lynch Wealth Management - McKinney
Tom H: Quite informative, caring, easy to work with