Keywords: establishment,finance,point_of_interest

Greg Leisey - RBC Wealth Management Financial Advisor - Frisco (TX)

Address: 🏡 1 Cowboys Way Suite 450, Frisco, TX 75034
Phone : +1 (972) 612-2923

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJWwEeeT89TIYRxlSGnKKtda8

Others Near Frisco,TX

Dawson Private Wealth - Allen
Sherrilyn Price: Steven Dawson was recommended to us when we were clueless about how to handle my mothers financial accounts when she became unable to handle them herself. We quickly realized he would be a great asset in getting our own accounts in order. Steven and his team take care to know the individual first, then take equal care to fit investment strategies to the individual needs and preferences. He is thorough in covering all details and ensuring that we are well-informed and confident in all decisions and actions. We connect with him as an advisor, a Christian, and a friend.
Watters Creek Wealth Management - Ameriprise Financial Services, LLC - Allen
Ascend Financial Group LLC - Allen
Terry Pawley: My wife and I were looking for a new way to grow our financial portfolio without the potential volatility of the stock market. Matthew Sanchez came to our home and explained some safe and reliable options for financial sustainability during our retirement years. Helpful, honest, factual and ethical are descriptors I would attribute to Matthew and Ascend Financial Group.
Foundation Wealth Partners - Allen
Anthony Vaughn: Conor and Travis were so helpful and knowledgeable in the Social Security Planning Course they taught. They seemed to take a genuine interest in the attendees and wanted to make sure that everyone understood their presentation. Their presentation was both informative and easy to follow. I highly recommend their professional services.
North Texas Wealth Management - Allen
Don Sivley: Every member of the team that I have worked with at NTX Wealth has been so great and supportive! I don’t have the desire to manage all the complications related to my retirement accounts, and plan to open a regular investment account line when it’s time for me to take my required distributions. Rob is my advisor and he’s someone you just enjoy talking to, and answers all of my questions well. I trust NTX Wealth to make good choices for my investments and highly recommend the team!
Abiding Wealth Partners - Allen
Klark Perkins: We have been with them for a long time and have had great service. Trust them with our insurance and savings
Meridian Wealth Management - Allen
Investment Services Center - Allen
Robert Silvestri: I was a member of the Allen Chamber of Commerce and have been a Financial Advisor for over 30 years. Shirley decided to be rude to me and put down my company in front of another Chamber Professional shaming herself and the person in front of us. She had tripped and falling down at the meeting and I tried to console her. Once she recovered she decided to put down my company and I have 2 other advisors she has done this with in other networking groups that have made complaints against her. As a Ambassador of the Allen Chamber you would expect more professionalism. I have resigned from the Allen Chamber and you what and if this is who you want to manage your money good luck.
Accent Financial Services - Allen
Kendra Barnes: Weve had Accent Financial Services manage our taxes for years, before Matthew Butscheks passing, and currently. The team here is very thorough, patient, and a pleasure to work with. Id recommend them to anyone.
Baker & Carara Private Wealth Management - Raymond James - Allen
Chris Parrish TX Roofing Professional: Larry Carara has been our trusted financial advisor for many years. His experience, knowledge and confidence of all financial markets helps my wife and I be confident that our assets will be well managed and our wealth grow. We have full faith in Larry and his team to put our needs ahead of all else. I highly recommend Larry to anyone looking for a financial advisor, whether new to investing or looking to switch.