Keywords: establishment,finance,point_of_interest

Libertas Financial Partners LLC - Plano - Plano (TX)

Address: 🏡 101 E Park Blvd Suite 111, Plano, TX 75074
Phone : +1 (214) 427-6311

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJaQnLZpkZTIYRoY0kOKAleY4

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  • Top 15 Financial Advisors in Plano, TX

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    Daryl Mensik: The Creme Wealth Team has been taking care of my family and all of our financial planning needs for years. They also help with our companys 401K and all our employees retirement account needs. They have been willing to work with and coordinate with our Accountant, Estate Planning Attorneys, and 401K Compliance Administrators in the past to assure a seamless, white-glove service experience. Usually we all we have to do is sign a few DocuSigns and they do the rest. Weve been very blessed to have them on our team and look forward to working with them for many years to come. HIGHLY RECOMMENDED!!
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    Margo Liss: We have been with RPOA since long before the name change and are grateful for the peace of mind they provide. Their methodology aligns with mine and all of the folks take very good care of us. They are accessible, responsive and are just generally down-to-earth folks. Add to that that our portfolio is doing very well. Wins all around!