Keywords: establishment,finance,point_of_interest

Patrick Evans - UBS Financial Services Inc. - Plano (TX)

Address: 🏡 7250 Dallas Pkwy Suite 1200, Plano, TX 75024
Phone : +1 (469) 440-0334
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ796Ey-I9TIYRZWFdL9lUHLw

Others Near Plano,TX

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Scott Mulloy - Financial Advisor, Ameriprise Financial Services, LLC
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Debbie Burk: Tory did a fantastic job! Clear and concise information presented logically and understandably. She helped me to articulate my thoughts and needs. The meal was an added bonus! Thank you Tory!
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heidi keyvan: Mason has managed both my personal and business tax returns over the past few years with exceptional reliability, professionalism, and expertise. His deep knowledge of the field sets him apart, and I fully trust his guidance. Anyone looking for accurate, trustworthy, and thorough tax services would be in excellent hands with Mason
Trajan Wealth - Frisco
Christopher Molina: Arrin Simpson is absolutely phenomenal, we love having her assist us in our financial planning.
Brindle & Bay Wealth Management - Frisco
Dawn Burwell: We were so fortunate to have gone to the information session that was given by Nick from Brindle and Bay. It gave my husband and I some good information about retirement planning we hadn’t thought of. It was even more insightful when we booked an appointment with Tory to come into the office and help us with our personal questions. She was so knowledgeable and had given us some great advice so we decided they were going to be our financial advisors. Connie was my first point of contact for information gathering and she did almost everything for me! Transferring of my 401k was nerve racking but with Connie’s help I didnt have an issue as she was on the phone with me helping with questions. All along the way, Brindle and Bay has such an amazing staff who is there to support and provide the financial expertise my husband I are lacking. Now we have peace of mind with our finances.
Cantrill Financial Group LLC - Frisco
S Nadler: Cantrill Financial has tax preparation services and for someone who spends 50% of my time in another state, receives per diem and travel stipends—they knew just how to sort my taxes out and give me my best return to date. Shoutout to Heather! I will definitely be returning.
Raymond James Financial Services - Frisco
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Austin Stark: We worked with Jon to improve our families financial position and he was patient, attentive and offered specific valuable advice that improved our situation and advanced us towards our greater goals. Thank you for all you do!
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