Keywords: establishment,finance,point_of_interest

SFMG Wealth Advisors - Plano (TX)

Address: 🏡 3960 Dallas Pkwy #400, Plano, TX 75093
Phone : +1 (972) 960-6460

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJj6ik5XsjTIYRQj1xwKfLvWg

Others Near Plano,TX

Mariner Finance - Plano
Lynn Henderson: The staff was very nice to me they helped me through the process they explained everything easy for me to understand. They are awesome. Thankful for them and their service
Texas FinServ Inc. - Plano
Michael Pratt: I couldnt be happier with the assistance I have received from Tony Lakhani and his associates. They took a huge burden off my back and solved my tax problems with efficiency, patience, and good humor. I can recommend them unreservedly and will use their services in the future.
Mercer Advisors - Plano - Plano
Retirement Planners of America - Plano
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!
Transamerica Financial Advisors - Plano
Dana Gonzalez: I have had an absolute horrible experience with Transamerica after the passing of my mom. My other siblings got their check but I did not so I contacted them. At that time I was told that all of my paperwork was in good order and I would receive a check in 5-7 days. It’s been a month and nothing. I have called numerous times and get a song and dance. Customer service really cannot tell you anything except what’s in their computer. They told me a processing team was reviewing my case and that someone would call me in two days. No one called then I called again. I was told someone would call me in two hours no one called I’ve held for supervisors. They never get on the phone. I’ve been told supervisors will call me. No one ever calls me. I just get a run around all the time and all of us has beneficiaries. Get the same thing with 10% tax worth health yet it’s one lie after another and still no check and no one will call me to tell me what’s happening today they said that the taxes were being calculated which is not true. We all get the same thing and they’ve already gotten their check. It’s a horrible experience after the passing of my mom. The customer service is absolutely horrible and I would never recommend Transamerica to anyone. My dad would be so upset if you were alive today don’t buy anything from them. Your descendants will not be treated kindly.
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Gary Northcutt: Great insights even in troubling times. Steve and his crew take care of any anxiety that I have about the market. If you want someone else to worry about and properly manage your money, THIS IS THE PLACE!!
Symphony Wealth Group - Plano
Joseph Alexander: Symphony Wealth Group is the real deal. Their team combines deep financial expertise with genuine care for their clients. What impressed me most is their ability to take complex, high-stakes financial decisions and turn them into clear, confident, values-driven strategies. They don’t just manage money — they help you align your wealth with what matters most in your life. Whether youre navigating a liquidity event, thinking about long-term family legacy, or just trying to get clarity around your next move, the advisors at Symphony are thoughtful, strategic, and remarkably human.
Wealthstar Advisors - Plano
An Kur: I was with them for about 7 years. During which time all I gained was a pathetic 3%. Tom and Rick are fine gentlemen but their strategy was an abject failure for my objectives, which I kept very modest. I had to disengage.
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