Keywords: establishment,health,insurance_agency,point_of_interest

Tate Financial Group, LLC - McKinney (TX)

Address: 🏡 2111 Eldorado Pkwy Suite 100, McKinney, TX 75070
Phone : +1 (214) 592-1212

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJkx_fe18RTIYR63hDFbikJvg

Others Near McKinney,TX

Edward Jones - Financial Advisor: Scott A Vedane, CFP® - McKinney
Brian: I started working with Scott in my late 30s. I was self managing my portfolio, but it was time to get real and allow a Pro to take me to the next level. I didnt come in with a lot because I wanted to see what he could do. Scott handled my account as if it was a 1M dollar account although it wasnt anywhere close. He earned my trust so I moved 100% of all my investments into his care. We have worked together for over 5 years now and my portfolio is in excellent position to retire on-time and possibly early. Scott knows his stuff, and isnt scared to say I dont know, but Ill find out! I had some unique challenges which he solved. Id recommend this guy to any young guy ready to get serious, or an already diverse portfolio individual. He has a can-do attitude and he will take your portfolio far if you trust and listen to him as I do.
Edward Jones - Financial Advisor: Walter D Ashby, AAMS® - McKinney
Lora Green: Greg is awesome!!
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Kasi Bergeron Keim: The team at Global Integrity Finance are super easy to deal with and work hard to get you funded. They provide great customer service and are always available when I need them. I have enjoyed working with Toby and all the people over there.
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Juan Posada: Grace and I met Mark over five years ago. Mark consolidated our various investment accounts to make them easily accessible upon my retirement. He worked with us to attain a retirement portfolio that suited our needs. I retired this June and we could not be more pleased with Marks financial advice and support. Mark is always available to discuss and answer questions. He makes the drive from Dallas to Georgetown regularly to meet in person which I highly value. I enthusiastically recommend Mark Stoecker to anyone who is looking for a financial advisor who really cares about you and your future.
Peak American Financial Group - Plano
Nathan Duncan: Crystal is great at what she does. I had the opportunity to get a few questioned answered and some sound feedback provided. She was patient, understanding and more than willing to answer any and all of my questions. Peak American Financial Group, you have a good one on your hands. Thank again Crystal!
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Bryan Jamison: Alicia was very helpful with my request.
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