Keywords: establishment,finance,point_of_interest

Transamerica Financial Advisors - Plano (TX)

Address: 🏡 3242 Preston Rd #100, Plano, TX 75093
Phone : +1 (469) 248-6786
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJedwk9BcjTIYRu1kxf5Jo_Wk

Others Near Plano,TX

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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Stephanie ODell: Everyone on staff is very helpful and knowledgeable.
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AZ Wong: Modern Ponzi scheme with your family and friends as victims. If you do decide to sign up, make sure to read all the agreements. They did not show me the agreements when signed me up and claimed the contract was for a "finance class". They also checked my credit report without any consent.
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