Financial Advisors
 
Bank of America
Ryan Blake
15301 N. Dallas Parkway #850
Addison, TX 75001
Phone:
(972) 455-5820
Fax:
(800) 477-9760
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Banks, Financial Services
Member Since: 2016

Fidelity Investments
George Prate
5905 Legacy Drive #A100
Plano, TX 75093
Phone:
(800) 544-8645
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Financial Services
Member Since: 2016

Merrill Lynch Wealth Management
Livingston Albritten
6836 Dallas Parkway
Plano, TX 75024
Phone:
(972) 980-8637
At Merrill Lynch, your financial advisor focuses on the things you care about most– family, goals and priorities – even as they change over the years.
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Financial Services
Member Since: 2016

U.S. Trust
Thomas Pierce
5500 Preston Road
Dallas, TX 75205
Phone:
(214) 559-6388
When you work with United States Trust Company®, you benefit from our long history of serving many types of clients, from families managing wealth across multiple generations to business owners, entrepreneurs and other creators of first-generation wealth. We can advise you and help create and implement highly personalized strategies.
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Financial Services
Member Since: 2016

Mossakowski & Nichols Wealth Management, LLC - Dan Mossakowski
Dan Mossakowski
2770 Main Street #209
Frisco, TX 75033
Phone:
(972) 581-3080
Fax:
(877) 839-4681
I manage, coordinate and maximize the financial affairs of business owners, professionals and executives in North Texas. I attempt to reduce their risk while gaining the same or higher rate of return as higher risk investments.
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Financial Services, Insurance, Investment Counselors, Veteran-Owned Business
Member Since: 2014

Mossakowski & Nichols Wealth Management, LLC - Randy T. Nichols
Randy T. Nichols CLU, LUTCF
2770 Main Street #209
Frisco, TX 75033
Phone:
(972) 581-3018
Fax:
(877) 839-4681
Supplement, social security, Medicare, specialty, advanced, strategies, counsel, objective, unbiased, securities, alternative, oil, gas, real estate, REIT, traditional, models, non-proprietary, quantitative, flexible, allocation, equities, bonds, cycles, conservative, moderate, aggressive, long-term, platforms, growth, qualified, wealth, 412e3, funded, defined, benefit, contribution, plans, modern, portfolio, theory, IRA, ROTH, experienced, maximization, accreditations.
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Financial Services, Insurance, Investment Counselors
Member Since: 2013

Beacon Financial Group
Brandon K Sherbert
17300 Preston Road, Suite 120
Dallas, TX 75252
Phone:
(972) 726-9888
Fax:
(972) 726-9880
We are passionate about working hard for our clients and helping them make good financial decisions. Our services focus on retirement planning while striving to make sophisticated investing simple. Founded by Stephen A. Engro in 1995, we manage approximately $700 million in assets and have a long term presence right here in Frisco. So whether you are looking to get started with a 401k rollover or a full retirement plan, we are here to help.
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Financial Services, Investment Counselors
Member Since: 2015

Botsford Financial Group
Lindsey Littleton
3001 Dallas Parkway, Suite 100
Frisco, TX 75034
Phone:
(214) 423-4200
Fax:
(214) 423-4211
Botsford Financial Group’s unique financial planning process specializes in in-depth financial planning, asset protection, risk management and tax and estate minimization strategies.
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Financial Services
Member Since: 2009

Ifrah Financial Services
Ryan Fuchs
17300 Chenal Parkway #150
Little Rock, AR 72223
Phone:
(214) 256-3099
Fax:
(866) 740-5204
As a fee-only wealth management firm, Ifrah Financial Services works with individuals, families, trusts, businesses and institutions to build customized plans and portfolios. Objective advice, personal attention, and comprehensive resources to help our clients reach their unique goals. Financial planning to portfolio management, we understand the nuances of managing wealth.
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Financial Services
Member Since: 2016

Northwestern Mutual - Chris Mosley
Christopher Mosely
2591 Dallas Parkway, Suite 401
Frisco, TX 75034
Phone:
(972) 731-4016
Fax:
(972) 731-9787
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Financial Services
Member Since: 2016

Wells Fargo Advisors, LLC
Craig Moen, Financial Advisor
2500 Legacy Dr., Suite 200
Frisco, TX 75034
Phone:
(972) 712-4500
Financial Advisors
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Member Since: 2004

Western & Southern Life - Scott C. Humphrey
Scott Humphrey
1520 Spanish Moss Way
Savannah, TX 76227
Phone:
(817) 891-0910
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Insurance
Member Since: 2015

Bell Financial Group
John Classe, CFP®
5850 Town and Country Blvd., Suite 802
Frisco, TX 75034
Phone:
(972) 608-0873
Fax:
(972) 608-0874
From education funding to retirement income planning, cash flow management to insurance needs analysis, the comprehensive strategies we develop help bring order to your financial life. Specialties include: Comprehensive Financial Planning Services, Investment Advisory Services, Corporate Retirement Plans, Employer Benefits Design, and Life, Disability, and Long Term Care Insurance.
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Member Since: 2013

Bison Financial Group, Inc.
6860 North Dallas Parkway, Suite 200
Plano, TX 75024
Phone:
(972) 905-2161
Fax:
(214) 279-0616
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Member Since: 2013

Edward Jones - David Cheek
David Cheek
4851 Legacy Drive #206
Frisco, TX 75034
Phone:
(214) 387-0607
We make every effort to build one-on-one relationships with our clients, offering personalized attention and financial guidance. Our mission is to help individuals reach their serious, long-term financial goals.
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Ambassadors
Member Since: 2015

Edward Jones Investments - Melissa Leach
Melissa Leach
417 Winchester
Celina, TX 75009
Phone:
(940) 365-5772
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Member Since: 2016

Exencial Wealth Advisors
Joy Parduhn
2601 Network Blvd #400
Frisco, TX 75034
Phone:
(972) 985-7162
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Member Since: 2017

Northwestern Mutual - Steven Owen
Steven Owen
5420 Lyndon B Johnson Fwy, Ste. 1300
Dallas, TX 75240
Phone:
(469) 573-3222
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Member Since: 2016

Prudential Advisors
Brett Larson
8501 Wade Blvd #340
Frisco, TX 75034
Phone:
(972) 999-9332
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Member Since: 2013

Retirement Investment Advisors, Inc.
Chad Rudy, CFP®
9300 John Hickman Parkway, Suite 504
Frisco, TX 75035
Phone:
(972) 377-2850
Fax:
(972) 377-2855
A Fee-Only Registered Investment Advisory Firm that has been recognized more than 50 times as one of the leading financial planning firms in the nation. We provide objective financial advice, planning, and investment services to help you achieve your personal financial goals.
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Member Since: 2011

Scott K. Smith - Edward Jones Investments
Scott Smith
4851 Legacy Drive, Suite 206
Frisco, TX 75034
Phone:
(972) 335-9214
You may think all investment firms are the same. However, Edward Jones has made a conscious decision to serve you, the individual investor, differently. It's more than lip service. See for yourself how this approach can help make a difference for you and your family.
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Member Since: 2011

 
     
 
 

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