We believe that integrity and the disciplined management of risk form the foundation of our business. We are aware that our decisions and actions affect people’s lives every day. We strive for decisions that are clear, fair, and grounded in the principles of shared success, responsible citizenship, and community building.
Bank of America - Frisco Crossing Financial Center
Daniela Melendez
1895 University Dr Frisco, TX 75033
Phone: (214) 624-1817
We believe in the importance of treating each client and teammate as an individual and treating every moment as one that matters. We strive to go the distance to deliver, with discipline and passion. We believe everything we do for clients, employees and the communities we serve is built on a solid foundation that delivers for shareholders
Since 1984, CWA has provided dental professionals with financial education and comprehensive financial services. A trusted name in the industry, we work with thousands of dentists and dental practice owners in all 50 states. Our work began and continues to be hyper-focused on helping our clients reap the financial rewards of their work. Our founding philosophy is the belief that education is a gift, one that we've proudly shared with our clients for more than 30 years. A frequent question we get is, “What makes your firm so unique?” The answer is that we understand the business side of dentistry. We couple that with knowledge of the importance of good accounting to manage your business and proactive tax planning to minimize your federal and state tax liabilities. We understand the value of pension planning complemented by a solid investment strategy.
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.
The CrossFirst brand stands for a commitment to pursuing excellence in banking and building trusted relationships with our employees, clients, shareholders, strategic partners and communities.
First United Bank began as a family-owned community bank and through the years we have remained a neighborly, community-oriented business where people are treated like family. We are a unique bank, inspired by the values we live by every day and we are passionate about helping others. Our purpose is to inspire and empower others to Spend Life Wisely®. We aim to form a partnership with our customers that will help us guide you through all of life's twists and turns.
First United Bank began as a family-owned community bank and through the years we have remained a neighborly, community-oriented business where people are treated like family. We are a unique bank, inspired by the values we live by every day and we are passionate about helping others. Our purpose is to inspire and empower others to Spend Life Wisely®. We aim to form a partnership with our customers that will help us guide you through all of life's twists and turns.
First United Bank began as a family-owned community bank and through the years we have remained a neighborly, community-oriented business where people are treated like family. We are a unique bank, inspired by the values we live by every day and we are passionate about helping others. Our purpose is to inspire and empower others to Spend Life Wisely. We aim to form a partnership with our customers that will help us guide you through all of life’s twists and turns.
First United Bank began as a family-owned community bank and through the years we have remained a neighborly, community-oriented business where people are treated like family. We are a unique bank, inspired by the values we live by every day and we are passionate about helping others. Our purpose is to inspire and empower others to Spend Life Wisely®. We aim to form a partnership with our customers that will help us guide you through all of life's twists and turns.
Merit is a financial services firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement.
We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client’s personal growth along with their financial goals.
Full Service Banking for your personal or business needs - checking, savings, loans and lines of credit. Investments. Insurance. Mortgages. Employee Benefits. Our goal is to be your financial partner. Our service commitment is that we are reliable, responsive, empathetic and competent. We want to be your bank.
As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs.
Offering More than Traditional Services: Beyond traditional tax and audit work we have significant knowledge in many service areas. Because one solution will not work for everyone, Whitley Penn accountants approach each situation with a perspective as unique as the clients we serve
Since opening our doors in 1974, our customers have always been our top priority and every individual is treated with respect and dignity. At American Bank, we make every attempt to help individuals and businesses make thoughtful, sound financial decisions in order to accomplish their goals and dreams. We are small enough to get to know you, but large enough to become your primary financial institution. At American Bank, we grow customer relationships, encourage ambition, and strive every day to operate our business based on five core values
Customized banking strategies Your finances may be complex, but your banking relationship shouldn’t be. Your dedicated banker works with you to develop a personalized strategy to manage, preserve and grow your wealth. To address your unique personal and business objectives, we offer a full range of premier banking products, innovative financing options and exclusive benefits. By understanding your financial goals and what’s important to you, we’ll help you create a banking strategy that complements your overall financial plan.
A Life Settlement is the sale of a life insurance policy that is unneeded or unwanted by the policy owner. Whether its to cover long term medical care, face a financial crisis, pay for your grandchildren to attend college, or simply enjoy a better retirement, or fund capital into a business, selling your life insurance policy might be the solution.
Eagle Financial Group was founded by Charles A. Loper, Jr. and has been in the business of preserving people’s assets since 1984. All of Eagle Financial Group’s insurance representatives have specialized knowledge in assisting our clients with issues that are of particular interest to the retired and soon to retire. Eagle Financial Group agents and staff members are trained to assist our clients in preserving their assets. In addition to working with our clients’ estate attorneys, Eagle Financial Group works with other professionals such as CPA’s to assist our clients with tax planning.
Edward Jones - Financial Advisor: Scott K. Smith, CFP®
Scott Smith, CFP®
2500 Legacy Dr #212 Stonebriar Financial Center 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.
When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today and/to see how personal services can make a difference.
After working for 11 years, supporting thousands of clients and attaining the rank of vice president at Fidelity Investments in Plano, TX, I felt clients should be treated in a more personalized and holistic relationship. I chose to continue growing my practice at Edward Jones based on the culture here and the ability to truly support any financial aspect over my client's lifetime.
I became a financial advisor based on the passion I have in wanting to help people while also trying to empower their financial future. I genuinely want to know what is important to you and why that is of importance before you invest your money. I believe that trust, transparency and integrity are critical pillars of relationships with my clients. To better serve my clients, I earned the CFP® certification in 2016. My clients' interests come first, and I truly take pride in seeing their success.
When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today and/to see how personal service can make a difference. Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today.
The most important work we do is getting to know who you are. When we work with people as individuals, not dollars and stats, that’s when we deliver on our mission. Our mission is to remove the boundaries in people's lives so they can acheive their goals.
Retirement Investment Advisors, Inc. - Chad Rudy, CFP®
Chad Rudy, CFP®
9300 John Hickman Pkwy #504 Frisco, TX 75035
Phone: (972) 377-2850
Chad Rudy is a CERTIFIED FINANCIAL PLANNER™ professional in Frisco, Texas and serves as Executive Vice President for Retirement Investment Advisors, Inc. Since 2009, he has been providing comprehensive and objective financial planning to help individuals and families achieve their personal financial goals. His services include investment review and planning, tax planning, estate planning, education funding, retirement planning, cash management, risk management, and more. As a fee-only, fiduciary, and independent financial advisor, Chad is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
Before completing his CERTIFIED FINANCIAL PLANNER™ Certification Education Program at Rice University, Chad received his MBA from the Jones School of Business at Rice University and his BBA in Finance and Management Information Systems from the University of Oklahoma. Prior to his Financial Advisory career, Chad worked for Fortune 100 companies Exxon and Compaq, was Director of Houston’s 11th largest private company, and spent eight years as owner of a software company.
Chad is a highly trained professional who is committed to working in the best interests of those he serves. His professional designations and affiliations include the National Association of Personal Financial Advisors, the DFW Chapter of the Financial Planning Association, the Fee-Only Network, and the National Association of Registered Social Security Analysts.
