Financial Advisors
 
Edward Jones Investments - Sue Allen
Sue Allen
8765 Stockard Dr #301
Frisco, TX 75034
Phone:
(972) 335-3087
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs. At Edward Jones, we're focused on you.
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Member Since: 2017

Trustee Partner
Bank of America
Ryan Blake
One Cowboys Way #500
Frisco, TX 75034
Phone:
(469) 294-7152
Fax:
(800) 477-9760
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.
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Banks, Financial Services, Business Support Services
Member Since: 2016

Merrill Lynch Wealth Management
Livingston Albritten
One Cowboys Way #500
Frisco, TX 75034
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
One Cowboys Way #500
Frisco, TX 75034
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

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

BBVA Compass Bank - Four Corners Banking Center
Adrianne Blue
8860 FM 423
Frisco, TX 75034
Phone:
(972) 705-4784
BBVA Compass understands that every individual and company has unique dreams and ambitions, needs and wants. We realize that few take the same path in the faster, busier, and more complex world we live in. We get it. Whichever path you choose, and whenever you need us, we want to make sure every experience is bright. From the smallest moment, to the largest personal or professional life event, BBVA Compass is there for you.
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See Also:
Banks, Financial Services
Member Since: 2017

BBVA Compass Bank - Frisco Banking Center
8951 East Main St
Frisco, TX 75034
Phone:
(972) 705-4517
BBVA Compass understands that every individual and company has unique dreams and ambitions, needs and wants. We realize that few take the same path in the faster, busier, and more complex world we live in. We get it. Whichever path you choose, and whenever you need us, we want to make sure every experience is bright. From the smallest moment, to the largest personal or professional life event, BBVA Compass is there for you.
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See Also:
Banks, Financial Services, Senior Service Alliance - SSA
Member Since: 2017

BBVA Compass Bank - Stonebriar Banking Center
Adrianne Blue
2620 Preston Rd
Frisco, TX 75034
Phone:
(972) 705-4601
BBVA Compass understands that every individual and company has unique dreams and ambitions, needs and wants. We realize that few take the same path in the faster, busier, and more complex world we live in. We get it. Whichever path you choose, and whenever you need us, we want to make sure every experience is bright. From the smallest moment, to the largest personal or professional life event, BBVA Compass is there for you.
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See Also:
Banks, Financial Services
Member Since: 2017

Mossakowski & Nichols Wealth Management, LLC - Dan Mossakowski
Dan Mossakowski
2770 Main St #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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See Also:
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 St #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

Botsford Financial Group
Lindsey Littleton
3001 Dallas Pkwy #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

Hilltop Securities Inc
Maria King
5601 Granite Pkwy #300
Plano, TX 75024
Phone:
(972) 624-6300
Registered Investment Advisers and broker-dealers are able to leverage our deep industry experience and resources to meet their specific needs.
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Financial Services
Member Since: 2017

Ifrah Financial Services
Ryan Fuchs
17300 Chenal Pkwy #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

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

Bell Financial Group
John Classe, CFP®
5850 Town and Country Blvd #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 Pkwy #200
Plano, TX 75024
Phone:
(972) 905-2161
Fax:
(214) 279-0616
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Member Since: 2013

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

John Harman CPA, PLLC
Bethany Hall
1401 S Custer Rd
McKinney, TX 75070
Phone:
(469) 742-0283
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See Also:
Accounting/Tax Services
Member Since: 2017

Milestone Wealth Strategies
James Scott
6860 N Dallas Pkwy #200
Plano, TX 75024
Phone:
(972) 378-5577
Our managers monitor client portfolios on a daily basis to implement our proprietary risk management program. When technical indicators show evidence of position movement, our portfolio managers make calculated decisions in terms of adding or removing a position to/from the portfolios.
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Member Since: 2017

Prudential Advisors - Brett Larson
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 Pkwy #504
Frisco, TX 75035
Phone:
(972) 377-2850
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
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.
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Member Since: 2011

 
     
 
 

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