We believe that the best outcomes are achieved when people work together across the entire company. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our clients.
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.
Do you need to finance the startup of a new business? Looking to buy an existing business or expand your current operation? A Small Business Administration (SBA) loan from PlainsCapital Bank is just what you need to accomplish your goals and take your business to the next level.
Do you need to finance the startup of a new business? Looking to buy an existing business or expand your current operation? A Small Business Administration (SBA) loan from PlainsCapital Bank is just what you need to accomplish your goals and take your business to the next level.
Do you need to finance the startup of a new business? Looking to buy an existing business or expand your current operation? A Small Business Administration (SBA) loan from PlainsCapital Bank is just what you need to accomplish your goals and take your business to the next level.
Simmons Bank was founded in 1903 in Pine Bluff, Arkansas, with the first day’s deposits of $3,338.22. Today, Simmons has approximately $27.2 billion in total assets with more than 2,800 associates across six states. But still, we take pride in being a community bank that just happens to have the strength of one of the premier banks in the region. By investing in our friends and neighbors, Simmons Bank empowers local leadership to make decisions at the local level. For more than 100 years, we’ve worked hard to help make our customers’ dreams come true – dreams like buying a home, starting a business or simply having the ability to manage your money safely and securely, anywhere you happen to be.
Simmons Bank was founded in 1903 in Pine Bluff, Arkansas, with the first day’s deposits of $3,338.22. Today, Simmons has approximately $27.2 billion in total assets with more than 2,800 associates across six states. But still, we take pride in being a community bank that just happens to have the strength of one of the premier banks in the region. By investing in our friends and neighbors, Simmons Bank empowers local leadership to make decisions at the local level. For more than 100 years, we’ve worked hard to help make our customers’ dreams come true – dreams like buying a home, starting a business or simply having the ability to manage your money safely and securely, anywhere you happen to be
Simmons Bank was founded in 1903 in Pine Bluff, Arkansas, with the first day’s deposits of $3,338.22. Today, Simmons has approximately $27.2 billion in total assets with more than 2,800 associates across six states. But still, we take pride in being a community bank that just happens to have the strength of one of the premier banks in the region. By investing in our friends and neighbors, Simmons Bank empowers local leadership to make decisions at the local level. For more than 100 years, we’ve worked hard to help make our customers’ dreams come true – dreams like buying a home, starting a business or simply having the ability to manage your money safely and securely, anywhere you happen to be.
Simmons Bank was founded in 1903 in Pine Bluff, Arkansas, with the first day’s deposits of $3,338.22. Today, Simmons has approximately $27.2 billion in total assets with more than 2,800 associates across six states. But still, we take pride in being a community bank that just happens to have the strength of one of the premier banks in the region. By investing in our friends and neighbors, Simmons Bank empowers local leadership to make decisions at the local level. For more than 100 years, we’ve worked hard to help make our customers’ dreams come true – dreams like buying a home, starting a business or simply having the ability to manage your money safely and securely, anywhere you happen to be.
For more than half a century, Texas Bank and Trust has served the financial needs of customers in northeast Texas by relying on the long-standing fundamentals of responsible banking. With more than $4 billion in assets, TB&T stands as one of the strongest independent community banks in the state.
TIAA. While we’ve evolved into a Fortune 100 organization, we’ve never lost sight of the altruistic premise of our beginnings and live by a set of values that guides the decisions we make. They’re at the core of everything we do—from how we support our clients, interact with each other and give back to our communities.
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.
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.
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.
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.
Assurance and Advisory in all phases of Business Finance & Valuation, Audits, Litigation & Forensic Services, Risk Management, Tax & Consulting, Virtual Back Office
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
At Bank OZK, we strive to build on our community bank heritage by combining high ethical standards with innovative technologies to deliver truly exceptional service to our clients and communities. We are committed to implementing new ideas and cultivating relationships that encourage our communities, large and small, to grow and thrive.
At Bank OZK, we strive to build on our community bank heritage by combining high ethical standards with innovative technologies to deliver truly exceptional service to our clients and communities. We are committed to implementing new ideas and cultivating relationships that encourage our communities, large and small, to grow and thrive.
Our mission is to "Punch Past the 3 Percent Point" of all VC investments
We are evangelists putting women at the core of business building and investing in new innovation. We believe that when women lead, we’ll have better companies, stronger teams, and more effective products and services that enhance our lives. And when our companies succeed, we all profit together.
Women control the majority of wealth in the world.
Women know when innovation solves a problem... and when it doesn't.
Women are the primary decision-makers for our families.
A home equity loan offers competitve interest rates, payment terms to meet your needs, and online access to view account information and make payments.
We believe every customer is significant. That's why for over six generations, we've been helping Texas families and businesses prosper. As one of the 50 largest banking companies in the U.S., Frost offers a broad range of financial services across banking, investments and insurance. Since first opening our doors in 1868, we have been committed to Texas. Serving customers at more than 100 financial centers and 1,000 ATM locations across the state, Frost has earned the trust of generations of Texans. We’re proud to offer a suite of checking account options, tailored to meet you where you are in your financial life today and support you for years to come. We have a variety of products to help you pay off unexpected bills or finance a home improvement project. Every loan comes with the Frost relationship you rely on.
We believe every customer is significant. That's why for over six generations, we've been helping Texas families and businesses prosper. As one of the 50 largest banking companies in the U.S., Frost offers a broad range of financial services across banking, investments and insurance. Since first opening our doors in 1868, we have been committed to Texas. Serving customers at more than 100 financial centers and 1,000 ATM locations across the state, Frost has earned the trust of generations of Texans. We’re proud to offer a suite of checking account options, tailored to meet you where you are in your financial life today and support you for years to come. We have a variety of products to help you pay off unexpected bills or finance a home improvement project. Every loan comes with the Frost relationship you rely on.
Commercial Lender/Business Banker We believe every customer is significant. That's why for over six generations, we've been helping Texas families and businesses prosper. As one of the 50 largest banking companies in the U.S., Frost offers a broad range of financial services across banking, investments and insurance. Since first opening our doors in 1868, we have been committed to Texas. Serving customers at more than 100 financial centers and 1,000 ATM locations across the state, Frost has earned the trust of generations of Texans.
Our business is about you and your financial well-being. We believe planning and advice should go well beyond simple asset allocation. It’s about your entire life and managing the complexities that come along with it. All the twists, turns, ups and downs. A Level Four Financial Professional can pull it all together with sophisticated advice and a detailed plan for the long term.
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.
Our mission is to be the financial institution of choice for enterprises, their owners and employees.
By delivering the best banking solutions available, including personal and commercial banking, treasury management and wealth solutions, our talented and empowered employees are able to assist b1BANK clients with reaching their financial goals.
Lamar National Bank is expanding into the Frisco Market with its newest location in the Hall Park business campus on the Dallas North Tollway. “We view Hall Park as the epicenter of Frisco’s commercial business. We are excited to be part of this vibrant business community, “ said CEO Greg Wilson, “North Texas continues to attract companies from across the country, and its status as a commercial hub has exceeded very high expectations. We love being in the heart of it.”
PointBank is an independent, locally owned bank proudly serving Denton and surrounding counties. Currently, we have nine branches conveniently located in nine communities. We offer a wide variety of commercial and consumer loans in addition to a complete array of deposit products, but more importantly, we emphasize building customer relationships.
PointBank is an independent, locally owned bank proudly serving Denton and surrounding counties. Currently, we have nine branches conveniently located in nine communities. We offer a wide variety of commercial and consumer loans in addition to a complete array of deposit products, but more importantly, we emphasize building customer relationships.
Regions Financial Corporation is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management and mortgage products and services. Regions serves customers across the South, Midwest and Texas.
Regions Financial Corporation is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management and mortgage products and services. Regions serves customers across the South, Midwest and Texas.
Benchmark Factors is a local family owned and operated Invoice Discounting and Spot Factoring business assisting companies in the B2B marketplace with their short-term cash flow needs. Our Client's choose to sell their unpaid invoices (accounts receivable) for completed work at a small discount. We'll advance up to 90% of the invoice, then when we are paid we take out our one fee and issue the rebate from any remainder. Our Clients get money within days instead of months to grow their business.
As a CERTIFIED FINANCIAL PLANNER™ & Certified Public Accountant (CPA), I am driven by a deep desire to help people achieve their financial goals and secure their future. I have seen firsthand the devastating impact that financial insecurity can have on individuals and families, and I believe that everyone deserves access to sound financial advice and guidance. That's why I decided to become a CFP® & CPA- to use my expertise to empower and support my clients as they navigate life's financial challenges and opportunities. Seeing the positive impact that my work has on the lives of those I serve is what motivates me every day, and I am honored to be able to make a difference in the lives of others.
Eagle Estate Services offer complemntary estate planning workshops across the country that educate retirees on how to protect their assets and secure their retirement
We help you get business credit for your company EIN that’s not linked to you personally or your personal credit. Our platform allows you secure HIGH-limit vendor, store, fleet, and cash credit in your business name. We also help you secure business loans and credit lines with excellent terms, even if you’ve been told “no” at your bank. Access low-interest credit lines and long-term loans, and get funding in 72 hours or less.
Welcome to Outpave!
We started our journey deeply immersed in the financial landscape, constantly surrounded by numbers, graphs, and spreadsheets. While this might sound dull to some, for us, it was where magic happened. As we ventured further, we identified a glaring challenge: hard-working construction professionals, like you, grappling with the complexities of expense management.
It became clear that many SMBs were being held back by the lack of a proper-sized solution.
That's where our vision for Outpave took root. We wanted to create a platform that wasn't just another corporate-sized financial tool, but a partner for construction businesses. A partner that understands the nuances of the industry and is geared to simplify the tedious financial processes.
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.
