Financial Services
 
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 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.
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Banks, Financial Advisors, Business Support Services
Member Since: 2016

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

Academy Mortgage Corporation
Don Thomas
5665 Dallas Pkwy #250
Frisco, TX 75034
Phone:
(469) 403-2517
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See Also:
Mortgage Companies, Real Estate, Loans
Member Since: 2017

BB&T
Lianna Gasser
15150 Preston Rd #100
Dallas, TX 75248
Phone:
(469) 791-4543
Fax:
(469) 791-4511
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See Also:
Banks, Loans
Member Since: 2016

BB&T - Legacy Drive
Laura Crow
3434 Legacy Dr
Frisco, TX 75034
Phone:
(469) 365-6000
Fax:
(469) 365-6055
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See Also:
Banks, Loans, Mortgage Companies
Member Since: 2007

BB&T - Little Elm
Luis Grimaldo
12292 FM 423
Frisco, TX 75033
Phone:
(469) 268-3222
Fax:
(214) 705-1791
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See Also:
Banks, Loans, Mortgage Companies
Member Since: 2012

BB&T - Preston Road
Robert Chase
6021 Preston Rd #100
Frisco, TX 75034
Phone:
(469) 791-4548
Fax:
(469) 791-4508
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See Also:
Banks, Loans, Mortgage Companies
Member Since: 2000

LeTourneau University
Nicola Greene
7920 Belt Line Rd #1100
Dallas, TX 75254
Phone:
(903) 233-3290
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See Also:
Schools, College Registration, Engineers
Member Since: 2017

Moss Adams LLP
Amanda Marquez
8750 North Central Expy #300
Dallas, TX 75231
Phone:
(972) 387-4300
Whether you’ve been operating internationally since your organization’s inception or are just beginning to consider taking your operations abroad, Moss Adams LLP has the experience and relationships to help you manage risk and succeed wherever you go. We offer expertise interrnational tax, International assurance and International Financial Reporting Standards
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CPA , Business/Development Consultants, Accounting/Tax Services
Member Since: 2016

North Texas CDC
Sarah Rega
1255 W. 15th St #500
Plano, TX 75075
Phone:
(972) 516-0514
Fax:
(972) 424-7479
Business loans through the Small Business Administration
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See Also:
Business & Management Consultants, Real Estate - Commercial, Loans
Member Since: 2017

Sikich LLP
Frederick Bennett
6860 North Dallas Pkwy #200
Plano, TX 75024
Phone:
(214) 769-5405
Realize your organizational goals through the one-of-a-kind solutions Sikich, a leading accounting, advisory, technology and managed services firm, brings to your unique challenges and needs. With 750+ employees in 14 offices, we rank as one of the country’s top 35 largest CPA firms—yet you receive the personalization and attention you need to grow and experience success. Get to know Sikich and find out how our extensive list of services, dedicated industry teams and client commitment can create value for your organization.
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See Also:
Accounting Services, Accounting/Tax Services
Member Since: 2016

Texas Bank and Trust
Barry Brown
5656 Main St
Frisco, TX 75033
Phone:
(469) 777-5850
Fax:
(469) 777-5865
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 $2.2 billion in assets, TB&T stands as one of the strongest independent community banks in the state.
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See Also:
Banks, Loans, Mortgage Companies
Member Since: 2013

Wells Fargo Bank - Dallas North Tollway & Eldorado
Robert L. Burns
5015 Eldorado Pkwy
Frisco, TX 75033
Phone:
(214) 872-3244
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See Also:
Mortgage Companies, Loans, Banks
Member Since: 2016

Wells Fargo Bank - Frisco Preston Road
Sunita R. Kulkarni
3080 Preston Rd
Frisco, TX 75034
Phone:
(972) 588-6640
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See Also:
Banks, Loans, Accounting Services
Member Since: 2016

Wells Fargo Bank - Grayhawk
David Huchingson
12066 FM 423
Frisco, TX 75034
Phone:
(469) 362-7410
Fax:
(469) 387-3045
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See Also:
Banks, Loans, Mortgage Companies
Member Since: 2008

Wells Fargo Bank - Preston & Main
Brian Tadlock
8988 Preston Rd
Frisco, TX 75034
Phone:
(972) 588-6640
Fax:
(972) 588-6643
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See Also:
Banks, Loans, Mortgage Companies
Member Since: 2006

Wells Fargo Bank - Starwood
Donna Robertson
4851 Legacy Dr #100
Frisco, TX 75034
Phone:
(214) 387-3030
Fax:
(214) 387-3045
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See Also:
Banks, Loans, Mortgage Companies
Member Since: 2008

Whitley Penn LLP
Matthew Reiter CPA
8343 Douglas Ave #400
Dallas, TX 75225
Phone:
(214) 393-9300
Fax:
(214) 393-9302
Assurance and Advisory in all phases of Business Finance & Valuation, Audits, Litigation & Forensic Services, Risk Management, Tax & Consulting, Virtual Back Office
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See Also:
CPA
Member Since: 2013

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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Banks, Financial Advisors
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 Advisors, 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 Advisors
Member Since: 2017

First National Bank Southwest Mortgage Group
Michael Bruegel
4500 Preston Rd
Frisco, TX 75034
Phone:
(817) 925-9393
Fax:
(469) 633-8450
A home equity loan offers competitve interest rates, payment terms to meet your needs, and online access to view account information and make payments.
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See Also:
Real Estate, Relocation Services, Mortgage Companies
Member Since: 2013

Mossakowski & Nichols Wealth Management, LLC - Dan Mossakowski
Dan Mossakowski
2770 Main St #209
Frisco, TX 75033
Phone:
(972) 581-3080
Fax:
(877) 839-4681
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See Also:
Financial Advisors, 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
Trustee, trust, living, will, pour over, uniform, prudent, investors, act, COLI, BOLI, elder, captives, loans, private, gifting, premium, finance, relative, strength, fund-to-funds, inverse, ETF, ETP, align, correlate, brokerage, services, pre-tax, after, post, efficient, frontier, rational, Monte Carlo, simulation, sector, rotation, industry, price, earnings, ratio, dividends, gains, capital
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See Also:
Financial Advisors, Insurance, Investment Counselors
Member Since: 2013

Stonebriar Financial Services
Vik Jain
Phone:
(214) 794-8240
Real Estate, Business Incubator, Mortgage and Refinance, Business Consulting
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See Also:
Real Estate Developers & Investors
Member Since: 2014

UMB Bank
Gerardo Garcia
2323 Ross Ave #100
Dallas, TX 75201
Phone:
(214) 387-3000
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See Also:
Banks
Member Since: 2013

Anderson Agency, Farmers Insurance
Ann Anderson
6500 Preston Rd #201
Frisco, TX 75034
Phone:
(214) 491-7618
As your local Farmers® agent, I help customers identify the insurance coverage that best fits your needs. This process is straightforward and personalized helping make you smarter about insurance. I have the knowledge and experience to help you better understand your coverage options-- auto, home, renters, business insurance and more.
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See Also:
Insurance, Veteran-Owned Business, Team B2B, Frisco Chamber of Commerce Ambassadors, Senior Service Alliance - SSA
Member Since: 2014

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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See Also:
Financial Advisors
Member Since: 2009

Hansel Hickman Insurance Agency
Paul Torres
6100 Preston Rd
Frisco, TX 75034
Phone:
(972) 335-2643
Fax:
(972) 335-2426
We offer commercial and personal insurance to ensure that you are protected from the unexpected. Our staff is dedicated to providing all of our clients with complete coverage at the best rates our carriers offer.
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See Also:
Insurance
Member Since: 2015

Hilltop Securities Inc
Maria King
5601 Granite Pkwy #300
Plano, TX 75024
Phone:
(972) 624-6300
At HilltopSecurities, our solutions and services are developed by teams of experienced financial professionals, who embrace our vision to build noble and collaborative relationships that enrich the financial future of individuals, businesses and communities.
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Financial Advisors
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 Advisors
Member Since: 2016

InTouch Credit Union Frisco - Warren Branch
Jonelle Brown
9151 Warren Pkwy
Frisco, TX 75034
Phone:
(800) 337-3328
Fax:
(214) 975-3158
It’s never too early to learn about saving money or spending it wisely. With this simple fact in mind, InTouch Credit Union has created several special programs to help you understand how! At InTouch Credit Union, we are working for you and your financial well-being.
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Credit Unions
Member Since: 2005

Liberty Mutual Insurance
Bruce Schwartz
5300 Town & Country Blvd #110
Frisco, TX 75034
Phone:
(214) 618-6880
Fax:
(214) 618-9845
We do everything we can for our loved ones, not because we have to, but because we want to. With the right life insurance coverage, we can be happy knowing our loved ones can live out their dreams, no matter what the future holds. What could be better?
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See Also:
Insurance
Member Since: 2014

Liberty Mutual Insurance Personal Insurance
Bruce Schwartz
5300 Town & Country Blvd #110
Frisco, TX 75034
Phone:
(214) 618-6880
Fax:
(214) 618-9845
Get the coverage you need at the price you deserve. Let our experts assist you with insuring you and your family.
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See Also:
Insurance
Member Since: 2014

New York Life - Kamilu Alli
Kamilu Alli
12201 Merit Dr #1000
Dallas, TX 75251
Phone:
(972) 310-7049
Fax:
(972) 702-9462
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See Also:
Insurance
Member Since: 2011

New York Life - Mike Simmons
Michael Simmons
12201 Merit Dr #1000
Dallas, TX 75251
Phone:
(972) 387-2929
Fax:
(972) 490-5713
Offering Financial Services, Life Insurance, Annuities, Long Term Care Insurance and highly trained insurance and financial experts.
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See Also:
Insurance, Senior Service Alliance - SSA, Frisco Chamber of Commerce Ambassadors
Member Since: 2011

North Dallas Bank & Trust
Gary Carley
7359 Preston Rd
Frisco, TX 75034
Phone:
(972) 701-2801
Fax:
(972) 701-2816
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See Also:
Banks
Member Since: 1996

O'Neill Financial Group
David O'Neill
5850 Town and Country Blvd #1002
Frisco, TX 75034
Phone:
(469) 394-7800
Fax:
(469) 888-4660
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Member Since: 2012

Origin Bank
April Hutchison
9456 Highway 121
Frisco, TX 75035
Phone:
(214) 494-5600
Fax:
(214) 494-5620
Origin Bank, a more than century old, Louisiana-chartered bank, provides a wide range of traditional banking services, such as personal and business banking and treasury management, with 37 banking centers throughout north Louisiana, north Texas and the Houston area, and north and central Mississippi.
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See Also:
Banks
Member Since: 2011

PointBank - Aubrey
Cathy Ueckert
922 S. Hwy 377
Aubrey, TX 76227
Phone:
(940) 686-7000
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.
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See Also:
Banks
Member Since: 2014

PointBank - Little Elm
Joshua Youngblood
2103 E. Eldorado Pkwy
Little Elm, TX 75068
Phone:
(940) 686-7000
Fax:
(972) 294-4334
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.
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See Also:
Banks
Member Since: 2014

Prosperity Bank - Frisco West
Shannon Rioux
2860 Main St
Frisco, TX 75034
Phone:
(972) 712-4499
Fax:
(214) 387-8543
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See Also:
Banks
Member Since: 2004

State Farm Insurance - Joe Jackson
Joseph L. Jackson
7920 Preston Rd #300
Plano, TX 75024
Phone:
(972) 690-9090
Fax:
(972) 712-6944
Retirement Counseling
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See Also:
Insurance
Member Since: 2011

Valliance Bank
Kyle Spragins
5900 S. Lake Forest Dr #100
McKinney, TX 75070
Phone:
(214) 544-2400
Fax:
(214) 544-9733
We also leverage our relationships in the community to connect our customers with the right partners to help their businesses grow and prosper.
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See Also:
Banks
Member Since: 2016

Allstate Insurance - Fenwick Agency
Peggy Fenwick
5601 Democracy Dr #295
Plano, TX 75024
Phone:
(972) 596-3500
Fax:
(972) 596-5617
We take care of your Retirement Plans, Annuities, Life Insurance, personalized annual renews, for over 18 years. This is a service offered at no charge to our customers.
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See Also:
Insurance, Frisco Chamber of Commerce Ambassadors
Member Since: 2015

BB&T - Wealth
Jennifer Luney
7900 Preston Rd
Plano, TX 75024
Phone:
(469) 365-1405
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See Also:
Banks, Loans, Mortgage Companies
Member Since: 2016

Credit Union of Texas
Ana Ortiz
7801 Coit Rd
Plano, TX 75149
Phone:
(800) 314-3828
Fax:
(972) 301-1856
Experience more at CUTX: more security with our Secure Plus checking account, more savings with our competitive auto loan and refinance rates and more top-notch customer service. Coming soon to an area near you, available online now. Join us today. Federally insured by NCUA.
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See Also:
Banks
Member Since: 2016

Farmers Insurance - Leigh-Ellen Norman Agency
1701 Legacy Dr #135
Frisco, TX 75034
Phone:
(972) 239-6025
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See Also:
Insurance, Frisco Chamber of Commerce Ambassadors
Member Since: 2015

Hearthstone Financial
Dan Bollner - David Quick, CPA
16610 Dallas Pkwy #1700
Dallas, TX 75248
Phone:
(972) 672-4759
Fax:
(972) 503-8282
Securities and Investment Advisory Services offered through Foresters Equity Services, Inc. Member FINRA, SIPC and a Registered Investment Advisor. Hearthstone is independent of Foresters Equity Services, Inc. Hearthstone Financial is not a CPA firm.
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Member Since: 2015

PlainsCapital Bank - The Star Lending
Jamie Robertson
One Cowboys Way #250
Frisco, TX 75034
Phone:
(972) 731-3900
Fax:
(972) 335-6616
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See Also:
Loans, Real Estate Developers & Investors, Business & Management Consultants
Member Since: 2017

Premier Educators Insurance & Financial Services
Bert Robinson
2770 Main St #130
Frisco, TX 75033
Phone:
(972) 731-4339
Annuities, Mutual Funds, Educators
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Member Since: 2012

Redwood Financial
Colleen Nurre
3108 W. 5th St #810
Fort Worth, TX 76107
Phone:
(817) 937-6147
Fax:
(817) 288-0988
Send Email   Click Icon for a Map   
Member Since: 2017

United Debt Services
Corinne Maples
2611 Internet Blvd #201
Frisco, TX 75034
Phone:
(866) 544-3495
Our strong relationships with creditors and knowledge of the credit card industry give us an advantage that consumers around the country are relying on more and more to hep them negotiate and settle their debts for a fraction of their existing balance.
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Member Since: 2014

 
     
 
 

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