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

Wells Fargo Bank - Frisco Preston Road
Cheril Barron
3080 Preston Road
Frisco, TX 75034
Phone:
(972) 344-9754
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Banks, Loans, Accounting Services
Member Since: 2016

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 Advisors
Member Since: 2016

BB&T
Jack White
15150 Preston Road
Dallas, TX 75248
Phone:
(469) 791-4548
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Banks, Loans
Member Since: 2016

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

BB&T - Little Elm
Luis Grimaldo
12292 FM 423
Frisco, TX 75033
Phone:
(469) 268-3048
Fax:
(214) 705-1791
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Banks, Loans, Mortgage Companies
Member Since: 2012

BB&T - Preston Road
Robert Chase
6021 Preston Road
Frisco, TX 75034
Phone:
(972) 624-7101
Fax:
(972) 712-4865
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Banks, Loans, Mortgage Companies
Member Since: 2000

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 Advisors
Member Since: 2016

Moss Adams LLP
Tooba Subhan
8750 North Central Expressway, Suite 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 Certified Development Corp.
Sarah Rega
1101 E. Plano Pkwy #A
Plano, TX 75074
Phone:
(972) 516-0514
Fax:
(972) 424-7479
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Business & Management Consultants, Real Estate - Commercial, Loans
Member Since: 2000

Sikich LLP
Frederick Bennett
6860 North Dallas Parkway, Suite 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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Accounting Services, Accounting/Tax 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 Advisors
Member Since: 2016

Wells Fargo Bank - Dallas North Tollway & Eldorado
Sayeeda Afeef
5015 Eldorado Parkway
Frisco, TX 75033
Phone:
(214) 872-3244
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Mortgage Companies, Loans, Banks
Member Since: 2016

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

Wells Fargo Bank - Preston & Main
Joseph Buchta
8988 Preston Road
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
Sayeeda Afeef
4851 Legacy Drive #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

First National Bank Southwest Mortgage Group
Michael Bruegel
4500 Preston Road
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 Street #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 Street #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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Financial Advisors, Insurance, Investment Counselors
Member Since: 2013

RBFCU - Eldorado Branch
Adam Winkler
11350 Dallas North Tollway
Frisco, TX 75034
Phone:
(800) 580-3300
Save time, save money and earn money with credit union membership with RBFCU. Use RBFCU’s FREE cash back checking, low auto loan rates, home financing & refinancing and FREE eServices, including a mobile app that lets you deposit checks by phone. Join online today at rbfcu.org. Federally Insured by NCUA.
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See Also:
Banks, Credit Unions, Loans
Member Since: 2015

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

Texas Bank and Trust
Barry Brown
2801 Network Blvd. #105
Frisco, TX 75034
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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Banks, Loans, Mortgage Companies
Member Since: 2013

UMB Bank
Gerardo Garcia
2323 Ross Avenue, Suite 100
Dallas, TX 75201
Phone:
(214) 387-3000
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Banks
Member Since: 2013

Anderson Agency, Farmers Insurance
Ann Anderson
6500 Preston Rd., Suite 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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Insurance, Veteran-Owned Business, Team B2B, Ambassadors
Member Since: 2014

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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Investment Counselors, Financial Advisors
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 Advisors
Member Since: 2009

Freedom Equity Group
Christopher Mares
Phone:
(469) 464-6507
Personal and Business Financial Services and Insurance products
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See Also:
Loans
Member Since: 2016

Freedom Financial Partners
Christopher Mares
Phone:
(469) 464-6507
Freedom Financial Partners leaders has over 80 years experience in the financial and insurance industry. This is the initial step to to achieving financial freedom.
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Insurance
Member Since: 2016

Hansel Hickman Insurance Agency
Paul Torres
6100 Preston Road
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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Insurance
Member Since: 2015

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 Advisors
Member Since: 2016

InTouch Credit Union Frisco - Warren Branch
Ginger Gordon
9151 Warren Parkway
Frisco, TX 75034
Phone:
(214) 975-3190
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, Ambassadors
Member Since: 2014

Liberty Mutual Insurance Personal Insurance
Bruce Schwartz
5300 Town & Country Blvd. Suite 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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Insurance
Member Since: 2014

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

New York Life - Mike Simmons
Michael Simmons
12201 Merit Drive #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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Insurance, Senior Service Alliance - SSA, Ambassadors
Member Since: 2011

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

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 Advisors
Member Since: 2016

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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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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Banks
Member Since: 2014

PointBank - Little Elm
Lori Krouskos
2103 E. Eldorado Parkway
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 Street
Frisco, TX 75034
Phone:
(972) 712-4499
Fax:
(214) 387-8543
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Banks
Member Since: 2004

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

Tax Mart International - "Se Habla Espanol"
Rebecca Crow
13021 Coit Road, Suite 98
Dallas, TX 75240
Phone:
(972) 763-0528
Fax:
(972) 763-0529
Credit repair and education; Payday, Title, Installment and Mortgage Loans. Free credit consultation. 50% off on setup and analysis. We can legally remove inaccurate, unverifiable, outdated information from credit files from all 3 major credit bureaus.
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Tax Service
Member Since: 2008

Valliance Bank
Joseph McCutcheon
5900 S. Lake Forest Drive, Suite 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

Whitley Penn LLP
Matthew Reiter CPA
8343 Douglas Avenue, Suite 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

Allstate Insurance - Fenwick Agency
Peggy Fenwick
5601 Democracy Drive #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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Insurance, Ambassadors
Member Since: 2015

BB&T - Wealth
Jennifer Luney
2001 Ross Ave #2700
Dallas, TX 75201
Phone:
(214) 234-7715
Fax:
(214) 691-8806
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See Also:
Banks, Loans, Mortgage Companies
Member Since: 2016

Credit Union of Texas
Ana Ortiz
8131 LBJ Freeway, Suite 500
Dallas, TX 75251
Phone:
(972) 705-4835
Fax:
(972) 301-1856
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See Also:
Banks
Member Since: 2016

Farmers Insurance - Leigh-Ellen Norman Agency
1701 Legacy Drive, Suite 135
Frisco, TX 75034
Phone:
(972) 239-6025
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Insurance, Ambassadors
Member Since: 2015

Hearthstone Financial
Dan Bollner - David Quick, CPA
16610 Dallas Pkwy, Ste 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

Premier Educators Insurance & Financial Services
Bert Robinson
2591 Dallas Parkway, Suite 300
Frisco, TX 75034
Phone:
(972) 731-4339
Annuities, Mutual Funds, Educators
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Member Since: 2012

RBFCU - Preston Branch
Mark Weidman
4040 Preston Road
Frisco, TX 75034
Phone:
(800) 580-3300
Save time, save money and earn money with credit union membership with RBFCU. Use RBFCU’s FREE cash back checking, low auto loan rates, home financing & refinancing and FREE eServices, including a mobile app that lets you deposit checks by phone. Join online today at rbfcu.org. Federally Insured by NCUA.
Send Email   Click Icon for a Map   
See Also:
Banks, Credit Unions, Loans
Member Since: 2015

United Debt Services
Corinne Maples
2611 Network Blvd., Suite 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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