Frisco Area Financial Advisors

Our business strategy for Responsible Growth focuses on how we grow in the right way & ensure a return for our business, clients, shareholders and communities.

Our business strategy for Responsible Growth focuses on how we grow in the right way & ensure a return for our business, clients, shareholders and communities.

Personal banking, small business, commercial banking, wealth management

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.

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.

At CrossFirst Bank, you will experience an array of convenient services at your fingertips to fulfill your business and personal banking needs and accomplish your financial goals.

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.

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.

Full service bank with a complete line of financial services. Including, but not limited to, various deposit accounts, investment accounts and loan services. Serves Collin, Grayson, Denton and Dallas Counties.

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.

Merit is a financial services firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement.

Start simple. A basic account comes with a banking partner.

Financial Advisors

Whitley Penn LLP, a public accounting firm, provides service in the areas of Assurance and Advisory, Tax, Valuation, Litigation Support, Financial Services, Risk Management, Business Process Improvement, Transaction Services, and Business Consulting.

Commercial Banking/ Financial Institution

Commercial Banking/ Financial Institution

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.

Founding Principles = Faith Patience Discipline Proper Planning Brings Peace

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.

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 preserving our clients assests.

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.

Edward Jones works on a variety of customized solutions for helping clients prepare for retirement, live in retirement, save for major purchases, fund a child's or grandchild's education and transfer assets.

Do you know how people wonder if they have enough to retire or if their family would be ok financially if something were to happen? We help solve those questions through Financial Advice.

Chad Rudy is a CERTIFIED FINANCIAL PLANNER™ professional and serves as Executive Vice President for Retirement Investment Advisors, Inc. Since 2009, he has been providing comprehensive financial planning including investment review and planning, tax plan