Financial Services
 
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 & Credit Unions, Financial Advisors & Wealth Management, Business Support Services, Financial Advisors & Wealth Management
Member Since: 2016

Bank of America
Ryan Blake
One Cowboys Way #500
Frisco, TX 75034
Phone:
(469) 294-7152
Fax:
(800) 477-9760
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
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Banks & Credit Unions, Financial Advisors & Wealth Management, Business Support Services, Financial Advisors & Wealth Management
Member Since: 2016

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
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Banks & Credit Unions, Financial Advisors & Wealth Management, Business Support Services, Financial Advisors & Wealth Management
Member Since: 2023

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
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Banks & Credit Unions, Financial Advisors & Wealth Management, Business Support Services, Financial Advisors & Wealth Management
Member Since: 2023

Comerica Bank - Dallas
Carmen Branch
1717 Main St
Dallas, TX 75201
Phone:
(214) 462-6681

Personal banking, small business, commercial banking, wealth management

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Business Support Services, Financial Advisors & Wealth Management, Banks & Credit Unions, Financial Advisors & Wealth Management
Member Since: 2023

Comerica Bank Business & Innovation Hub
Carmen Branch
17 Cowboys Way
10th Floor
Frisco, TX 75034
Phone:
(214) 462-6681
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See Also:
Financial Advisors & Wealth Management, Banks & Credit Unions
Member Since: 2024

Merrill Lynch Wealth Management
Daniel Greer
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 & Wealth Management, Banks & Credit Unions, Business Support Services, Financial Advisors & Wealth Management
Member Since: 2016

Merrill Lynch Wealth Management
Daniel Greer
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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See Also:
Financial Advisors & Wealth Management, Banks & Credit Unions, Business Support Services, Financial Advisors & Wealth Management
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 & Wealth Management, Banks & Credit Unions, Business Support Services, Financial Advisors & Wealth Management
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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See Also:
Financial Advisors & Wealth Management, Banks & Credit Unions, Business Support Services, Financial Advisors & Wealth Management
Member Since: 2016

Busey Bank
Jason Dudley
3000 Internet Blvd #150
Frisco, TX 75034
Phone:
(469) 365-2130
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.
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Banks & Credit Unions, Financial Advisors & Wealth Management
Member Since: 2022

Busey Bank
Jason Dudley
3000 Internet Blvd #150
Frisco, TX 75034
Phone:
(469) 365-2130
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.
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See Also:
Banks & Credit Unions, Financial Advisors & Wealth Management
Member Since: 2022

First United Bank - Lebanon Road
Chris Jamison
7050 Lebanon Rd
Frisco, TX 75034
Phone:
(972) 335-1900
Fax:
(972) 668-7945
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.
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See Also:
Banks & Credit Unions, Financial Advisors & Wealth Management, Banks & Credit Unions
Member Since: 2004

First United Bank - Plano Parkwood
D'Andre Allegra
3930 Dallas Pkwy
Plano, TX 75093
Phone:
(469) 606-6222
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.
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Banks & Credit Unions, Banks & Credit Unions, Financial Advisors & Wealth Management
Member Since: 2022

First United Bank - Preston Road
Chris Jamison
6100 Preston Rd
Frisco, TX 75034
Phone:
(972) 335-1900
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.
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See Also:
Banks & Credit Unions, Financial Advisors & Wealth Management, Banks & Credit Unions
Member Since: 1997

First United Bank - Prosper
Greg Massey
100 N Preston Rd
Prosper, TX 75078
Phone:
(972) 335-1900
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.
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See Also:
Banks & Credit Unions, Financial Advisors & Wealth Management, Banks & Credit Unions
Member Since: 2018

PlainsCapital Bank - Legacy Branch
Jamie Robertson
2500 Legacy Dr #150
Frisco, TX 75034
Phone:
(972) 731-3900
Fax:
(972) 335-6616
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.
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See Also:
Banks & Credit Unions, Real Estate - Commercial & Residential, Real Estate - Commercial & Residential
Member Since: 2002

PlainsCapital Bank - The Star Branch
Jamie Robertson
6635 Cowboys Way #100
Frisco, TX 75034
Phone:
(972) 731-3900
Fax:
(972) 335-6616
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.
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See Also:
Banks & Credit Unions, Real Estate - Commercial & Residential, Real Estate - Commercial & Residential
Member Since: 2017

PlainsCapital Bank - The Star Lending
Jamie Robertson
One Cowboys Way #250
Frisco, TX 75034
Phone:
(972) 731-3900
Fax:
(972) 335-6616
We look forward to providing the same outstanding, personalized service you have come to expect from PlainsCapital. Stop by Frisco's premier sports and entertainment disctrict and say hi to your neighborhoos bankers!
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See Also:
Real Estate - Commercial & Residential, Business Consulting
Member Since: 2017

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

Simmons Bank - Dallas Preston Center
Blanca Franco
5950 Berkshire Ln #350
Dallas, TX 75225
Phone:
(972) 624-2900
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.
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See Also:
Banks & Credit Unions
Member Since: 2017

Simmons Bank - Dallas Preston Center
Blanca Franco
5950 Berkshire Ln #350
Dallas, TX 75225
Phone:
(972) 624-2900
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.
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See Also:
Banks & Credit Unions
Member Since: 2017

Simmons Bank - Dallas Preston Center
Blanca Franco
5950 Berkshire Ln #350
Dallas, TX 75225
Phone:
(972) 624-2900
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.
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See Also:
Banks & Credit Unions
Member Since: 2017

Simmons Bank - Frisco
Umar Iqbal
11811 Custer Rd
Frisco, TX 75035
Phone:
(469) 796-4645
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
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See Also:
Banks & Credit Unions
Member Since: 2017

Simmons Bank - Frisco
Umar Iqbal
11811 Custer Rd
Frisco, TX 75035
Phone:
(469) 796-4645
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.
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See Also:
Banks & Credit Unions
Member Since: 2017

Simmons Bank - Frisco
Umar Iqbal
11811 Custer Rd
Frisco, TX 75035
Phone:
(469) 796-4645
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.
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See Also:
Banks & Credit Unions
Member Since: 2017

Simmons Bank - Gunter
Jeremy Frick
921 N 8th St
Gunter, TX 75058
Phone:
(903) 433-4405
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.
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See Also:
Banks & Credit Unions
Member Since: 2017

Simmons Bank - Gunter
Jeremy Frick
921 N 8th St
Gunter, TX 75058
Phone:
(903) 433-4405
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.
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See Also:
Banks & Credit Unions
Member Since: 2017

Simmons Bank - Gunter
Jeremy Frick
921 N 8th St
Gunter, TX 75058
Phone:
(903) 433-4405
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.
Send Email   Click Icon for a Map   
See Also:
Banks & Credit Unions
Member Since: 2017

Simmons Bank - LBJ
Jonathan Wright
1603 LBJ Frwy #100
Dallas, TX 75234
Phone:
(972) 919-1600
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.
Send Email   Click Icon for a Map   
See Also:
Banks & Credit Unions
Member Since: 2017

Simmons Bank - LBJ
Jonathan Wright
1603 LBJ Frwy #100
Dallas, TX 75234
Phone:
(972) 919-1600
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.
Send Email   Click Icon for a Map   
See Also:
Banks & Credit Unions
Member Since: 2017

Simmons Bank - LBJ
Jonathan Wright
1603 LBJ Frwy #100
Dallas, TX 75234
Phone:
(972) 919-1600
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.
Send Email   Click Icon for a Map   
See Also:
Banks & Credit Unions
Member Since: 2017

SWYPIT.com
Kevin Hodes
3001 Dallas Pkwy #120
Frisco, TX 75034
Phone:
(877) 379-9748

You have tried the rest, now try the best! Anyone can offer you merchant services. But do they really do what they say they will do? Call us and you will truly experience the difference!

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See Also:
Banks & Credit Unions, Books, Gifts, & Specialty Items
Member Since: 2009

SWYPIT.com
Kevin Hodes
3001 Dallas Pkwy #120
Frisco, TX 75034
Phone:
(877) 379-9748

You have tried the rest, now try the best! Anyone can offer you merchant services. But do they really do what they say they will do? Call us and you will truly experience the difference!

Send Email   Click Icon for a Map   
See Also:
Banks & Credit Unions, Books, Gifts, & Specialty Items
Member Since: 2009

Texas Bank and Trust
Cindi Jackson
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 $4 billion in assets, TB&T stands as one of the strongest independent community banks in the state.
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See Also:
Banks & Credit Unions
Member Since: 2013

Texas Bank and Trust
Cindi Jackson
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 $4 billion in assets, TB&T stands as one of the strongest independent community banks in the state.
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See Also:
Banks & Credit Unions
Member Since: 2013

Texas Bank and Trust
Cindi Jackson
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 $4 billion in assets, TB&T stands as one of the strongest independent community banks in the state.
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Banks & Credit Unions
Member Since: 2013

TIAA
Julie Cross
3965 Dallas Parkway
Frisco, TX 75034
Phone:
(704) 988-1201

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.

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Member Since: 2024

Truist
Marvin McHellon Jr
15150 Preston Rd #100
Dallas, TX 75248
Phone:
(469) 791-4543
Fax:
(469) 791-4511
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.
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See Also:
Banks & Credit Unions, Financial Advisors & Wealth Management
Member Since: 2016

Truist - Legacy Drive
Connie Alvarez
3434 Legacy Dr
Frisco, TX 75034
Phone:
(469) 365-6000
Fax:
(469) 365-6055
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.
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See Also:
Banks & Credit Unions
Member Since: 2007

Truist - Legacy Drive
Connie Alvarez
3434 Legacy Dr
Frisco, TX 75034
Phone:
(469) 365-6000
Fax:
(469) 365-6055
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.
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See Also:
Banks & Credit Unions
Member Since: 2007

Truist - Legacy Drive
Connie Alvarez
3434 Legacy Dr
Frisco, TX 75034
Phone:
(469) 365-6000
Fax:
(469) 365-6055
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.
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See Also:
Banks & Credit Unions
Member Since: 2007

Truist - Little Elm
Nicole Forde-Smith
12292 FM 423
Frisco, TX 75033
Phone:
(469) 268-3222
Fax:
(214) 705-1791
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.
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See Also:
Banks & Credit Unions
Member Since: 2012

Truist - Little Elm
Nicole Forde-Smith
12292 FM 423
Frisco, TX 75033
Phone:
(469) 268-3222
Fax:
(214) 705-1791
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.
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See Also:
Banks & Credit Unions
Member Since: 2012

Truist - Little Elm
Nicole Forde-Smith
12292 FM 423
Frisco, TX 75033
Phone:
(469) 268-3222
Fax:
(214) 705-1791
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.
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See Also:
Banks & Credit Unions
Member Since: 2012

Truist - Preston Road
Marvin McHellon Jr
5125 Preston Rd
Frisco, TX 75034
Phone:
(469) 535-2216
Fax:
(469) 791-4508
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.
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See Also:
Banks & Credit Unions
Member Since: 2000

Truist - Preston Road
Marvin McHellon Jr
5125 Preston Rd
Frisco, TX 75034
Phone:
(469) 535-2216
Fax:
(469) 791-4508
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.
Send Email   Click Icon for a Map   
See Also:
Banks & Credit Unions
Member Since: 2000

Truist - Preston Road
Marvin McHellon Jr
5125 Preston Rd
Frisco, TX 75034
Phone:
(469) 535-2216
Fax:
(469) 791-4508
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.
Send Email   Click Icon for a Map   
See Also:
Banks & Credit Unions
Member Since: 2000

Truist - Wealth
3434 Legacy Dr
Frisco, TX 75034
Phone:
(469) 365-6005
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.
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Member Since: 2016

Truist - Wealth
3434 Legacy Dr
Frisco, TX 75034
Phone:
(469) 365-6005
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.
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Banks & Credit Unions
Member Since: 2016

Wells Fargo Advisors - Craig Moen
Craig Moen, Financial Advisor
17 Cowboys Way #500
Frisco, TX 75034
Phone:
(214) 436-4814

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. 

Investment and Insurance Products:

Not FDIC Insured

No Bank Guarantee

May Lose Value

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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Financial Advisors & Wealth Management, Financial Advisors & Wealth Management
Member Since: 2007

Whitley Penn LLP
Matthew Reiter CPA
5908 Headquarters Dr #300
Plano, TX 75024
Phone:
(469) 776-3610
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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Accounting & Tax Services, Financial Advisors & Wealth Management
Member Since: 2013

Bank OZK - Frisco Preston
Tony Graham
5178 Preston Rd
Frisco, TX 75034
Phone:
(972) 434-3251

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.

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Banks & Credit Unions
Member Since: 2022

Bank OZK - Frisco Preston
Tony Graham
5178 Preston Rd
Frisco, TX 75034
Phone:
(972) 434-3251

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.

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Banks & Credit Unions
Member Since: 2022

Bank OZK - Lebanon Rd
Afroz Elias
7197 Lebanon Rd
Frisco, TX 75034
Phone:
(469) 362-6806
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.
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Banks & Credit Unions
Member Since: 2022

Bank OZK - Lebanon Rd
Afroz Elias
7197 Lebanon Rd
Frisco, TX 75034
Phone:
(469) 362-6806
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.
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Banks & Credit Unions
Member Since: 2022

Benchmark Bank
Kelly Buettner
5700 Legacy Dr #10
Plano, TX 75024
Phone:
(972) 6673-4000

Banking services.

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Banks & Credit Unions
Member Since: 2025

Cain Watters & Associates
Erin Jeffries
17 Cowboys Way #300
Frisco, TX 75034
Phone:
(972) 233-3323

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.

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Financial Advisors & Wealth Management, Accounting & Tax Services, Accounting & Tax Services, Financial Advisors & Wealth Management
Member Since: 2023

First Lonestar Bank
Scott Hughes
2600 Dallas Pkwy #140
Frisco, TX 75034
Phone:
4693893660

We understand every borrower is different, and we offer a variety of products and programs to meet your individual needs and requirements. Please contact a FLB Mortgage Loan Officer for a complete list of available mortgage options.

Call an FLB Mortgage Lender today!

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Banks & Credit Unions
Member Since: 2024

FNBO - First National Bank of Omaha - Preston
Geoffrey Eglen
4500 Preston Rd
Frisco, TX 75034
Phone:
(469) 633-8400
Fax:
(469) 633-8450

Commercial Banking/ Financial Institution

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Banks & Credit Unions, Financial Advisors & Wealth Management
Member Since: 2000

FNBO - First National Bank of Omaha - Teel
Geoffrey Eglen
9161 Teel Pkwy
Frisco, TX 75034
Phone:
(972) 731-4848
Fax:
(972) 731-4849

Commercial Banking/ Financial Institution

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Banks & Credit Unions, Financial Advisors & Wealth Management
Member Since: 2005

FNBO - First National Bank of Omaha 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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Real Estate
Member Since: 2013

FNBO - First National Bank of Omaha Mortgage Group
Michael Bruegel
4500 Preston Rd
Frisco, TX 75034
Phone:
(817) 925-9393
Fax:
(469) 633-8450

First National Bank Southwest, it's easy to finance your new home. For a century and a half, we've set the standard for outstanding customer service. Whether you are looking to buy or build a home, First National Bank Southwest has the financing to meet your needs.

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Real Estate
Member Since: 2013

Frost Bank
Justin Shoemaker
7101 Warren Pkwy
Frisco, TX 75034
Phone:
(214) 515-4552

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.

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Banks & Credit Unions
Member Since: 2022

Frost Bank
Justin Shoemaker
7101 Warren Pkwy
Frisco, TX 75034
Phone:
(214) 515-4552

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.

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Banks & Credit Unions
Member Since: 2022

Frost Bank - Frisco
Justin Shoemaker
7101 Warren Pkwy
Frisco, TX 75034
Phone:
(214) 515-4361

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.

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Banks & Credit Unions
Member Since: 2023

Frost Bank - Frisco
Justin Shoemaker
7101 Warren Pkwy
Frisco, TX 75034
Phone:
(214) 515-4361

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.

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Member Since: 2023

Frost Bank - Little Elm
Ashraf Weiss
2785 E Eldorado Pkwy #100
Little Elm, TX 75068
Phone:
(214) 515-4896
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.
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Banks & Credit Unions
Member Since: 2022

Frost Bank - Little Elm
Ashraf Weiss
2785 E Eldorado Pkwy #100
Little Elm, TX 75068
Phone:
(214) 515-4896

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.

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Banks & Credit Unions
Member Since: 2022

Truist
Marvin McHellon Jr
15150 Preston Rd #100
Dallas, TX 75248
Phone:
(469) 791-4543
Fax:
(469) 791-4511
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.
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Banks & Credit Unions, Financial Advisors & Wealth Management
Member Since: 2016

b1BANK
Brian Livingston
3010 Gaylord Pkwy #140
Frisco, TX 75034
Phone:
(214) 238-4186
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.
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Banks & Credit Unions
Member Since: 2021

Fontana Financial Planning
Patrick Fontana
12240 Inwood Rd #450
Dallas, TX 75244
Phone:
(214) 400-1001

Financial Planning Firm

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Financial Advisors & Wealth Management
Member Since: 2022

Lamar National Bank Celina
Corbett Howard
110 S Preston Rd
Celina, TX 75009
Phone:
(469) 296-1192
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Banks & Credit Unions
Member Since: 2022

Lamar National Bank Frisco
Mercedes Butler
6801 Gaylord Pkwy #101
Frisco, TX 75034
Phone:
(469) 956-4336
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.”
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Member Since: 2022

North Dallas Bank & Trust Co.
Kathy Selvidge
7359 Preston Rd
Frisco, TX 75034
Phone:
(972) 712-7100
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Banks & Credit Unions
Member Since: 1996

PointBank - Aubrey
Shannon Black
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 & Credit Unions
Member Since: 2014

PointBank - Little Elm
Raymond Longstreth
2103 E Eldorado Pkwy
Little Elm, TX 75068
Phone:
(940) 230-6522
Fax:
(972) 294-4334

PointBank is a true community bank serving Denton County, Texas, with a rich history that spans over 140 years. Originally founded in 1884 as Pilot Point National Bank—predating the Texas Banking System—it was chartered as a national bank in 1892 and eventually renamed to PointBank. With nine convenient locations across Denton County, PointBank offers a full range of banking services, including checking and savings accounts, CDs, business and consumer loans, mortgages, and credit cards. Known for our commitment to customer service and community involvement, PointBank has earned the distinction of being voted the best bank in Denton County for over a decade. Whether you’re looking for personal banking services or business solutions, PointBank continues to build on its long-standing reputation of trust, stability, and reliability.

PointBank is a Member FDIC and Equal Housing Lender

   

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Member Since: 2014

Regions Bank - Commercial Bank - North Texas
Sergio Poppe
1717 McKinney Ave #1100
Dallas, TX 75202
Phone:
(469) 515-0739

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.

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Banks & Credit Unions
Member Since: 2019

Regions Bank - Windsong Ranch
Ca-Ron Rainey
16510 FM 423
Frisco, TX 75033
Phone:
(972) 346-6000
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.
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Banks & Credit Unions
Member Since: 2022

State Farm Insurance - Joe Jackson
Dorian S Grant
5151 Headquarters Dr #160
Plano, TX 75024
Phone:
(972) 690-9090
Fax:
(469) 362-4801

Auto, Home, Business, Pet, Life and Health Insurance needs.

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Insurance Services
Member Since: 2011

Veritex Community Bank
Brandon Jackson
1518 Legacy Dr #100
Frisco, TX 75034
Phone:
(469) 525-6765
Fax:
(469) 362-8585
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Banks & Credit Unions
Member Since: 2025

American Mortgage Company
Heidi Riddles
1002 Raintree Circle
Allen, TX 75013
Phone:
(972) 897-6348
At American Mortgage Company, we think constantly about the idea of home. We offer a wide variety of home mortgage loans to ensure you get the best home loan for your unique needs. Explore our home mortgage loan comparison below or contact our knowledgeable mortgage team to determine which home loan is best for you.
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Member Since: 2022

Ameriprise Financial Services
Brian Brode
6860 N Dallas Pkwy #500
Plano, TX 75024
Phone:
2143922420
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Member Since: 2025

Assurance Financial Mortgage
Paul Fisher
2363 US 287 Frontage Rd #204
Mansfield, TX 76063
Phone:
8173087361

Mortgage Lender,  Home Loans, Investment Property Financing, Mortgage Banker, Jumbo Loans, Non-QM lender

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Member Since: 2022

Benchmark Factors, LLC
Darren Stover
7008 Bach
Colleyville, TX 76034
Phone:
(469) 387-4531

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.

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Member Since: 2022

Covenant Financial Partners
Samm Pring
13455 Noel Rd 20th Floor
Dallas, TX 75240
Phone:
(214) 734-9774

We provide a variety of services to meet your needs—whether you're looking for hourly advice, support through a divorce, help with asset division and settlement or ongoing financial planning and investing. We offer both in-person and virtual meetings, so you can access expert guidance no matter where life takes you. Our goal is to offer flexibility and convenience, without ever compromising on quality.

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Member Since: 2025

David Rhodes Cannon, CPA, L.L.C.
David Cannon
6160 Warren Pkwy #100
Frisco, TX 75034
Phone:
(469) 740-1261
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.
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Member Since: 2023

Eagle Estate Services Inc
Essie Turner
9300 Wade Blvd
Frisco, TX 75035
Phone:
(844) 425-2872
Eagle Estate Services offer complemntary estate planning workshops across the country that educate retirees on how to protect their assets and secure their retirement
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Member Since: 2021

IMS Mortgage Services, LLC
Chris Sander
3198 Parkwood Blvd #24003
Frisco, TX 75034
Phone:
(314) 497-9646
Fax:
866-542-9840

At IMS Mortgage Services, LLC, for over 30 years, our mission has been to provide the Best-In-Class service standard in the mortgage industry. We are committed to quality customer service - putting the people we serve first. Our goal is to carefully guide you through the home loan process, so that you can confidently select the best mortgage for you and your family from the many mortgage options that are available today. After you select the loan that is best for you, we will work continuously on your behalf to help you achieve your dream of homeownership.

At IMS Mortgage Services, LLC we strive to make you a client for life. We want to be your first choice each and every time you need a home loan. We provide an exclusive "concierge service" to our clients and we always try to go above and beyond for you so that you will always feel confident referring your family and friends to us for their mortgage financing needs.

Take advantage of our expertise in the residential lending industry and allow us to add value to your business. You will find that the skill, professionalism, and consideration we give to each of our clients makes getting your loan a worthwhile endeavor. 

At IMS Mortgage Services, we DELIVER what others promise.

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Member Since: 2025

LUCI Financial Solutions LLC
LaTara Scott
5301 Alpha Rd #80
Dallas, TX 75240
Phone:
(214) 233-5454
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Member Since: 2024

Northwestern Mutual - Nick Reinert
Nick Reinert
8787 Legacy Dr #1380
Frisco, TX 75034
Phone:
(972) 731-4009
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Member Since: 2025

TAA Financial, LLC
Tiffany Altekar
4330 McKinney Ave #2
Dallas, TX 75205
Phone:
(636) 388-1177
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Member Since: 2023

Truist - Wealth
3434 Legacy Dr
Frisco, TX 75034
Phone:
(469) 365-6005
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.
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Banks & Credit Unions
Member Since: 2016