Strategic Estate Planning Services Inc
Hours:
4425 Plano Pkwy Suite 101, Carrollton TX 75010 Hours
Most Recent Reviews
July 2023
I dealt with them a couple years back and they went above and beyond to assist in settling my dad’s estate. We inquired today on them consolidating my wife and i’s estate and they were absolutely upfront and honest. I highly recommend Mark and his staff.
July 2022
Excellence in focusing on customer priorities and needs. I interviewed 4 Dallas companies to advise my wife on financial needs and these folks were my 1st choice. Being 10 years older than my wife, statistically I'm dieing 1st so the need is highly trustworthy advisors. These folks excel and are my chosen advisors.
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About Strategic Estate Planning Services Inc
A Financial Services Corporaton that is a comprehensive planning firm that offers a team approach for families. Mark Pruitt selected 2012 Advisor of the Year by Senior Market Advisor Magazine. Mark is a Investment Advisor Representative and Licensed Insurance agent by the State of Texas. Securities offered through AE Wealth Management.
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