Strategic Estate Planning Services Inc
Hours:
4425 Plano Pkwy Suite 101, Carrollton TX 75010 Hours
About Strategic Estate Planning Services Inc
Strategic Estate Planning Services Inc. is a comprehensive financial planning firm that offers a team approach for families. Recognized for excellence, the team is known for their knowledge and genuine care for clients. They have experience in settling estates and are honest and upfront about services. The firm prioritizes customer needs and provides trustworthy advice, making them a top choice for those seeking reliable financial guidance. Led by award-winning advisor Mark Pruitt, who was named 2012 Advisor of the Year, the team includes licensed insurance agents and investment advisors. Securities are offered through AE Wealth Management. Clients appreciate their professionalism, dedication, and personalized service.
Most Recent Reviews
December 2025
Mark, Morgan, Justin and the team are incredible people and do really good work! I'm impressed. Not only do they know their stuff, but they care about the people they are serving. I appreciate that! I recommend them with a high degree of confidence and believe they will serve you well.
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.
More Comments(8)
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