Financial Advising in Frisco, TX

“I've been a client of Cain Watters & Associates for about 15 years, and I recommend them without reservation to dentists looking for experienced financial advisors.

Dan Wicker and the CWA team have guided us through nearly every major transition in our professional lives—from purchasing a practice, bringing on associates, and adding a partner to ultimately selling the practice. Each of those decisions carried significant financial and relational complexity, but CWA's experience and well-tested approach gave us confidence that we were making sound decisions. Looking back, those transitions resulted in stable, win-win outcomes that could have gone very differently without their guidance.

Beyond practice transitions, they've provided thoughtful advice on tax planning, investments, retirement, and long-term financial strategy. Their recommendations have always been practical and tailored to the unique challenges dentists face.

What I appreciate most is the relationship we've built with Dan over the years. Our annual meetings have become something we genuinely look forward to—not just to review finances, but to discuss goals, opportunities, and life. Dan has been a trusted advisor, a steady voice through important decisions, and a true friend.

I'm grateful for Dan and the entire CWA team. Their expertise has made a meaningful difference in our professional success and our family's financial future, and I recommend them wholeheartedly.

Jansen and Holly Richins”

“I went to the Frisco branch today for some help with my account. I didn’t expect much because I’ve been to other branches and they all tell me to work with customer service, maybe because I don’t have much money. However, I was greeted with a big smile right away, instead of telling me to call customer service, Van took the time to explain to me and went over all the details, she didn’t care how little money in my account. I was very pleased and satisfied with her service. This is my to go branch now.”

“What a terrific place if you actually want help getting banking done. I never go into the branch of my big National Bank because they really can't help you with much. They really don't have any answers. They can't help you with personal finance or loans. It's really sad. RBFCU actually was able to help me with everything I needed. It was quite refreshing! They may be based out of San antonio, but they helped me right here. I'm now a member, and will consider moving more of my banking here.”

“Got a chance to visit RBFCU bank at the Frisco location today, and luckily I had the opportunity to meet Margaret, who helped me with withdrawing cash. I must say—she is a wonderful woman with such positive energy and a warm aura.

I truly recommend that anyone visiting take a moment to interact with her—you’ll feel those uplifting, blessing vibes right away. Her softness, kindness, and genuine care completely made my day.

Waheguru always bless her 🙏”