Investing in Mckinney, TX
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5 locations found near Mckinney
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2600 Eldorado Pkwy STE 260, McKinney TX 75070
“The quality of an advisor isn’t how much money you make in the good times it is how you perform in the bad times. I have been with Trent through the bad times of 2008 2009 and the crazy March of 2020. The performance of my portfolio was much better and recovery was greater than my friends with other advisors. Trent is always available and willing to talk through my investments at a level that I can understand.I cant say enough how please I have been with Trent’s guidance”
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201 W Virginia St STE 102, McKinney TX 75069
“Eric is truly outstanding when it comes to financial advising and wealth management. He’s professional, highly knowledgeable, and always on top of the latest strategies. What sets him apart is how much he gives back to the community, especially through his focus on supporting women with their financial goals. He’s passionate about education and even hosts an excellent resource—the Simply Living Podcast—to help people make smarter financial decisions.”
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6401 S Custer Rd, McKinney TX 75070
“Phil was so patient with my incessant questions about setting up a trust and even explained things in a manner in which even I could understand! Setting this up for us haven given my husband and I such a sense of peace i.e. having things in order! I highly recommend!”
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2775 Central Expressway Ste 140, Mckinney TX 75070
“We have been with Scott Parker's office for nearly 6 years now. Always great service. I have mainly worked with Janet initially and Angie more recently. Both are wonderful to work with. Moved my parent's accounts and also an aunt's account. Angie was great to set up and facilitate the transfer.”
