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State DirectoryFinancial Planning Consultants in Summerfield Allen, TX
1. Edward Jones - Financial Advisor: Tina Balazhoska
1719 Angel Pkwy, Allen, TX 75002
"He is my advisor and always takes the time to listen and he's managed my investments very well. Would highly recommend working with Rod with Edward Jones Financial."
5. Alesa D. Downing CPA
1506 N Greenville Ave Ste 240, Allen, TX 75002
8. Kathleen weber MBA, APMA
1101 Clearview Dr, Allen, TX 75002
From Business: Kathleen is dedicated to helping individuals and families achieve their financial dreams. She leverages her on going financial services training with a practical tailored…
9. RBFCU - Credit Union
404 E Stacy Rd, Allen, TX 75002
From Business: RBFCU across Texas offers drive-thru ATM, online banking, mobile banking, mortgage loans, student loans, checking, savings, CDs, credit cards & safe deposit box.
14. Eugene Weinstein - Private Wealth Advisor, Ameriprise Financial Services
945 Stockton Dr Unit 2100, Allen, TX 75013
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
15. Anna Blekher - Financial Advisor, Ameriprise Financial Services
945 Stockton Dr Unit 2100, Allen, TX 75013
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
16. Wainwright Financial Services
301 N Allen Dr Ste C, Allen, TX 75013
From Business: We have been working with individuals and businesses in the area for several years. Each of our agents has extensive personal and professional experience. Many hold various…
17. Edward Jones - Financial Advisor: Ryan C Aylor
935 W Exchange Pkwy Bldg B, Allen, TX 75013
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
18. Black Barton
103 S Bonham Dr, Allen, TX 75013
From Business: Professionally Licensed Since 1980, we are a full-service, tax preparation, CPA firm focusing on small business and personal IRS tax. HOURS: Monday - Thursday 8:00am-5:00pm,…
23. Jonathan Shier-Thrivent
900 W Bethany Dr, Allen, TX 75013
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jonathan Shier is committed to providing financial advice,…
24. Barton, Victor, CLTC
900 W Bethany Dr, Allen, TX 75013
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Victor Barton is committed to providing financial advice,…
25. North Texas Wealth Management
790 S Watters Rd Ste 100, Allen, TX 75013
From Business: The North Texas Wealth Management process includes a customized 3D Assessment™ that helps you outline your values and the “why” that drives your finances. Then, we develop a…
29. Edward Jones - Financial Advisor: Samantha L Hendricks
780 N Watters Rd Ste 130, Allen, TX 75013
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
30. Edward Jones - Financial Advisor: John A Pittman
333 E Bethany Dr Ste A130, Allen, TX 75002
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…