Financial Services in Wellington At Preston Meadows Plano, TX

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1. Chase Bank

Chase Bank

4004 Legacy Dr, Plano, TX 75024

CLOSED NOW:9:00 am - 5:00 pm

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

2. The php agency

The php agency

5601 democracy dr ste 110, Plano, TX 75024

OPEN 24 HOURS

From Business: The php agency is a financial services company targeted to help individuals and families make and save money through products such as life insurance, annuities, retirement, and…

YP
16 Years
in Business

3. Hilltop Securities Inc.

Hilltop Securities Inc.

5601 Granite Pkwy Ste 305, Plano, TX 75024

CLOSED NOW:8:00 am - 6:00 pm

From Business: HilltopSecurities is a full-service broker-dealer that provides forthright advice and tailored solutions to municipal issuers, institutions, broker-dealers, RIAs and…

YP
53 Years
in Business

4. Haller, Harlan & Taylor

Haller, Harlan & Taylor

5085 W Park Blvd Ste 150, Plano, TX 75093

YP
19 Years
in Business

5. William Burmeier - Financial Advisor, Ameriprise Financial Services

William Burmeier - Financial Advisor, Ameriprise Financial Services

4504 Legacy Dr Ste 200, Plano, TX 75024

CLOSED NOW:8:30 am - 4:30 pm

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…

6. Mary Pepkin - Private Wealth Advisor, Ameriprise Financial Services

Mary Pepkin - Private Wealth Advisor, Ameriprise Financial Services

4504 Legacy Dr Ste 200, Plano, TX 75024

CLOSED NOW:8:00 am - 5:00 pm

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…

7. Brady Hollingsworth - Financial Advisor, Ameriprise Financial Services

Brady Hollingsworth - Financial Advisor, Ameriprise Financial Services

4504 Legacy Dr Ste 200, Plano, TX 75024

CLOSED NOW:8:00 am - 6:30 pm

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…

8. David Medick - Private Wealth Advisor, Ameriprise Financial Services

David Medick - Private Wealth Advisor, Ameriprise Financial Services

4504 Legacy Dr Ste 200, Plano, TX 75024

CLOSED NOW:9:00 am - 5:00 pm

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…

9. Todd J Bloom - Private Wealth Advisor, Ameriprise Financial Services

Todd J Bloom - Private Wealth Advisor, Ameriprise Financial Services

4504 Legacy Dr Ste 200, Plano, TX 75024

CLOSED NOW:10:00 am - 6:00 pm

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…

10. Leading Edge Advisors - Ameriprise Financial Services

Leading Edge Advisors - Ameriprise Financial Services

4504 Legacy Dr Ste 200, Plano, TX 75024

CLOSED NOW:8:00 am - 6:00 pm

From Business: At Leading Edge Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

11. Gary Grahnquist - Financial Advisor, Ameriprise Financial Services

Gary Grahnquist - Financial Advisor, Ameriprise Financial Services

4504 Legacy Dr Ste 200, Plano, TX 75024

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…

12. Edward Jones

Edward Jones

7000 Preston Rd, Plano, TX 75024

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

13. Edward Jones - Financial Advisor: Tenisha Blair, CFP®|CEPA®|AAMS™|CRPC™

Edward Jones - Financial Advisor: Tenisha Blair, CFP®|CEPA®|AAMS™|CRPC™

7000 Preston Rd Ste 1000, Plano, TX 75024

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

15. Sean Monohan

Sean Monohan

6513 Preston Rd, Plano, TX 75024

CLOSED NOW:8:00 am - 5:00 pm

From Business: QuickBooks Certified ProAdvisor -- Chartered Financial Strategies, LLC is a general tax practice, owned by Sean Monohan, that provides a broad array of services, such as…

YP
20 Years
in Business

18. Edward Jones - Financial Advisor: David K Seals Jr, CEPA®|CRPC™

Edward Jones - Financial Advisor: David K Seals Jr, CEPA®|CRPC™

6305 Preston Rd Ste 800, Plano, TX 75024

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

19. Ronald Lopez - Gateway Mortgage

Ronald Lopez - Gateway Mortgage

5100 Tennyson Pkwy Ste 100, Plano, TX 75024

CLOSED NOW:9:00 am - 5:00 pm

From Business: At Gateway, we weave the knowledge and expertise of our local mortgage professionals together with state-of-the-art technology and the powerful resources of a national company…

20. Pam Preston - Gateway Mortgage

Pam Preston - Gateway Mortgage

5100 Tennyson Pkwy Ste 100, Plano, TX 75024

CLOSED NOW:9:00 am - 5:00 pm

From Business: At Gateway, we weave the knowledge and expertise of our local mortgage professionals together with state-of-the-art technology and the powerful resources of a national company…

21. Bernie Penados - Gateway Mortgage

Bernie Penados - Gateway Mortgage

5100 Tennyson Pkwy Ste 100, Plano, TX 75024

CLOSED NOW:9:00 am - 5:00 pm

From Business: At Gateway, we weave the knowledge and expertise of our local mortgage professionals together with state-of-the-art technology and the powerful resources of a national company…

22. Joshua Glenn - Gateway Mortgage

Joshua Glenn - Gateway Mortgage

5100 Tennyson Pkwy Ste 100, Plano, TX 75024

CLOSED NOW:9:00 am - 5:00 pm

From Business: At Gateway, we weave the knowledge and expertise of our local mortgage professionals together with state-of-the-art technology and the powerful resources of a national company…

23. Yvonne Kearney - Gateway Mortgage

Yvonne Kearney - Gateway Mortgage

5100 Tennyson Pkwy Ste 100, Plano, TX 75024

CLOSED NOW:9:00 am - 5:00 pm

From Business: At Gateway, we weave the knowledge and expertise of our local mortgage professionals together with state-of-the-art technology and the powerful resources of a national company…

24. Gateway Mortgage

Gateway Mortgage

5100 Tennyson Pkwy Ste 100, Plano, TX 75024

CLOSED NOW:9:00 am - 5:00 pm

From Business: At Gateway, we weave the knowledge and expertise of our local mortgage professionals together with state-of-the-art technology and the powerful resources of a national company…

25. Prosperity Bank

Prosperity Bank

7400 Preston Rd, Plano, TX 75024

CLOSED NOW:9:00 am - 5:00 pm

From Business: At Prosperity Bank, we're dedicated to providing services that will simplify your everyday financial needs. Across Texas and Oklahoma, local professionals at more than 280…

26. Michael Erickson

Michael Erickson

4004 Legacy Dr, Plano, TX 75024

From Business: Chad proudly serves clients in the Plano, TX area. Chad has 10 years of experience as a Senior Home Lending Advisor and specializes in pre-qualification, lending to…

27. Ark-La-Tex Financial Services

Ark-La-Tex Financial Services

5160 Tennyson Pkwy, Plano, TX 75024

CLOSED NOW:9:00 am - 5:00 pm

"no one would answer the phone and no machine to leave a message"

28. Mozido

Mozido

5160 Tennyson Pkwy, Plano, TX 75024

30. Edward Jones - Financial Advisor: Jon Barham

Edward Jones - Financial Advisor: Jon Barham

6905 Coit Rd, Plano, TX 75024

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…