3 Best Financial Services in Denton, TX

“Delaine Moore is a licensed financial advisor in Texas, Michigan, Illinois, and Georgia and holds licenses including Series 7 and Series 66 securities, annuities, long-term care, life, accident, health, and disability. As an Edward Jones financial advisor, he believes it's essential to understand your goals before investing your money and to know how much risk you're comfortable with. This understanding helps him balance that with the steps needed to reach your long-term objectives. Delaine Moore and his team can work together to develop specific strategies to help you achieve your goals. Edward Jones can also monitor your progress to help you stay on track or determine if any adjustments need to be made.”

“Bluecrest North Texas is a comprehensive financial services firm serving clients. They work to build financial strategies by taking a very holistic approach based on your priorities. They are in the long-term relationship business and walk alongside their clients through the different phases of life. They recommend any product or service; they ask questions to get a clear understanding of your financial goals and objectives. Bluecrest North Texas then analyzes your insurance and investment portfolio to identify any gaps that may exist in your current coverage. They work closely with you over time through periodic reviews to help you evaluate the strategies in place and their capacity to continue helping you meet your goals.”

“Relevance Capital Management is a local, fee-only financial advisory firm that prides itself on independence and a fierce dedication to helping you accomplish your goals for retirement. Jimmy Rench is the founder of Relevance Capital Management. Jimmy has been a Certified Financial Planner™ since 1993 and is a past instructor for the Professional Development Institute of the University of North Texas, where he taught the comprehensive Case Studies class for those seeking the CFP® designation. Jimmy also serves as a member of the Board of Directors for North Texas Public Broadcasting, Inc., the company that owns KERA and KXT FM, Dallas-Fort Worth’s PBS and NPR affiliate stations. As part of his role on the Board of Directors, Jimmy serves on the Investment Committee. Jimmy is also a member of the Financial Planning Association.”