Brindle & Bay Wealth Management is one of the best independent, retirement-specific financial planning firms in Frisco, Texas. They create a unique retirement plan for each client that can assist in making properly informed decisions based on the cause and effect of financial decisions. They specialize in income and retirement planning. In addition, they provide specialized portfolio management for the time right before transitioning into retirement. They address optimizing Social Security, generating income from investments, reducing risk, helping limit loss, and achieving added peace of mind for a retirement free from financial stress. They help you reach your goals as well as combat the effects of inflation.
3 Best Financial Services in Frisco, TX
Expert recommended Top 3 Financial Services in Frisco, Texas. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
BRINDLE & BAY REVIEWS
I have been impressed with the expertise, professionalism and integrity of this entire team. Since I retired last year, I engaged in an extensive due diligence process to select a wealth management company. I relocated from California and have complete confidence in my final decision. As a result, I highly recommend Brindle & Bay because they've truly helped me to maintain a realistic plan of action given my personal risk comfort.
Nick is extremely knowledgeable and professional. He was very upfront with what he thought we needed and shared with us what he thought was the best path forward for our particular needs. Extremely happy to have found someone to help us with our financial future.
We have really enjoyed working with Nick and Connie at Stonebridge Financial. We feel that they are very diligent in doing the best job that they can for each individual client, as everyone’s needs are different. Honesty and integrity are very important to us in all areas but especially in dealing with our finances and we felt from the beginning that they definitely have those qualities. We would not hesitate to recommend Stonebridge Financial to our friends and family.
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The Cremé Wealth Team offers accredited investment fiduciary and CFP retirement planning and financial planning advice for retirees, pre-retirees & business owners in Frisco, Texas. The Cremé Wealth Team is a part of Southwestern Investment Group with advisors specializing in serving clients with their retirement requirements. They help you plan investments, minimize taxes, and maximize your legacy by working with accountants, attorneys, and other trusted advisors. They aim to provide an opportunity to get to know one another, review your situation overall, explain the compensation model, and answer any questions you may have. The Cremé Wealth Team's retirement plan involves customized financial plans with spending objectives, long-term tax projections, and lifetime spending. Their process maps out a long-term plan considering all estate planning retirement goals. In addition, they always put in writing what you are going to be paying.
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CREMÉ WEALTH TEAM - RAYMOND JAMES REVIEWS
I highly recommend this wealth management team! Friendly, patient and smooth process working with them. Andrew brought our family a very high level of expertise that we had been looking for. What we appreciated the most was the patience, the thorough recommendations, and the attention to detail when it came to our financial plan. - Reagan J.
Andrew truly cares about the success of his clients and makes every effort to ensure that our investments match our needs and desires for the future.he He is the first person we contacted when we sold our investment home and were looking for advice on how to re-invest our profits. Highly recommend his services.
Can't recommend Andrew enough! He has been a trusted advisor to our family for years and we have referred him to countless friends and family; knowing they will always receive the same fantastic level of service and care. We feel very secure knowing Andrew has our financial planning well in hand. Thank you.
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AJ Davis is a well-known financial advisor at Edward Jones in Frisco, Texas. He completed his Bachelor of Science in LeTourneau University in 2002. He has been providing excellent financial services since 2004. He focuses on helping his clients with a number of financial issues, such as preparing for retirement, living in retirement, saving for education, preparing for the unexpected, and estate considerations. He prides himself on working with well-established local professionals (CPAs, estate attorneys, life insurance specialists, and business retirement specialists) to serve you best. Edward Jones has brought its unique brand to communities across the country. Today, with over $1.6 trillion in assets under the care and seven million investors. They are the largest privately held partnership in the industry.
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Fri: 7:30am - 3pm
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AJ DAVIS - EDWARD JONES REVIEWS
We met AJ when he first started with Edward Jones and decided (with a healthy dose of skepticism) to see what he could do. That was over a decade ago. We are now retired and depend on AJ and Michele to maintain our financial well-being. AJ clearly understands our financial goals and presents a specific path to fruition. The best review I can give is that I trust him completely. Michele, AJ’s administrator handles the day-to-day communications with speed and accuracy. No detail gets past her. Again, I trust her completely with our financial well-being. Highly recommend this office of Edward Jones.
1 year ago my wife and I decided to get more involved with our investments. Our current adviser had been doing a poor job to say the least. We interviewed a number of reps before picking AJ. We couldn't be happier. He has treated us like we are his biggest client (although we know we are not) and has done one hell of a job managing our money and getting me insured. He is always available to answer our questions and does what ever it takes to make our life easier. I would highly recommend him.
AJ is extremely professional and concerned with the specific investment needs of his clients. We have been working with him for the last 11 years and I would highly recommend him and Edward Jones.
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