3 Best Financial Services in Frisco, TX

“Brindle & Bay Wealth Management has a vision to create a rewarding, meaningful retirement journey for everyone. Nick Davis is the founder and financial planner of the firm. He holds CFP®, ChFC®, RICP® certifications. The team at Brindle & Bay Wealth Management works with people, not just numbers. Your plans and goals are unique, and you deserve someone who understands your details and is thorough and thoughtful. They create plans as if they were making them for themselves. They want you to feel confident about your next phase. They provide specialized portfolio management for the period just before transitioning into retirement. They handle 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. Their process begins with a no-cost phone call and meeting.”

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“Mark Kissinger serves as the financial advisor at New York Life and is the owner of Kissinger Financial Services. He specializes in crafting tailored insurance and financial solutions to suit the needs of clients like you. Collaborating closely, he will devise a comprehensive approach that caters to both present requirements and future aspirations, facilitating the transfer of wealth to the next generation. Mark Kissinger and his team offer practical education and step-by-step guidance to enhance your financial literacy. They understand that you can confidently make informed decisions for yourself and your family with a clear understanding of the broader picture. Their team stands by you throughout your financial journey, providing hands-on assistance in developing and executing your strategies. They remain accessible to address inquiries and offer assistance whenever needed.”

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“Trajan Wealth is dedicated to provide tailored asset management for individuals in or nearing retirement, aiming to protect, preserve, and grow their financial portfolios. Jeff Junior is the founder and chief executive officer of the firm. The team at Trajan Wealth offers personalized portfolios and recommended options to safeguard your finances. Additionally, they collaborate with independent attorneys specializing in estate planning law. Their commitment lies in helping clients stay on course today to achieve their future goals. They document clients' objectives, conduct regular evaluations to gauge progress and performance, and adapt their approach as needed in response to life changes.”

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