Here’s The Deal: Brindle & Bay Wealth Management is an independent financial planner in Frisco, Texas. 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. Their vision is to create a rewarding, meaningful retirement journey for everyone. 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.
3 Best Financial Services in Frisco, TX
Expert recommended Top 3 Financial Services in Frisco, Texas. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 BRINDLE & BAY WEALTH MANAGEMENT REVIEWS
We were so fortunate to have gone to the information session that was given by Nick from Brindle and Bay. It gave my husband and I some good information about retirement planning we hadn’t thought of. It was even more insightful when we booked an appointment with Tory to come into the office and help us with our personal questions. She was so knowledgeable and had given us some great advice so we decided they were going to be our financial advisors. Connie was my first point of contact for information gathering and she did almost everything for me! Transferring of my 401k was nerve racking but with Connie’s help I didn't have an issue as she was on the phone with me helping with questions. All along the way, Brindle and Bay has such an amazing staff who is there to support and provide the financial expertise my husband I are lacking. Now we have peace of mind with our finances.
Nick, Connie and Tori are absolutely great! They are friendly and welcoming whether it be in the office, zoom meeting or on the phone. I have not felt uncomfortable about not understanding the financial world. They are very good at talking to you in a level that you can understand. They have always been available to answer questions honestly. Would 100 % recommend to anyone looking for financial advice and investing.
I love working with the folks at Brindle & Bay. I’m a person that is kind of nervous about dealing with money. They are patient and just smart about how they approach me and my retirement planning. I also love how thoughtful they are about how retirement isn’t just about the money. It’s about planning for a different stage of life. Wouldn’t want to do this journey without them.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Mark Kissinger - New York Life Insurance Company Frisco Financial Services Mark Kissinger - New York Life Insurance Company Frisco Financial Services](https://threebestrated.com/images/MarkKissingerNewYorkLifeInsuranceCompany-Frisco-TX.jpeg)
Here’s The Deal: Mark Kissinger serves as the financial advisor at New York Life and is the owner of Kissinger Financial Services in Frisco, Texas. 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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TOP 3 MARK KISSINGER - NEW YORK LIFE INSURANCE COMPANY REVIEWS
Mark does an outstanding job! We partnered with him for our retirement and wealth management planning and he immediately mitigated some critical risk exposure in our portfolio but also positioned us to make some significant gains in a very short time. He is always available, very responsive and truly has the clients best interest at heart. He is very honest even if it sometimes isn't exactly what you think you want to hear. We are extremely happy to be partnered with Kissinger Financial Services.
Mark has helped my family achieve financial freedom we did not know was possible. Every conversation & meeting we have is informative, productive & his team and himself always have our family’s best interest in mind! We love working with him & highly recommend them.
We have been using Mark and his team for a couple of years now and have had a great experience. They are very knowledgeable about the fast moving trends/economy and provide us with valuable information for our investments.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Trajan Wealth is a leading financial planner in Frisco, Texas. 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. They are dedicated to providing tailored asset management for individuals in or nearing retirement, aiming to protect, preserve, and grow their financial portfolios. 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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TOP 3 TRAJAN WEALTH REVIEWS
Chose to meet with this firm after comparing them online to other fiduciaries. Met with Michael at the Frisco, TX location, and decided to move forward with them as my financial advisor thereafter. Michael was very transparent, walked me through all of their strategies over 2 meetings before we ever opened an official account. The team made the transfers very seamless in getting started. Michael has since followed up on a cadence to keep me informed of market trends. Whereas I still have more to do in terms of planning with both Portfolio & Estate, it's certainly been nice having the team to keep me honest on the subjects. If you're anything like me and allow things like financial planning get away from you, I recommend taking the time to set an appointment with the team at Trajan Wealth. It's immediately very refreshing knowing you have a team of their experience and support helping guide your future. And doing so the right way.
Trajan was referred to me by a longtime friend who did his research on financial advisors and raved about Trajan. So I felt comfortable reaching out to them after that and was put in contact with Steve Shelvey in the Frisco location but also offices in McKinney which was great! He was very patient with me starting this new process of investing as I was very nervous for my first meeting. But he was very easy to talk to and I felt at ease with him. I know I made a very good decision going with Trajan after meeting with him.
Worked with Steven Shelvey at the Frisco location to figure out an investment strategy for our family and future. Having never invested before we have been truly amazed and grateful at the educational approach the Trajan team has taken with us. They demystified the concept of the investment and we truly feel we understand what we are doing. Thanks Steve and the Trajan team.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.