ThreeBestRated.com
BEST RATED FRISCO, TX FINANCIAL SERVICES

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. You deserve only the best!

Brindle & Bay Wealth Management - Frisco, TX Financial Services - Portrait
Brindle & Bay Wealth Management - Frisco, TX Financial Services - Professional Team Image
Brindle & Bay Wealth Management - Frisco, TX Financial Services - Office Interior Image
Best Financial Services in Frisco TX - Brindle & Bay Wealth Management video
3+ YEARS IN TBR
CALL EMAIL

BRINDLE & BAY WEALTH MANAGEMENT

(4.8 Score)
5899 Preston Road, Suite 1103,
Frisco, TX 75034 Directions

Since 2012

Specialty:

✓ Investment Management ✓ Portfolio Management ✓ Retirement Income and Retirement Planning ✓ Social Security Timing ✓ Tax Planning ✓ Estate Planning ✓ IRA and 401(k) Planning ✓ Roth IRA ✓ Asset Allocation ✓ Legacy and Healthcare Planning

"Brindle & Bay Wealth Management helps you reach your goals and combat the effects of inflation. Nick Davis is the founder and financial planner of the firm. He holds CFP®, ChFC®, and RICP® certifications. He learned that the next phase could be the best time of life and should be planned for carefully. Brindle & Bay Wealth Management creates a unique retirement plan for each client that can assist clients in making well-informed decisions based on the cause and effect of financial choices. 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.

2026 Update: Brindle and Bay Wealth Management's vision is to create a meaningful retirement journey for every individual through well-thought-out plans."

Reviews | Play Video | Write a Review
License CRD #291747

Price:

Investment Management Services Fee Based On Assets Under Management
From 0.30%
Up to 1.25%

Contact:

(214) 988-9178

Mon-Thu: 9:30am - 4:30pm
Fri: 9:30am - 3:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Trajan Wealth - Frisco, TX Financial Services - Portrait
Trajan Wealth - Frisco, TX Financial Services - Office Interior Image
Trajan Wealth - Frisco, TX Financial Services - Office Image
Best Financial Services in Frisco TX - Trajan Wealth video
CALL EMAIL

TRAJAN WEALTH

(4.7 Score)
5285 Dallas Parkway, Suite 410,
Frisco, TX 75034 Directions

Since 2023

Specialty:

✓ Investment Management ✓ Retirement Planning ✓ Tax Services ✓ Estate Planning ✓ Business Retirement Plans ✓ Wealth Management ✓ Asset Protection Planning ✓ 401(k) Plans ✓ Portfolio Management ✓ College Planning ✓ Annuity ✓ Life Insurance ✓ Business Legacy Planning

"Trajan Wealth offers guidance on many financial goals, including strategies for lifetime income. Your portfolio is then custom-tailored to your specific goals and timeline, ensuring a personalized and effective financial plan. Jeff Junior is the founder of Trajan Wealth. With nearly three decades of experience, Jeff believes advisors are educators at heart, ensuring clients are informed and confident in their financial planning. Under his leadership, Trajan Wealth continues to thrive, now operating in numerous states with over 40 offices nationwide. Jeff’s dedication and perseverance have not gone unnoticed, as Trajan Wealth has been named a Top Place to Work in 2024. Trajan was also included on USA Today’s Best Financial Advisory Firms list in 2023, 2024, and 2025.

2026 Update: Trajan Wealth was recognized as Newsweek’s Top Financial Advisory Firms in 2025 and 2026. They offer Learning Hub to educate the clients achieving financial goals and protecting what matters to them most."

Reviews | Play Video | Write a Review
License CRD #158847

Contact:

(469) 579-3500 (800) 838-3079

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Wave Wealth Management - Frisco, TX Financial Services - Portrait
Wave Wealth Management - Frisco, TX Financial Services - Professional Portrait Image
CALL EMAIL

WAVE WEALTH MANAGEMENT

(4.7 Score)
7000 Parkwood Blvd, Suite G300,
Frisco, TX 75034 Directions

Since 2016

Specialty:

✓ Family Office Services ✓ Investment Planning ✓ Retirement Planning ✓ Business Planning ✓ Tax Planning and Optimization ✓ Estate Planning ✓ Risk Management ✓ CPA Liaison Services

"Wave Wealth Management was formed in order to provide exceptional wealth management services by keeping their clients' best interests as their top priority. Ben Jones is the founder of Wave Wealth. As a Certified Financial Planner™, Ben works closely with clients to help determine and achieve their goals through strategic financial planning and wealth management. In comparison to mass-market financial firms, Ben created Wave Wealth Management to be a boutique Registered Investment Advisor (RIA) firm. This provides clients with unbiased advice that is in their exclusive best interest. Ben works with his clients to create customized solutions to maximize wealth and minimize taxation.

2026 Update: Wave Wealth Management's objective to see clients achieve their goals by implementing creative financial planning strategies."

Reviews   |   Write a Review
License CRD #285079

Price:

Fixed Annual Fees For Financial Planning Per Year Upto $10,000

Contact:

(972) 954-4100

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Video

Write a Review for Wave Wealth Management

Our Review Process:

  • All reviews matter:We publish both positive and negative reviews to provide a balanced perspective.
  • No censorship: Businesses cannot pay to remove or modify negative reviews.
  • Verification process: All reviews are checked for authenticity and compliance with our community guidelines before publication.
  • Fair representation: We display reviews of all ratings (1–5 stars) to help users make informed decisions.
  • Independence: We are not affiliated with the businesses we review and receive no compensation for favorable ratings.

Your honest opinion helps others make better choices. Whether your experience was excellent, average, or disappointing, we want to hear from you. For more details, check Community Review Guidelines.

Contact Business

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 have been wonderful to work with. Nick saved my husband and I over 300K with good investment advice before the markets tanked. Personable and professional. We are in good hands.

Wonderful organization, super knowledgeable, so thankful to have them helping to guide us through these tough financial decisions.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.com.

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

TRAJAN WEALTH REVIEWS

I’m a current Trajan client who just had an amazingly productive phone meeting with Dominick! He carefully reviewed my current strategy (with me) and recommended some excellent changes that would bring increased earnings to my portfolio. YES! He provided spot-on answers to all my crazy random questions. I’m not an investment aficionado, so some of the lingo is a bit confusing to me. Dominick took time to explain everything. I feel so much smarter now. :-) Thank you, thank you, Dominick!! Trajan has been a godsend for me. From day-one, I found a friendly welcoming group of professionals who sincerely wanted to make my money grow. Love that! They seem to be one big happy (cohesive effective) family. I’m in Texas; most of them are in Phoenix. But I feel like they’re just next door and accessible whenever I need them. Cheers Y’all.

We have been pleased with Trajan Wealth in the past. We had a meeting with Nate Haberman who is our account manager and we're totally happy with his way of explaining strategy, more in depth discussion of our future plans and his overall manner of creating an open dialog. My husband & I felt more educated and on top of our investments when we ended our meeting. I / we highly recommend Trajan Wealth and Nate.

Excellent, personalized service, friendly staff/advisors, and great returns! The in-house partnership for estate planning is also seamless and extremely helpful.

WAVE WEALTH MANAGEMENT REVIEWS

Ben and his staff are knowledgeable, professional and very up front with their recommendations. I trust Wave with all of my financial matters and believe they'll always steer me in the right direction.

TBR® Inspection Score Report

BRINDLE & BAY WEALTH MANAGEMENT Total Inspection Points: 115/120
Current Evaluation: 8
Reviews Study: 8
Experience: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

TRAJAN WEALTH Total Inspection Points: 113/120
Experience: 7
Acknowledgments: 8
Complete Info: 8
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

WAVE WEALTH MANAGEMENT Total Inspection Points: 112/120
Acknowledgments: 8
Current Evaluation: 8
Reviews Study: 8
Complete Info: 9
Experience: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10