3 Best Financial Services in Irving, TX

Here’s The Deal:
Creating & Managing Wealth, LLC, is an independent Financial planner in Irving, Texas. Christina Winters is the firm's chief executive officer and president. Her goal is to educate her clients so they make the most informed decisions at every stage of their career. during the accumulation period, the transition into retirement, and the most critical time when managing distributions in retirement. She holds FINRA Series 7, Series 24, Series 63, Series 65, and Series 6 and has accredited Investment Fiduciary licenses and certifications. The firm offers expert guidance and innovative solutions for the retirement planning requirements of teachers and other non-profit employees. They provide clear information and powerful and thorough approaches based on your wants. They offer precise information, powerful and rigorous strategies, and options based on your needs. The team strives to make creating and managing wealth the best workplace. They provide commitment, trust, responsiveness, compassion, and knowledge to all who contact them. They also serve in Tulsa.

Here’s The Deal:
Dominic A. Dougherty has a successful tenure as a financial advisor at Northwestern Mutual, leveraging his expertise to assist clients. He believes the starting point of any financial conversation should be you, family, priorities, and goals. He'll listen to what's important to you and design a financial plan using multiple strategies to help you get where you want to be. Northwestern Mutual's clients span various industries and generations nationwide, from retirees to high-ranking corporate executives, medical professionals, business owners, licensed professionals, and affluent families. They systematically plan according to the complexity and uniqueness of each particular situation. They are highly focused on a process-driven model, which helps them uncover their clients' financial needs, goals, and concerns. They look forward to putting their passion and collective experience to work for you.

Here’s The Deal:
Paul Pittman has been a financial advisor at Edward Jones since 1999. He is originally from West Monroe, LA, and graduated from The University of Louisiana at Monroe in 1991 with a BBA in marketing and a minor in management. Paul Pittman is truly passionate about helping his clients achieve their financial goals by understanding what is important to them. He uses an established process to build personalized strategies to help clients achieve their goals and then partners with them throughout their lives to help keep them on track. At Edward Jones, the team values personal relationships based on deeply understanding your unique financial needs. They use a solutions-based approach tailored to your individual goals and provide exceptional service. Contact them to request an appointment.