3 Best Financial Services in Irving, TX

“Creating & Managing Wealth, LLC provides professional guidance and innovative solutions for the retirement planning needs of teachers and other non-profit employees. Christina Winters is the firm's chief executive officer and president. She holds FINRA Series 7, Series 24, Series 63, Series 65, and Series 6 and has accredited Investment Fiduciary licenses and certifications. 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. Creating & Managing Wealth, LLC strives to make creating and managing wealth the best experience.”

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“Fabiola Mancillas is a Licensed Financial Representative with Primerica. Primerica is a financial services company serving the middle-income market in North America. They pioneered the “Buy Term and Invest the Difference” philosophy, which solves two of the biggest financial needs nearly every family faces – income protection with term life insurance and saving for the future with a sound investment strategy. Primerica uses their complementary, confidential, and customized Financial Needs Analysis (FNA) to help clients understand where they are financially and to map out a program to achieve their goals. They only offer solutions they believe will help solve their clients’ most important financial needs, at competitive prices.”

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“Paul Pittman graduated from The University of Louisiana at Monroe in 1991 with a BBA in marketing and a minor in management. Paul Pittman Jones 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.”

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