Here’s The Deal: McKinney Wealth Management is one of the leading financial planners in McKinney, Texas. Rainey Rogers is the owner of the firm. He has been in the financial industry since 1984 and will put that experience to work for you. He specializes in wealth management strategies and estate planning for individuals. The Wealth Management team at McKinney depends on understanding your goals and long-term market conditions. That's why they begin with your risk tolerance and time horizon before incorporating your financial goals into their data-driven approach. Their mission is to provide exceptional financial planning services while fostering a culture of trust, integrity, and responsibility. They are committed to treating their clients' money with the same care and diligence as their own. They understand that financial success extends beyond wealth accumulation; it encompasses a sense of security, peace of mind, and the pursuit of a fulfilling life.
3 Best Financial Services in McKinney, TX
Expert recommended Top 3 Financial Services in McKinney, 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 MCKINNEY WEALTH MANAGEMENT REVIEWS
I have been a client of Rainey and Steven for years and could not be more pleased to have them as my advisors. Honest, professional, knowledgeable and they care deeply for their clients and I consider them good friends as well. Highly recommend Mckinney Wealth Management.
The team at McKinney Wealth Management are both personable and professional, and they have earned my trust. Their approach to investment management is sound, and I feel confident that they have my family's best interest at heart. I highly recommend them to anyone seeking financial advice to achieve their long-term goals
Trust these guys with my life. Well respected business and human beings in the community. Wouldn't go anywhere else.
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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.
![KRISHNA WEALTH PLANNING McKinney Financial Services KRISHNA WEALTH PLANNING McKinney Financial Services](https://threebestrated.com/images/KRISHNAWEALTHPLANNING-McKinney-TX.jpeg)
Here’s The Deal: Krishna Wealth Planning is an independent financial planner in McKinney, Texas. Neil Krishnaswamy is the president of the firm. With a diverse background as a technology professional and advisor for a wealth management firm, he utilizes unique skills and a process-based approach to help manage the complexity of his clients’ financial lives. His first goal is to prevent clients from taking inappropriate action based on fear or misinformation. Next, focusing on the day-to-day investment management process is vital, which most people do not have the time or desire to do. His process focuses on risk exposure, diversification, cash flow, tax efficiency, cost control, and rebalancing under a rules-based methodology. Furthermore, he believes no investment strategy is complete without being integrated into a robust and holistic financial plan.
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First $600,000 - 1.0% (minimum $3,000)
Next $2,400,000 - +0.30%
Above $3 Million - +0.10%
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TOP 3 KRISHNA WEALTH PLANNING REVIEWS
My husband and I have been working with Neil for over a year. We are very pleased with the establishment of a financial plan that fits our current needs and future growth. We have 24/7 access to our portfolio to see growth, projections, and so much more. In addition, Neil is very prompt with his responses to our questions and concerns. Neil’s approach to financial planning is straightforward and he is very attentive to details. He takes the time to know our personal details and engage in meaningful discussion. He provides many scenarios and works with us to make the decisions that are right for us. We enjoy the monthly status updates and timely articles relevant to financial planning and investing that we receive. In addition, Neil meets with us quarterly to discuss our portfolio and provide opportunities to make changes and update our plan. We highly recommend Neil and his firm, Krishna Wealth Planning.
My wife and I wanted to get a better financial plan to make sure we are ready for our retirement years. We wanted to find a local fiduciary to help us plan for our retirement. Neil has been doing a good job of understanding our needs, and he takes the time to explain things in a clear and concise manner. We are happy with the returns we have seen so far, and our regular check ins help us to make sure we are on track. He has also helped us to optimize our taxes, and we are working on estate planning. We highly recommend KWP.
Since I am still in my early years of financial wealth building, I was looking for an advisor who I can work closely with for years to come. After a lot of interviews, I saw that in Neil and he has proven out to be every bit of what I thought he would be. He is very genuine, knowledgeable, personable, proactive and responsive. He actively manages the portfolio, comes with recommendations, lays out options with pros and cons along with his point of view and moves forward based on my decision. I sometimes feel like I am working with a real well wisher. Neil is somebody you pick if you want a personable advisor with high ethics, genuineness and professionalism.
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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.
![TRENT MARSH - EDWARD JONES McKinney Financial Services TRENT MARSH - EDWARD JONES McKinney Financial Services](https://threebestrated.com/images/TRENTMARSHEDWARDJONES-McKinney-TX.jpeg)
Here’s The Deal: Trent Marsh is a financial advisor at Edward Jones in McKinney, Texas. As an Edward Jones financial advisor, he believes investing your time in understanding what you're working toward before investing your money is important. He also thinks it's important to understand the level of risk you're comfortable accepting when investing so he can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, the team can develop specific strategies to help you achieve your goals. They can also monitor your improvement to assist you in staying on track or determining if any adjustments need to be made. Throughout it all, they're dedicated to providing excellent client service.
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TOP 3 TRENT MARSH - EDWARD JONES REVIEWS
Trent has been handling my wife’s and my investments for many years now. He is very personable and explains things that make sense. His office is comfortable and he always offers coffee or a cold drink. In this age of “online” everything, I still like to meet personally with my advisor to discuss my finances, especially retirement strategies. I have never had any trouble making an appointment and Edward Jones has all of the up to date tools to help determine need based choices.
I have finally found a financial planner that knows what he is doing!!! Trent is very attentive and has helped me overcome financial hurdles. He has given me confidence in my future financial security. He explains and shows everything in detail and I just can't say enough nice things about him and his office.
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.