Krishna Wealth Planning is among McKinney's top financial planning firms, led by Neil Krishnaswamy, a Certified Financial Planner. As a registered investment advisor, Neil Krishnaswamy offers advisory services in the State of Texas and other exempted jurisdictions, providing individualized responses to consumers in each specific state. The firm's planning process is tailored to design a plan that fits each client's unique path, taking into account their family and the activities that bring meaning to their lives. The investment process involves designing and managing a custom portfolio that aligns with the client's risk tolerance. They use a cash flow-centered approach to help those working determine the right amount and type of savings needed while assisting retirees in building a sustainable withdrawal plan. Schedule a complimentary discovery meeting with Krishna Wealth Planning.
3 Best Financial Services in McKinney, TX
Expert recommended Top 3 Financial Services in McKinney, 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.
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.
I did my research before choosing to work with Neil a few years ago and it has really paid off. He's helped me consolidate numerous 401K accounts, optimize other investments, and has gotten me on track to retire from my corporate gig in the next few years. I don't know exactly what I'll do next, but I love having options and peace of mind, and that's what I now have. I trust Neil to look out for my best interests. He never pushes me or makes me feel pressured. He explains different options and we discuss pros and cons. I ask a million questions and he gives me time to consider what I want to do. He provides guidance and educates me along the way, but always lets me decide on my own terms, and on my own timeframe, what is right for me. That means a lot to me, especially at this stage of my life. I highly recommend Neil to anyone looking for financial and wealth planning services. He's excellent at what he does and is great to work with!
Neil has been a life saver for me as a new investor navigating the turbulent market the last few years. I felt really lost after inheriting a portion of my uncle's retirement in my mid-20s and I feel so lucky to have found Neil when I did. After the market crash in 2020, he worked with me to rebalance my portfolio and take advantage of the situation, which resulted in me actually coming out ahead for the year! He even helped me maximize my 401k matching from my job, netting me tens of thousands I would have missed out on. I feel much more confident about where my retirement portfolio is headed. I'm in great hands! Neil is always just an email or phone call away. Would definitely recommend Neil for anyone looking for a personal, all inclusive financial planner.
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Trent Marsh is a financial advisor at Edward Jones, located in McKinney, Texas. Trent Marsh specializes in helping clients plan for retirement, save for education, and make tax-smart investment decisions. He understands the importance of securing the financial future of those who matter most and works with clients to develop practical plans that align with their objectives. Trent believes the best way to build and preserve financial wealth is through a comprehensive, tailored approach. With his guidance, clients can develop a practical strategy to meet their financial needs. With years of experience, Edward Jones' investment strategists and analysts recommend investments that will perform well over time. The firm strongly believes in the value of face-to-face conversations to help clients achieve their financial goals. They can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.
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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.
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.
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Charles Schwab is a reputable financial planning firm located in McKinney, Texas. Scott Parker is the Branch Leader and Financial Consultant of Charles Schwab. The firm offers a wide range of tools to help clients align their actions with their financial goals. Their expertise includes brokerage account planning, investment products, and retirement planning. With an experienced team, they provide friendly and personalized financial assistance. As members of the local community, they are committed to providing transparent and straightforward answers to client questions. By utilizing their calculators and planning tools, you can easily determine how much to save for college, estimate your monthly mortgage payments, plan for retirement, and much more. Clients are encouraged to schedule an appointment before visiting to receive the best possible service.
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CHARLES SCHWAB REVIEWS
Scott and his team are excellent at what they do. I moved all of my liquid and long term assets over to them from several years ago from another firm that was not providing much value. Schwab and their investment strategies, products, and service are second to none.
Very helpful and extremely knowledgeable. We enjoy doing business with these people. Glad they are in Eldorado.
Janet and the office staff are always very helpful.
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