3 Best Financial Services in McKinney, TX

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.

My husband and I have been working with Neil for a little over a year. He is thoughtful, analytical, and listens well. Through his advice we have a much more secure future for our family. Highly recommend.

Wendell Brock genuinely cares about your financial goals and really listens to come up with personal, bespoke plans to get you there. He is professional and courteous and has so much knowledge across the sector. He has already made us thousands of dollars and saved us thousands more in the few months we have been working with him. Aside from being excellent in his profession, he is also a lovely man. A pleasure to work with and I highly recommend him.

Wendell was phenomenal. He expressed such a great deal of attention to detail and care for my unique financial circumstances. He also was determined to share actionable recommendations with me, so that I had tangible steps to take coming out of our discussions together. Above all else, he was transparent, genuine, and friendly! Highly recommend his services.

Wendell Brock was very welcoming and very professional. He put me at ease as this was a first for me. He was very informative about any questions I had.