3 Best Financial Services in McKinney, TX

“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.”

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“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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“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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