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BEST RATED MCKINNEY, TX FINANCIAL SERVICES

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. You deserve only the best!

McKinney Wealth Management - McKinney, TX Financial Services
McKinney Wealth Management - McKinney, TX Financial Services
McKinney Wealth Management - McKinney, TX Financial Services
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MCKINNEY WEALTH MANAGEMENT

(4.8 Score)
2600 Eldorado Parkway, Suite 210,
McKinney, TX 75070 Directions

Since 1978

Specialty:

✓ Financial and Risk Management ✓ Investment and Wealth Management ✓ Estate and Insurance Planning ✓ 401K ✓ Tax and Retirement Planning ✓ Social Security ✓ Personal Savings ✓ Creating Budgets

“McKinney Wealth Management's mission is to provide exceptional financial planning services while fostering a culture of trust, integrity, and responsibility. 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. Over the years, McKinney Wealth Management has found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. They invite you to discover and experience the power of their services.”

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Contact:

(972) 529-3888

Mon-Fri: 8am - 5pm
Sat & sun: By Appointment

TBR® Inspection Report:

Krishna Wealth Planning - McKinney, TX Financial Services
Krishna Wealth Planning - McKinney, TX Financial Services
3+ YEARS IN TBR
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KRISHNA WEALTH PLANNING

(4.7 Score)
5900 South Lake Forest Drive, Suite 300,
McKinney, TX 75070 Directions

Since 2019

Specialty:

✓ Retirement and Investment Planning ✓ Debt Management ✓ Education Funding ✓ Tax and Insurance Planning ✓ Asset Protections ✓ Executive and Employee Benefits ✓ Legacy ✓ Wealth Transfer ✓ Custom Portfolio Design ✓ Cash Management

“Krishna Wealth Planning's 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. Neil Krishnaswamy is the owner of Krishna Wealth Planning. He builds savings and withdrawal plans with a focus on both short-term and long-term tax efficiency. The investment process involves designing and managing a custom portfolio that aligns with the client's risk tolerance. Krishna Wealth Planning uses 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.”

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Price:

Asset Market Value - Annual AUM Fee
First Dollar 600,000 - 1.0% (minimum $3,000)
Next Dollar 2,400,000 - +0.30%
Above Dollar 3 Million - +0.10%

Contact:

(214) 901-7526

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TBR® Inspection Report:

Legacy Financial Advisors - McKinney, TX Financial Services
Legacy Financial Advisors - McKinney, TX Financial Services
Legacy Financial Advisors - McKinney, TX Financial Services
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LEGACY FINANCIAL ADVISORS

(4.7 Score)
8951 Collin McKinney Pkwy, STE 101,
McKinney, TX 75070 Directions

Since 1998

Specialty:

✓ Retirement Planning ✓ Estate Planning ✓ Tax Planning ✓ Asset Management ✓ Business Planning ✓ Wealth Management

“Legacy Financial Advisors are a family-run independent financial practice. They provide their clients with a full-service model when it comes to retirement strategy and wealth management. Their ultimate focus is education; they want to inform you of the choices available to you and to aid in pursuing the retirement you want. They help identify current income, expenses, savings, and debt repayment strategies to help ensure you can accomplish your short. and long-term goals. Legacy Financial Advisors help ensure you’re on track to building long-term financial independence using tax-efficient strategies and maximizing employer-provided retirement plans. For more information about any of the services they offer, send them a quick email or call the office.”

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Contact:

(469) 240-6414

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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MCKINNEY WEALTH MANAGEMENT REVIEWS

Really good experience (and still ongoing, for a couple years now) with Rainey Rogers & company. He has always been very reachable and quick to respond to any concerns or questions I’ve had. It is nice to have someone that knows my interests/goals/expectations/risk without having to talk to a different person every time. And no, I don’t have a half million dollars invested with him either so I’m nobody special, but I feel valued by them. Highly recommend, very knowledgeable too!

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.

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.

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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.

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!

LEGACY FINANCIAL ADVISORS REVIEWS

I had a fantastic experience working with Lucinda and Brad. They are incredibly knowledgeable, efficient, and well-organized. Their expertise made the process smooth and stress-free, and they handled all of my financial needs with care and professionalism. I highly recommend them.

Legacy offers strategic solutions to build long-term financial security. Whether you’re planning for retirement or seeking investment guidance, their expertise can help you make informed financial decisions.

Extremely knowledgeable and trust worthy! Thankful for the thoughtful guidance of Brad’s expertise of our wealth management

TBR® Inspection Score Report

MCKINNEY WEALTH MANAGEMENT Total Inspection Points: 114/120
Acknowledgments: 8
Business Hours: 9
Current Evaluation: 9
Review Analysis: 9
Reviews Study: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Standard: 10

TBR® Inspection Score Report

KRISHNA WEALTH PLANNING Total Inspection Points: 113/120
Acknowledgments: 8
Business Hours: 9
Business Images: 9
Current Evaluation: 9
Responsiveness: 9
Reviews Study: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Standard: 10

TBR® Inspection Score Report

LEGACY FINANCIAL ADVISORS Total Inspection Points: 112/120
Acknowledgments: 8
Current Evaluation: 8
Business Images: 9
Responsiveness: 9
Reviews Study: 9
Social Media: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Standard: 10