3 Best Financial Services in Plano, TX

Mark is the best financial advisory I have worked with in over 30 years. Mark provided me with a comprehensive review of all my financial needs and goals. He then put together a personalized investment portfolio that provided me a balanced package that best met my financial needs. Mark gave me the personal attention I could never find from any of the national chain investment firms and gave me a much better return on my investments. I strongly recommend you allow Mark an opportunity to help you protect your hard earn money while maximizing the rate of return of your investments.

Mark was kind, informed, and helpful! We had a short call but it significantly reduced my anxiety around my financial situation and gave me confidence in the next moves to take for myself. He gave me general advice with no strings tired or awkwardness. I would highly recommend Mark for any of your financial needs.

Mark with On The Mark Money is awesome. He was kind, trustworthy, and very knowledgeable when it come to financial planning and investment options. I would definitely recommend him and his team to anyone looking for financial growth or stability for the future.

I met Kasey Byrd when he sponsored a seminar dinner invitation about a year ago on retirement planning of which I was about a year out from retiring. During the dinner I was so impressed with the enthusiasm kindness and joy that he and his wife showed for family, faith and business. I booked an appointment and met with Kasey last year. He takes a personal interest in you and your family needs. He’s very very patient and not pushy or high pressured. He listens carefully and takes great notes on your needs and your family situation .Not yet retired, I went to more dinner invitations during the year and talked with more advisors but always kept Kasey in mind. First impressions always win out and I was impressed with Kasey. Kasey also kept in touch . When I retired several months ago I surprised Kasey and popped into his office to say hello and I’m retired. We made an appointment and he designed plans that I’m very comfortable with entering into retirement . Thank you Kasey.

I have been with planning by Design for 2 years now and Kacey Byrd has been great to work with. He has my best interests in mind as we talk over strategies and so far his advice has payoff. I have been to a few financial advisers in the past but non made me feel comfortable enough to let them manage my retirement until I met Kacey. I’m glad I held out till the right adviser came along and I am extremely satisfied.

We would recommend Kasey to anyone. Kasey is a caring individual who is interested in your physical and spiritual well-being equally with your financial health. Kasey listens and give advice that one can take or leave without sales pressure.