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BEST RATED PLANO, TX FINANCIAL SERVICES

3 Best Financial Services in Plano, TX

Expert-recommended Top 3 Financial Services in Plano, 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!

On The Mark Money - Plano, TX Financial Services
On The Mark Money - Plano, TX Financial Services
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ON THE MARK MONEY

(4.8 Score)
5465 Legacy Drive, Suite 650,
Plano, TX 75024 Directions

Since 2013

Specialty:

✓ Comprehensive Financial and Retirement Income Planning ✓ Investment Portfolio Management ✓ Mutual Funds ✓ Exchange Traded Funds ✓ 401(k) Rollovers ✓ Thrift Savings Plan Rollovers ✓ Actively Managed Portfolios ✓ 401(k) Early Withdrawals ✓ Ira ✓ Roth and Tax ✓ Reduction Strategy ✓ Tax Free Income Planning ✓ Annuity ✓ Life Insurance and Comprehensive Tax Planning ✓ Estate and Charitable Trust Planning ✓ Fixed Annuities

“On The Mark Money is an independent investment advisory firm and fiduciary that helps individuals and business owners accelerate their investment results with a strategy that elevates their lifestyle goals now and in the future. They want their wealth to be actively monitored and adjusted efficiently in the event of economic changes. From the initial conversations, they independently conduct analyses, ask the right questions, and discuss your ultimate goals to help you identify gaps or improvements, allowing you to make an informed decision on how to proceed for your future. On The Mark Money works on a fee basis with managed portfolios based on a tiered asset size scale.”

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Contact:

(214) 536-4678

Open 24 Hours

TBR® Inspection Report:

Peak American Financial Group - Plano, TX Financial Services
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PEAK AMERICAN FINANCIAL GROUP

(4.7 Score)
2800 Dallas Parkway, Suite 360,
Plano, TX 75093 Directions

Since 1993

Specialty:

✓ Retirement Income Solutions ✓ Fixed Income ✓ Asset Allocation ✓ Dividend and Growth Equity ✓ Retirement and Life Planning ✓ Tax Strategies ✓ Long-Term Care ✓ Life Insurance ✓ Wealth Transfer ✓ Annuities ✓ Insurance

“Peak American Financial Group has delivered integrated investment advisory, income, and wealth management planning solutions, as well as estate planning that are streamlined, effective, and dependable, enabling clients to design their lives on their terms. Their clients are successful individuals who recognize the importance of protecting and growing their wealth while minimizing unnecessary risk. They offer a tailored, strategic approach that blends proprietary investment strategies with annuities when appropriate, ensuring a balanced path to long-term success. Peak American Financial Group's mission is simply to help you live the life you’ve worked so hard for, with the financial security and peace of mind you deserve.”

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Contact:

(800) 513-3243 (972) 380-1119

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Planning by Design Financial - Plano, TX Financial Services
Planning by Design Financial - Plano, TX Financial Services
Planning by Design Financial - Plano, TX Financial Services
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PLANNING BY DESIGN FINANCIAL

(4.6 Score)
101 E Park Blvd #202,
Plano, TX 75074 Directions

Specialty:

✓ Retirement Planning ✓ Income Planning ✓ 401K/Ira Planning ✓ Legacy Planning ✓ Insurance Services ✓ Investment Services

“Planning by Design Financial Advisors and employees undergo regular training to maintain a high level of competence in their respective areas to achieve the industry's highest standards. They help define your retirement goals and develop a plan for you. Their practice and how they work with their clients are based on safe, qualitative, and return-oriented criteria, evaluating the impact of every decision on your specific goals. Individualized service and support for their customers are of paramount importance at their firm. Planning by Design Financial offers custom-tailored retirement solutions designed to meet your financial goals. They pursue solutions that are well-suited to the individual goals of the client.”

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Contact:

(877) 314-1618

Mon-Fri: 9am - 6pm
Sat&Sun: Closed

TBR® Inspection Report:

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ON THE MARK MONEY REVIEWS

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!

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PEAK AMERICAN FINANCIAL GROUP REVIEWS

This review is for John C. I had experienced a financial issue and called John to inform him and asked him provide me with updates to my accounts. John immediately checked my accounts and all of them are completely safe. John made my day--I have a great sense of relief now. Thank you so much John. I truly appreciate you!!

Very friendly & clear to all for what I suspect is a very simple transaction for a company of this size, and people with complex estates. Thank you& sorry the Christmas cookies weren’t ready yet.

Josh and Phil have taken such great care of us! Josh calls to check in often and answers any questions we have . We are thankful to be taken care of by such professional and genuine people.

PLANNING BY DESIGN FINANCIAL REVIEWS

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.

TBR® Inspection Score Report

ON THE MARK MONEY Total Inspection Points: 114/120
Acknowledgments: 8
Business Hours: 9
Business Images: 9
Current Evaluation: 9
Reviews Study: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

PEAK AMERICAN FINANCIAL GROUP Total Inspection Points: 112/120
Acknowledgments: 8
Current Evaluation: 8
Business Hours: 9
Business Images: 9
Review Analysis: 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

PLANNING BY DESIGN FINANCIAL Total Inspection Points: 111/120
Acknowledgments: 8
Reviews Study: 8
Business Hours: 9
Business Images: 9
Contact Info: 9
Current Evaluation: 9
Responsiveness: 9
Complete Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Standard: 10