Here’s The Deal: On The Mark Money is an independent financial planner in Plano, Texas. The team works with clients nationwide and virtually only. They align only with proven co-managers and registered investment advisor firms like Brookstone Capital Management. They house their clients' portfolios with one of the largest independent online custodians, Charles Schwab. All client accounts, account transactions, and trades are processed through and by the custodian in clients' personally identified accounts. All accounts, transactions, and trading activity are completely transparent, visible, and accessible to clients. As a fiduciary and registered investment advisor, they manage your portfolios only, process transactions as you determine, and manage trading activity. When clients choose to engage them for their investment management portion of a financial planning recommendation, they use the most tax-efficient and fee-efficient portfolio components to help achieve their desired goals.
3 Best Financial Services in Plano, TX
Expert recommended Top 3 Financial Services in Plano, Texas. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 ON THE MARK MONEY REVIEWS
I have been a client of Mark’s for a long time. Mark is very knowledgeable and always looking for better ways to maximize returns on money invested with him. Good communicator whether in person, email, texting, very responsive in getting back with you to see how he can help. I would recommend him to family and friends. If you need a good financial advisor Mark and On The Mark should be your first call. You won’t be disappointed.
Mark not only takes care of your money, always researching for better investments, but takes care of you personally. You may have many questions and he is always willing to answer and give advice and wisdom. My family has been with Mark for many years.
I've known Mark for a number of years. He can be relied upon to do the best for his clients. I would recommend “On The Mark Money", and more specifically Mark Stoecker to help you with your personal finances.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Peak American Financial Group Plano Financial Services Peak American Financial Group Plano Financial Services](https://threebestrated.com/images/PeakAmericanFinancialGroup-Plano-TX.jpeg)
Here’s The Deal: Peak American Financial Group is the leading Financial planner in Plano, Texas. Matthew McIntyre is the chief executive officer and founder of the group. The team prides itself on providing smart financial advice for the masses and strives to treat their clients like family. Peak American Financial Group is here to serve the community and help hard workers, overachievers, and those who want to carry on their legacy, preserve, grow, and protect their wealth. They can help you move through life with more confidence, freedom, and the peace of mind you deserve. Their mission is to serve the overachievers in their country who proudly rolled up their sleeves and worked hard every day to raise their families. They believe the middle and upper-middle-class client deserve a financial services boutique and team dedicated to their unique needs.
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TOP 3 PEAK AMERICAN FINANCIAL GROUP REVIEWS
One of the most passionate, knowledgeable and positive firms I have worked with! Great group who really cares about the client, going far above to get the job of smart financial advice done effectively and correctly.
Responding to a dinner offer lead to a very productive and beneficial analysis of our retirement situation. Stephen understood exactly what we needed, and provided an alternative set up to what we already had that will give us a significantly higher pay off.
I met with Peak Performance today . My financial advisor is Very professional and knows his stuff, he explained Everything to me in details. I recommend them very much.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Errol Myers - Primerica Plano Financial Services Errol Myers - Primerica Plano Financial Services](https://threebestrated.com/images/ErrolMyersPrimerica-Plano-TX.jpeg)
Here’s The Deal: Errol Myers is a licensed financial representative at Primerica. He became a Primerica Financial Representative because he wanted to help his neighbors, the residents of Plano, and the surrounding communities with their financial and life goals through a personalized investment strategy. His highest priority is to create value and peace of mind for his clients. Whether you are interested in financial services, investment services, or term life insurance, he can help you find the financial solutions that meet your needs. He prides herself on providing excellent customer service to everyone who enters his office. He strives to treat each customer how he would want to be treated with respect and integrity. He welcomes Plano residents to call or visit his office to see how he can help them achieve their financial goals and dreams.
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TOP 3 ERROL MYERS - PRIMERICA REVIEWS
This guy knows insurance and financial advice give him a call
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.