3 Best Financial Services in Plano, TX

“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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“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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“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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