3 Best Financial Services in Plano, TX

“On The Mark Money works with clients nationwide and exclusively virtually. The team collaborates with proven co-managers and partners with registered investment advisor firms such as 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.”

Read more

“Peak American Financial Group, founded by Matthew McIntyre, who serves as the group's Chief Executive Officer. 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.”

Read more

“Errol Myers is a licensed financial representative at Primerica. He helps his neighbours, 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.”

Read more