Chamber of Commerce

      Bluecrest Financial Alliances

      ( 18 Reviews )

      Bluecrest Financial Alliances
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      Hours

      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:30 AM - 5:00 PM
      Tuesday:
      8:30 AM - 5:00 PM
      Wednesday:
      8:30 AM - 5:00 PM
      Thursday:
      8:30 AM - 5:00 PM
      Friday:
      8:30 AM - 5:00 PM
      CALL DIRECTIONS WEBSITE REVIEWS

      Chamber Rating

      Verified Member
      4.1 - (18 reviews)
      13
      1
      0
      1
      3
      Read Our 18 Reviews

      Chamber Rating

      Verified Member
      4.1 - (18 reviews)
      13
      1
      0
      1
      3
      › ‹
      • Jasmine Johnson

        I have worked with Jake Otankis from the Denton office for a little over a year now and my experience could not have been better! He was extremely knowledgeable, answered all my questions, and helped me create plan for my financial future. Also his colleagues, most notably Shad Robertson and Chris Farmer, were super helpful through this process. So glad to have such an amazing team in my corner!
        Sep 10th, 2023

      • Jake Otankis


        Aug 16th, 2023

      • Camille Stark


        Jul 3rd, 2021

      • Thanh Hua

        Nguyen one of your agent that was assigned to Bi Hua MassMutual annuity account sent in a email to the client relationship manager stating that Bi Hua policy owner requested his annuity account to be cancelled when Bi Hua never made the request nor authorized her to make the request on his behalf nor did she even inform him of it. We found out through getting a refund check in the mail from MassMutual yesturday.
        May 2nd, 2021

      • Rick Posey

        I sent multiple e-mail messages to the agent assigned to me regarding getting coverage. There was no sense of urgency in providing me with updates for weeks.
        May 9th, 2020

      Read Our 18 Reviews

      About
      Bluecrest Financial Alliances

      As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.The testimonial(s) provided may not be representative of the experience of other clients and [is/are] not indicative of future performance or success.

      Contact Info

      Products

      • Insurance
      • Annuities
      • Retirement
      • Mutual Funds
      • Securities

      Services

      • Retirement Services
      • Financial Services
      • Investment Advisory Servicess

      Brands

      • FINRA
      • SIPC

      Languages

      • English

      Specialities

      • Financial Advisor
      • Retirement
      • Insurance
      • Investments
      • Estate Planning
      • Securities
      • Retirement Planning
      • Trusts

      Images

      Questions & Answers

      Q What is the phone number for Bluecrest Financial Alliances?

      A The phone number for Bluecrest Financial Alliances is: (972) 348-6300.

      Q Where is Bluecrest Financial Alliances located?

      A Bluecrest Financial Alliances is located at 14241 Dallas Pkwy, Suite 1200, Dallas, Texas 75254

      Q What is the internet address for Bluecrest Financial Alliances?

      A The website (URL) for Bluecrest Financial Alliances is: https://www.bluecrestfa.com?y_source=1_MTI2Njg0My01NDUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D

      Q How big is Bluecrest Financial Alliances?

      A Bluecrest Financial Alliances employs approximately 20+ people.

      Q What days are Bluecrest Financial Alliances open?

      A Bluecrest Financial Alliances is open:
      Saturday: Closed
      Sunday: Closed
      Monday: 8:30 AM - 5:00 PM
      Tuesday: 8:30 AM - 5:00 PM
      Wednesday: 8:30 AM - 5:00 PM
      Thursday: 8:30 AM - 5:00 PM
      Friday: 8:30 AM - 5:00 PM

      Q How is Bluecrest Financial Alliances rated?

      A Bluecrest Financial Alliances has a 4.1 Star Rating from 18 reviewers.

      Hours

      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:30 AM - 5:00 PM
      Tuesday:
      8:30 AM - 5:00 PM
      Wednesday:
      8:30 AM - 5:00 PM
      Thursday:
      8:30 AM - 5:00 PM
      Friday:
      8:30 AM - 5:00 PM

      Ratings and Reviews
      Bluecrest Financial Alliances

      Overall Rating

      Overall Rating
      ( 18 Reviews )
      13
      1
      0
      1
      3
      Write a Review

      Jasmine Johnson on Google

      image I have worked with Jake Otankis from the Denton office for a little over a year now and my experience could not have been better! He was extremely knowledgeable, answered all my questions, and helped me create plan for my financial future. Also his colleagues, most notably Shad Robertson and Chris Farmer, were super helpful through this process. So glad to have such an amazing team in my corner!

      Jake Otankis on Google

      image

      Camille Stark on Google

      image

      Thanh Hua on Google

      image Nguyen one of your agent that was assigned to Bi Hua MassMutual annuity account sent in a email to the client relationship manager stating that Bi Hua policy owner requested his annuity account to be cancelled when Bi Hua never made the request nor authorized her to make the request on his behalf nor did she even inform him of it. We found out through getting a refund check in the mail from MassMutual yesturday.

      Rick Posey on Google

      image I sent multiple e-mail messages to the agent assigned to me regarding getting coverage. There was no sense of urgency in providing me with updates for weeks.

      Load More Reviews

      Overall Rating

      Overall Rating
      ( 18 Reviews )
      13
      1
      0
      1
      3

      Write a Review

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