Beacon Pointe Advisors
Investment Service
5810 Tennyson Pkwy #525 Plano, Texas 75024
Edward Jones - Financial Advisor: Bobby Pugh
Financial Consultant, Finance Broker, Investment Service
6305 Preston Road, Suite 800 Plano, Texas 75024Bobby is fantastic to work with! We have known Bobby for several years and he is an incredible professional!
Edward Jones - Financial Advisor: John D Powell
Financial Consultant, Finance Broker, Financial Audit
2321 Coit Rd ste a, Ste A Plano, TX 75075Excellent Financial Advice, Professional Advisor, and Extremely Sound in Estate Planning.
Edward Jones - Financial Advisor: Ryan Hamblin
Financial Consultant
1400 Preston Road, Suite 275 Plano, Texas 75093Ryan takes his time to explain all of your options. I really appreciated his approach to helping me!
American Pride Property Maintenance
Investment Service
2024 W 15th St Ste F # 338 Plano, TX 75075This company was amazing. They were extremely responsive and answered all my questions immediately. They were easy to work with and very kind. They were on time and did a ... more
Edward Jones - Financial Advisor: Stacy R Carrington, CRPC
Financial Consultant
1400 Preston Road, Suite 275 Plano, Texas 75093Edward Jones - Financial Advisor: Marcus C Orr, AAMS
Financial Consultant
680 Independence Pkwy, Suite 300 Plano, Texas 75075Always on top of our needs for our employees and ourselves. Available whenever we have a question, and always on top of things. Annual reviews of needs and changes. We hi ... more
Affordable Debt Consolidation - Plano Texas
Financial Consultant
101 E Park Blvd Suite 600 Plano, Texas 75074So glad I made the call to Affordable Debt Consolidation after seeing the segment on my local news. All my debt has been settled for over 50% of what I owed. Everyone I ... more
Edward Jones - Financial Advisor: Brandan J Bindel, CFP|CRPC
Financial Consultant
2321 Coit Rd, Ste A Plano, Texas 75075Brandan Bindel does a wonderful job with everything I have ever asked him to do. I feel good about my investments and the recommendations he gives on other matters I mig ... more
Edward Jones - Financial Advisor: Marc A Rossouw, CFP|AAMS|CRPC|CRPS
Financial Consultant
5601 Democracy Drive, Suite 109 Plano, Texas 75024I've known Marc for years and have been extremely pleased with how he's advised us to help meet our financial goals. Very trustworthy and helps break things down for the ... more
Edward Jones - Financial Advisor: Jason A Gilbert
Financial Consultant
5550 Granite Pkwy, Suite 115 Plano, Texas 75024
Exencial Wealth Advisors
Investment Service
3930 Dallas Pkwy #450 Plano, Texas 75093Great & growing group of extremely capable advisors!
Edward Jones - Financial Advisor: John R Bourgeois, CFP|CEPA|AAMS
Financial Consultant
5301 Village Creek Dr, Suite D Plano, Texas 75093Mr. Bourgeois was very professional and easy to collaborate with regarding my financial future. I look forward to working with him in preparation for retirement!
Edward Jones - Financial Advisor: Scott M Boris
Financial Consultant
305 W Spring Creek Pkwy, Suite D102 Plano, Texas 75023Because It Has A Heart For Humanity and Rights.
White, Jacobs & Associates
Credit Counseling Service, Consultant, Counselor
200 Chisholm Pl #250 Plano, TX 75075I paid them lots of money and they claimed 2 negatives was removed from my credit that did nothing to my score. I was with them for 5 months just making payments. I was w ... more
Edward Jones - Financial Advisor: David K Seals Jr, CRPC
Financial Consultant
6305 Preston Road, Suite 800 Plano, Texas 75024David is an outstanding choice for financial advice and retirement planning.
Sunny Day Financial
Investment Service
4324 Mapleshade Lane #270 Plano, TX 75093
JWR Home Services
Investment Service
Installed & repaired some plumbing fixtures and took care of some other minor repairs. Even came back promptly to take care of a related repair. I would definitely recomm ... more
Edward Jones - Financial Advisor: Jerry Pierce, CFP
Financial Consultant
1255 West 15th St, Suite 420 Plano, Texas 75075
Plano, TX Branch Office - UBS Financial Services Inc.
Financial Consultant
7250 Dallas Parkway, 12th Floor Plano, Texas 75024David Goldberg is outstanding. Highly recommend him!
Edward Jones - Financial Advisor: Jason L Bell, CFA
Financial Consultant
4101 E Park Blvd, Suite 146 Plano, Texas 75074I literally know nothing about money, and somehow I have investments and am prepared for retirement. This is 100% due to Taylor Bell !!!!!
Edward Jones - Financial Advisor: Billie G Meador
Financial Consultant, Finance Broker, Investment Service
7000 Preston Rd Suite 1000 Plano, Texas 75024Exceptional customer service and couldn't be any happier to be a member! The branch is very clean and well maintained.
Monda Hanna - UBS Financial Services Inc.
Financial Consultant
7250 Dallas Parkway, Suite 1200 Plano, Texas 75024Edward Jones - Financial Advisor: Paul Fahrenwald, CFP
Financial Consultant
2805 Dallas Pkwy, Ste 325 Plano, Texas 75093Paul has done a great job as my financial advisor. He has always been super helpful and answers any questions I have.
United Debt Counselors
Financial Consultant, Service Establishment
Serving, Suite 400 Plano, TXterribly frightening thieves very careful never work with this agency after I pay a year before now it turns out that they are charging me more knowing how the collection ... more
Edward Jones - Financial Advisor: Razmig Kechichian
Financial Consultant, Finance Broker, Investment Service
1800 Preston Park Blvd Suite 125 Plano, Texas 75093I would not recommend the "services" of this "financial advisor". Had to contact FINRA.
Longhorn Wealth Management Group
Investment Service
1701 Iowa Drive Plano, TX 75093Trip has been instrumental in helping our family plan for our financial future. He has guided us on everything from refining spending plans that help us reach our goals t ... more
Edward Jones - Financial Advisor: Greg Parks
Financial Consultant
680 Independence Pkwy, Suite 300 Plano, Texas 75075Always on top of our needs for our employees and ourselves. Available whenever we have a question, and always on top of things. Annual reviews of needs and changes. We hi ... more
Wells Fargo Advisors
Investment Service
4000 LEGACY DR PLANO, Texas 75024
XDInvesting LLC
Investment Service
3000 Custer Rd # 1563 Ste 270 Plano, TX 75075This is an excellent place for mailing, shipping, mailbox service, and even a boutique for gifts, but my favorite part is their printing service. I am so glad to have a l ... more
The Kravitz Group - UBS Financial Services Inc.
Financial Consultant
7250 Dallas Parkway, Suite 1200 Plano, Texas 75024David Goldberg is outstanding. Highly recommend him!
Wells Fargo Advisors
Investment Service
2400 Dallas Pkwy, Suite 100 Plano, Texas 75093Texas Annuity Experts
Financial Consultant, Financial Planner
6860 North, Dallas Pkwy #200 Plano, TX 75024Texas Annuity Experts has been great with our retirement goals. Our advisor explained different options and recommended the perfect annuities for us. We highly recommende ... more
SchlegelDunn, LLC
Financial Consultant
6860 Dallas Pkwy #200 Plano, TX 75024Have been working with this firm for several years now and am very happy with my financial advisor.
Wells Fargo Advisors
Investment Service
2912 LEGACY DR PLANO, Texas 75023If you are going to temporarily close a location, mark it so on Google. The company I work for charges $125 per hour, a 15 min detour to a temporarily closed (unmarked) b ... more
Wells Fargo Advisors
Investment Service
5936 W PARK BLVD PLANO, Texas 750935 star service every time I come in Jessica or Kristi takes well care of me!
Wells Fargo Advisors
Investment Service
212 COIT RD PLANO, Texas 75075Tried charging me a fee to put a name on my money order. My normal wells fargo bank has never done that in 10 years banking with them.
Wells Fargo Advisors
Investment Service
2400 E PLANO PKWY PLANO, Texas 75074Can't provide $1000 in 5's for large commercial customer
Fidelity Investments
Investment Service
5905 Legacy Drive, Suite A100 Plano, Texas 75024The representative was kind but the company processes felt contradictory between chat, phone, and in-branch. I dont think the in-person reps are supported with the info a ... more
Capital One Auto Finance
Financial Institution, Financial Consultant, Loan Agency
8050 Dominion Pkwy Plano, TX 75024DO NOT take their car loan offer. You will regret it! They are never considerate. During the pandemic they told me they can help me by pushing my payments back which l ag ... more
Retirement Planners of America
Investment Service
2820 Dallas Pkwy Plano, Texas 75093Been with Ken Moraif for over 7.5 years. No adds and no withdrawals (other than RPOA fees). Cumulative return of 8.7%. Shame on me! Update - moved to a new advisor hopefu ... more
HBD1 Consulting LLC
Consultant, Financial Consultant
6010 Spring Creek Pkwy Plano, TX 75024Patrick Christian Orender: Primerica - Financial Services
Financial Consultant, Life Insurance Agency
6600 Chase Oaks Blvd #150 Plano, TX 75023It was so fast and easy to get my insurance done. My insurance rep went over so many options with me it was amazing.
Errol Myers: Primerica - Financial Services
Financial Consultant, Life Insurance Agency
6600 Chase Oaks Blvd #150 Plano, TX 75023This guy knows insurance and financial advice give him a call
Joe Cotten - Ameriprise Financial Services, Inc.
Financial Planner, Investment Service
6860 N, Dallas Pkwy Ste 500, Ste 500 Plano, TX 75024Wells Fargo Advisors
Investment Service
1421 N CENTRAL EXPY PLANO, Texas 75075No cash in the atm...been to several locations
Buckingham Strategic Wealth
Financial Consultant
5810 Tennyson Pkwy #260 Plano, Texas 75024Stephanie Seastrand - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner, Investment Service
5172 Village Creek Dr Ste 104 Plano, Texas 75093
Dale Anderson - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner, Investment Service
6860 Dallas North Tollway Ste 500 Plano, Texas 75024
