I've been doing some research lately and am not happy with my Ameriprise financial services. I'd like to move my investments and kid's college fund somewhere else and...
Tori H. replied:
http://jcffinancial.com/index.html Jason Frizzell
Robin H. replied:
Bill Burks in flower mound. Great person and an excellent financial planner.
Svetlana S. replied:
Give Shelly McBride Dodge or Bill Collins a call. Both are very nice, professional and local!
Sara D. replied:
Fidelity Investments is great for Life Insurance and college 529 plans.
Tori M. replied:
We use Jason Poe. He is in Frisco. Super honest, helpful and big Dave Ramsey guy.
Recommendations: Looking for a good financial planner/counselor, I would like to use someone local.
Thank you.
Blaire F. replied:
My husband Zak Fearing at Morrison financial
Amy T. replied:
V&E Wealth Management in Southlake is great! Brian Tillotson offers a free one hour free consultation to show you how he could help you and your specific situation.
Debbie R. replied:
http://www.clintsmanfinancialplanning.com/. They are located in Southlake - read their reviews, highly recommend them.
Laurie A. replied:
Tim Patterson in Lewisville with Feliciano Financial (972) 567-8072. He has made some excellent investments for us and we have been very happy.
Nora K. replied:
Stone Irey at Edward Jones, by Z's and Jimmy Johns on Cross Timbers.
We are looking for someone to provide financial planning services on a fee basis. I met and was impressed with Riverchase in Flower Mound and wondering if anyone has...
Joe M. replied:
Scott Armey
Terry K. replied:
I have a great person at Bank of Texas who I work with and has helped me. Troy Miller. If you would like his number you can text me at 214 641 9353
Does anyone have any input on Riverchase financial planners in Flower Mound (good or bad). I'm needing some financial planning assistance so all input is welcome.