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Mark Valdez Financial Service LP
- Financial Planner, Insurance Agent
- 2604 Long Prairie Rd Flower Mound, TX 75022
- Closed
Referral from
Dec 31, 2017
Marion H.:
Would love to support a local insurance agent. After the holiday I'll need quotes on a rental duplex, personal home, and 2 cars. Someone...
Troye S.:
Mark Valdez. He can shop multiple companies for you. http://www.markvaldezintegra.com Visionary Financial Group
- Financial Planner
- 3305 Long Prairie Rd Flower Mound, TX 75022-2704
- Closed
Referral from
May 10, 2015
Ashlee C.:
I am requesting recommendations for a financial planner in the Flower Mound/Highland Village area. I want someone who can provide an...
Shelly D.:
Thanks for the referral David! Here is my webpage. http://visionaryfinancialgroup.com King Financial
- Financial Planner, Loan Agency
- 2611 Cross Timbers Rd Flower Mound, TX 75028
- Closed
Referral from
Mar 28, 2016
Jason L.:
Looking for a really good mortgage broker... Any suggestions?
Debra C.:
Alex King with King Financial Group Inc. - Alex.King@KingFG.com or 214.762.1111 cell phone or 972.539.2500 business. They are located... Chandler & Knowles CPA's
- Financial Planner, Bookkeeper, Accountant
- 7370 Hawk Rd Flower Mound, TX 75022
- Closed
Referral from
Jan 18, 2015
Manu S.:
Can anyone recommend a good CPA for business and taxes?
Tracy C.:
http://www.formycpa.com Thrivent Financial
- Financial Planner
- Flower Mound, TX
Referral from
Jun 25, 2016
Kristy H.:
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...
Scott A.:
Thrivent Financial is a member-owned financial services company with an A.M. Best top A++ rating. We help members be wise with money and... Frequently Mentioned on Social Media
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Referral from June 25, 2016
Kristy H. asked:
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.
Chris C. replied:
Edward Jones. Call Frank Ratton. (972) 691-2158
Amy T. replied:
www.virtuswealth.com in Southlake a great firm!
Joe M. replied:
Scott Armey
Referral from August 22, 2011
Jennifer D. asked:
Can anyone recommend a great financial planner in Flower Mound?
Maureen M. replied:
International Wealth Management in Grapevine, Dennis Carpenter
Maureen M. replied:
http://www.internationalwealthmanagement.net/
Julie M. replied:
Chris Smith, he is with Ameriprise Financial...lives in Wellington. Christopher.x.smith@ampf.com
Natalie K. replied:
My husband has been doing it for over 15 years and is fabulous. His name is Chris Knabe. chrisknabe@verizon.net
Referral from March 21, 2018
Stephani R. asked:
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.
Christy W. replied:
Rett Dean with Riverchase Financial is awesome!!!
Brit B. replied:
Riverchase Wealth Management!
Heather K. replied:
Sean Kelleher with Riverchase, hands down!
Referral from November 21, 2016
Debbie F. asked:
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
Referral from November 8, 2016
Debbie F. asked:
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.
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