PM Squared Financial
6050 Southwest Boulevard, Benbrook, TX 76109
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
PM Squared Financial, located at 6050 Southwest Boulevard in Benbrook, Texas, is a finance institution that partners with Charles Schwab to offer a wide range of traditional security investments such as stocks, bonds, mutual funds, and ETFs. In response to client demand for exposure to cryptocurrency, PM Squared also partners with Gemini to provide digital asset investment opportunities, drawing on their team's expertise in trading Bitcoin since 2014.
Unlike traditional brokerage accounts, PM Squared utilizes options trading to offer greater flexibility in investment choices during economic uncertainty. Accredited investors can take advantage of the opportunity to invest in Texas through capital raises for local businesses, providing steady income dividends and potential capital growth.
At PM Squared, clients can adjust their investments according to personal goals, time horizon, and risk tolerance. The institution helps clients understand financial risks and develop strategies to hedge against them, plan for business goals, including exit strategies, and create strategies for wealth transfer and charitable giving.
Please note that Charles Schwab and PM Squared Financial are separate entities and do not endorse each other's services. Brokerage services are provided by Charles Schwab, a member of FINRA/SIPC.
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