Brindle & Bay Wealth Management 5899 Preston Road, Frisco, TX 75034
About the Business
Brindle & Bay Wealth Management is a leading finance institution located at 5899 Preston Road in Frisco, Texas, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. From investment planning to retirement planning, we offer a wide range of services to meet our clients' needs. With a commitment to excellence and a focus on building long-term relationships, Brindle & Bay Wealth Management is the trusted partner for individuals and families seeking financial security and success.
Photos
Location & Phone number
5899 Preston Rd Ste. 1103, Frisco, TX 75034, United States
Hours open
Monday:
9:30 AM - 4:30 PM
Tuesday:
9:30 AM - 4:30 PM
Wednesday:
9:30 AM - 4:30 PM
Thursday:
9:30 AM - 4:30 PM
Friday:
9:30 AM - 3:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Nick & Connie have been wonderful to work with. Nick saved my husband and I over 300K with good investment advice before the markets tanked. Personable and professional. We are in good hands."
"We were so fortunate to have gone to the information session that was given by Nick from Brindle and Bay. It gave my husband and I some good information about retirement planning we hadn’t thought of. It was even more insightful when we booked an appointment with Tory to come into the office and help us with our personal questions. She was so knowledgeable and had given us some great advice so we decided they were going to be our financial advisors. Connie was my first point of contact for information gathering and she did almost everything for me! Transferring of my 401k was nerve racking but with Connie’s help I didn't have an issue as she was on the phone with me helping with questions. All along the way, Brindle and Bay has such an amazing staff who is there to support and provide the financial expertise my husband I are lacking. Now we have peace of mind with our finances."
"I met Nick and Connie Davis in January 2023 as I was contemplating retirement. After several conversations about my particular situation, I realized Brindle & Bay was a very good match that I felt could help guide our family through this next stage of life. Nick and his team are very thoughtful and responsive and I highly recommend viewing and subscribing to the YouTube videos that Nick periodically posts. I am thankful to have Brindle & Bay as a member of our trusted team of advisors."
"I was first introduced to Brindle & Bay when my wife and I went to a seminar they were presenting. Nick and Connie are fantastic people who are truly concerned about their clients financial plans. They give attention to each and every client's needs and future. Nick is exceptionally knowledgeable about the economy and markets and I fully trust his expertise and advice."
List of local businesses, places and services in Texas
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos