TOP 30 Asset management firms in Plano, Texas

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Credent Wealth Management is a fee-only financial planning institution located in Plano, Texas. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals. We prioritize transparency and integrity in all of our interactions, ensuring that our clients receive unbiased and customized advice to help them navigate their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Credent Wealth Management is here to help. Visit us at our office on Dallas Parkway in Plano or contact us to schedule a consultation today.

Mitchell Nachtigal Law, located at 1601 West Airport Freeway in Euless, Texas, is a leading provider of counsel for real estate transactions, disputes, investors, and developers since 2007. Founded by Managing Partners Julia Mitchell and Jennifer Nachtigal, the firm brings over 30 years of combined experience in the real estate profession. Their passion for serving the real estate community drives the success of the firm, offering tailored solutions for clients in Texas and beyond. Mitchell Nachtigal Law is known for its commitment to excellence, ethics, and client satisfaction, providing legal services in commercial and residential real estate, estate planning, civil litigation, mediation, and probate matters. With offices in Euless, Colleyville, and Plano, the firm offers personalized services to protect clients' assets, secure legacies, and navigate legal challenges with expertise and care. Contact Mitchell Nachtigal Law for trusted legal representation and a lasting partnership dedicated to your success and peace of mind.

Jeff Davis - Financial Advisor at Ameriprise Financial Services, LLC, located at 6860 Dallas Parkway in Plano, Texas, is a trusted finance institution dedicated to helping clients achieve their financial goals. Jeff provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track success. Clients can easily access their investments and accounts from any device, securely sharing information with Jeff. To learn more or schedule a complimentary initial consultation, visit the website for background and qualification information. Jeff Davis is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The institution prioritizes client relationships and values referrals from satisfied clients. Get in touch to start discussing your financial priorities and take steps towards a secure financial future with Ameriprise Financial Services, LLC.