Estate and tax planning services in Plano, Texas
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Credent Wealth Management - Plano Fee-Only Financial Planner
● ClosedCredent 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.
7500 Dallas Pkwy Suite 475, Plano, TX 75024, United States -
Tom Palmersheim - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTom Palmersheim is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6860 Dallas Parkway in Plano, Texas, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Tom Palmersheim offers expertise in asset management, estate planning, retirement planning, and investment strategies. As an accredited advisor in various financial areas, Tom Palmersheim provides comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with investment opportunities, insurance products, or retirement planning, Tom Palmersheim can help guide you through the complex world of finance with professionalism and integrity.
6860 Dallas Pkwy Ste 500, Plano, TX 75024, United States -
Jeff Davis - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJeff 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.
6860 Dallas Pkwy #500, Plano, TX 75024, United States -
Law Offices of Carey Dowdy PLLC
● ClosedThe Law Offices of Carey Dowdy PLLC, located in Plano, Texas, is a trusted institution serving Collin County, Frisco, McKinney, Allen, and Denton. With over a decade of legal experience, Attorney Carey Dowdy is well-equipped to handle all immigration and tax matters. Specializing in immigration law, Attorney Dowdy understands the complexities and challenges that individuals face when seeking legal immigration status, visas, citizenship, and other immigration objectives. The firm offers honest and diligent legal representation, providing assistance with naturalization, visas, green cards, deportation defense, DACA, and more. Additionally, the firm offers tax law services to resolve issues such as unpaid taxes, IRS letters, audits, and property seizures. Attorney Dowdy is committed to delivering high-quality service, working tirelessly to help clients achieve their desired results. Whether your case is family-related, business-related, or involves obtaining lawful permanent residency or citizenship, the Law Offices of Carey Dowdy PLLC is here to help guide you through the immigration process efficiently and effectively. Contact the firm today for a free consultation and let Attorney Dowdy use his experience and resources to assist you with your immigration case.
6010 W Spring Creek Pkwy Suite L, Plano, TX 75024, United States
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