Financial strategy development in Frisco, TX
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Merrill Lynch Financial Advisor Daniel Marcus Kim
● ClosedMerrill Lynch Financial Advisor Daniel Marcus Kim is a finance institution located at 1 Cowboys Way, Frisco, Texas, United States. Daniel Marcus Kim is dedicated to building strong relationships with clients by providing accessible, knowledgeable, and experienced financial advice. Specializing in helping executives manage concentrated stock positions and navigate important life events such as retirement, inheritance, or business sales, Daniel Marcus Kim offers access to Bank of America Private Bank trust and estate planning services. Collaborating with clients' outside attorneys, accountants, and other professional advisors, he coordinates financial and legacy plans to help clients achieve their goals. At Merrill Lynch Wealth Management, Daniel Marcus Kim focuses on personalized financial planning centered around clients' goals and priorities. Through the Merrill Personal Wealth Analysis™ process, he creates customized plans tailored to each client's unique needs. By utilizing the Investment Personality Assessment, Daniel Marcus Kim gains a deeper understanding of clients' investing preferences to develop a financial approach aligned with their values and aspirations.
1 Cowboys Way Suite 400, Frisco, TX 75034, United States -
Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA®
● ClosedEdward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA® is a reputable finance institution located at 9191 Kyser Way in Frisco, Texas, United States. Specializing in financial planning and wealth management, Jerry Ponzio, a Certified Financial Planner and Certified Exit Planning Advisor, provides personalized services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA® is dedicated to helping individuals and families secure their financial future.
9191 Kyser Way #100, Frisco, TX 75033, United States -
Edward Jones - Financial Advisor: Sue Allen, CRPC™
● ClosedEdward Jones - Financial Advisor: Sue Allen, CRPC™, located at 8765 Stockard Drive in Frisco, Texas, is a trusted institution in the finance industry. With a focus on providing personalized financial planning and investment services, Sue Allen, a Certified Retirement Planning Counselor, is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or simply looking to grow your wealth, Sue Allen and the team at Edward Jones are here to offer expert guidance and support. Visit our office today to start building a secure financial future.
8765 Stockard Dr #301, Frisco, TX 75034, United States -
J&S Partners, Inc.
● ClosedJ&S Partners, Inc. is a finance institution located at 4262 Birdseye Lane, Frisco, Texas, United States. They offer secure asset management driven by secure investments and risk management solutions for your retirement plan. As an asset protection firm and financial asset and wealth management consultant, J&S Partners, Inc. is dedicated to helping clients in Texas and Minnesota with all aspects of their financial lives. Their experienced professionals provide personalized service to help clients achieve financial stability and security, ultimately aiming for financial independence. With a focus on protecting clients' nest eggs and providing low-risk wealth management solutions, J&S Partners, Inc. is committed to helping individuals and families plan for their retirement and financial planning needs. Contact them for a consultation on asset protection, retirement planning, and portfolio management. Their team is ready to provide reliable services and valuable resources to help you make informed financial decisions.
4262 Birdseye Ln, Frisco, TX 75034, United States -
Kenneth Martin - Regions Wealth Advisor
● ClosedKenneth Martin - Regions Wealth Advisor is a finance institution located at 16510 Farm to Market Road 423, Frisco, Texas, United States. For affluent individuals seeking personalized financial expertise, Regions Private Wealth Management offers a Wealth Advisor who will create a customized financial strategy tailored to your specific situation. Kenneth Martin, a Wealth Advisor for Regions Private Wealth Management in Frisco, TX, focuses on developing a comprehensive strategy to meet your financial goals. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. This communication is provided for educational and general marketing purposes only. The institution also provides an Appointment Scheduler for convenience. Regions, the Regions logo, and the LifeGreen bike are registered trademarks of Regions Bank. Please note that you are leaving Regions.com to visit an external website or app. Consult the privacy and security policies of the linked website or app.
16510 FM 423, Frisco, TX 75033, United States
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