Independent investment advisor in Plano, Texas

personalized and holistic approach to wealth management. Gigi holds the Certified Financial Planner™ (CFP®) certification and graduated from the University of Texas at Austin with a Bachelor's degree in Finance.

Edward Jones - Financial Advisor: Jason A Gilbert is a reputable finance institution located at 5550 Granite Parkway, Plano, Texas, United States.

Silver Sail Wealth Advisors is a trusted LPL Financial Advisor located at 6000 Columbus Avenue in Plano, Texas. Specializing in finance, they provide expert advice and personalized strategies to help clients achieve their financial goals.

Credent Wealth Management is a fee-only financial planning institution located in Plano, Texas.

Anthony Lopez is a highly experienced Financial Advisor at Ameriprise Financial Services, LLC located in Plano, Texas. With a focus on personalized financial planning, Anthony helps clients achieve their financial goals and secure their financial future.

SFMG Wealth Advisors is a reputable finance institution located at 7800 Dallas Parkway in Plano, Texas, United States.

Genesis Financial Group in Plano, Texas is a finance institution dedicated to helping individuals achieve financial independence.

Edward Jones - Financial Advisor: Jason R Edwards, CFP® is a reputable finance institution located at 7800 Dallas Parkway in Plano, Texas, United States.

Michelle Morehead is a financial advisor at Ameriprise Financial Services, LLC, located at 6860 Dallas Parkway in Plano, Texas.

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.

Brian John Seastone is a Financial Advisor at Ameriprise Financial Services, LLC, located at 5172 Village Creek Drive in Plano, Texas, United States.

Heritage Financial Planning is a reputable finance institution located at 5465 Legacy Drive in Plano, Texas, United States.

Schilreff Wealth Management, LLC is a leading finance institution located at 5465 Legacy Drive in Plano, Texas, United States.

Aah Financial Freedom is a finance institution located at 7950 Legacy Drive in Plano, Texas, United States. Our experienced team is dedicated to helping individuals achieve financial independence and security.

Shawn Nicholas - UBS Financial Services Inc. is a finance institution located at 7250 Dallas Parkway in Plano, Texas, United States. With a focus on providing comprehensive financial services, Shawn Nicholas - UBS Financial Services Inc.

Strategic Financial Planning is a leading finance institution located at 6513 Preston Road in Plano, Texas. As financial advisors, we specialize in holistic financial planning and wealth management for our clients.