TOP 30 Wealth care in Plano, Texas

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Welcome to Agape Foot Care, your trusted partner in maintaining strong, healthy feet for a better quality of life. Located at 1312 14th St Ste 101, Plano, TX 75074, we are dedicated to providing exceptional podiatric care that is both convenient and accessible. Our team of experienced podiatrists is committed to supporting your foot health through a comprehensive range of services, from routine care to advanced surgical treatments available at our on-site surgery center. At Agape Foot Care, we understand that foot and ankle issues can significantly impact your health and mobility. That's why we offer personalized care for a variety of conditions, including sprains, fractures, hammertoes, tendonitis, athlete's foot, ingrown toenails, gout, and more. Our providers specialize in diabetic care and podiatric surgery, ensuring that even the most complex foot problems are addressed with expertise and compassion.

Dr. Angela C. Mix, DO is a highly respected board-certified Pediatrician located at 6020 West Parker Road in Plano, Texas. She has been serving the community since 2002 and joined West Plano Pediatrics in 2007. Dr. Mix is currently the Medical Staff President of Texas Health Presbyterian Plano and has been recognized as the best Pediatric Specialist by D Magazine in 2015 and 2016. She is dedicated to the health and well-being of children and has a wealth of experience in the field. Dr. Mix graduated from the Des Moines University College of Osteopathic Medicine in 1999 and completed her residency at the University of Nebraska & Creighton University Medical Centers. She has also served as an Assistant Professor of Pediatrics at UT Southwestern / Children’s Medical Center of Dallas. Dr. Mix is fluent in German, dabbles in Spanish, and enjoys studying philology and linguistics.

Patrick Leavey, M.D. is a renowned pediatric oncologist located at 12500 Dallas Parkway in Frisco, Texas, United States. Dr. Leavey graduated from the Royal College of Surgeons in Ireland in 1986 and has since held various prestigious positions in the field of pediatric hematology/oncology. He is currently a Professor of Pediatrics at UT Southwestern Medical Center and a Pediatric Oncologist at Children’s Health in Dallas and Plano. With a wealth of experience in research and clinical practice, Dr. Leavey is board certified in Pediatric Hematology/Oncology and holds leadership positions at both regional and national levels. He has been involved in numerous research projects and clinical trials, focusing on improving treatments for childhood cancers.

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. Prior to joining Beacon Pointe, Gigi worked at Merrill Lynch and UBS Financial Services, gaining valuable experience in investment management and financial planning. In her free time, Gigi enjoys traveling, hiking, and spending time with her family and friends."

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. Each Ameriprise advisor has their own unique areas of expertise, so clients can choose an advisor that aligns best with their specific needs. By filling out the "Request consultation" form, clients can connect with Anthony Lopez for a complimentary initial consultation to discuss their financial goals and create a customized financial plan. With a strong background, credentials, and experience in finance, Anthony Lopez is dedicated to helping clients make informed decisions and achieve financial success.

First Dallas Financial Group, Inc. is a finance institution located at 5465 Legacy Drive in Plano, Texas, United States. With a commitment to providing top-notch financial services to its clients, this institution offers a wide range of financial products and solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at First Dallas Financial Group, Inc. are dedicated to helping you navigate the complexities of the financial world. Trustworthy, reliable, and customer-focused, this institution is a go-to destination for all your financial needs.

Heritage Financial Planning is a reputable finance institution located at 5465 Legacy Drive in Plano, Texas, United States. Our team of experienced financial planners are dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized financial planning services tailored to each individual's unique needs and circumstances. Whether you are looking to invest for retirement, save for your children's education, or plan for other financial milestones, Heritage Financial Planning is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future.

Pearl Financial Planning LLC is a leading finance institution located at 7800 Preston Road in Plano, Texas, United States. Our team of experienced financial planners are dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Pearl Financial Planning LLC is here to provide the guidance and support you need. Trust us to help you navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.

Interlinc Financial Advisors, Inc. is a leading financial institution located at 5068 West Plano Parkway in Plano, Texas. Specializing in a wide range of financial services, Interlinc offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced advisors, Interlinc is dedicated to providing top-notch financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, plan for the future, or secure your financial well-being, Interlinc Financial Advisors, Inc. is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

Lindsay Jones - Financial Advisor, Ameriprise Financial Services, LLC, located at 5851 Legacy Circle in Plano, Texas, United States, is a finance institution offering a wide range of financial services. Lindsay Jones holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. With a focus on providing personalized financial advice and solutions, Lindsay Jones is dedicated to helping individuals and small business owners achieve their financial goals. Additionally, Lindsay Jones is committed to upholding high ethical standards and staying updated on the latest industry trends through continuous education and training. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Lindsay Jones is equipped to provide expert guidance and support.

Shane Hackney - Financial Advisor at Ameriprise Financial Services, LLC, located at 6860 Dallas Parkway, Plano, Texas, United States, offers personalized financial planning services tailored to individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Shane provides investment recommendations and portfolio management to help clients track their progress towards financial goals. Clients have access to their investments and accounts from any device, ensuring secure communication and updates. Shane Hackney is registered with FINRA and offers complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial Services, LLC is a registered investment adviser and securities are offered through the firm, with a focus on providing a more confident financial future for clients. Please refer to FINRA's BrokerCheck website for information on states where securities business can be conducted. Contact Shane Hackney for more information on achieving financial goals and securing a stable financial future.

Rodney Coe - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6860 Dallas Parkway, Plano, Texas, United States. The institution offers a range of financial services and is staffed with professionals who hold various certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These designations showcase the expertise and commitment of the advisors at Rodney Coe - Financial Advisor in providing high-quality financial planning and investment services to their clients.

Peter Chung - Financial Advisor at Ameriprise Financial Services, LLC, located at 6860 Dallas Parkway, Plano, Texas, United States, specializes in providing personalized financial planning services tailored to individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Peter offers investment recommendations, asset allocation strategies, and portfolio analysis to help clients track their progress towards financial objectives. Clients can access their accounts and monitor their investments securely from any device. Schedule a complimentary initial consultation to learn more about how Peter can help you achieve a more confident financial future. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information on Peter Chung's registration states. Let's meet to discuss your financial goals today.

Welcome to the Allergy and Asthma Center, where we specialize in providing comprehensive care for both adults and children. Led by the esteemed Dr. Aly El-Hag, MD, PhD, FAAAAI, FACAAI, our clinic is dedicated to diagnosing and treating a wide range of allergy and asthma conditions with the utmost precision and compassion. Conveniently located at 8941 Coit Rd #100 in Plano, TX, our center is committed to improving the quality of life for our patients through personalized treatment plans and cutting-edge medical practices. Dr. El-Hag brings a wealth of experience and expertise, being a distinguished Fellow of the American Academy of Allergy, Asthma & Immunology (FAAAAI) and the American College of Allergy, Asthma & Immunology (FACAAI).

Welcome to The Joint Chiropractic - West Plano, your trusted destination for family chiropractic care and spine health located at 4701 W Park Blvd #102, Plano, TX 75093, in the Berkeley Square Shopping Center. Conveniently situated on the north side of Studio Movie Grill and next to Kenny's Pizza, we offer a comprehensive, natural, and drug-free approach to healthcare that has helped millions find relief from lower back pain, sciatica, migraines, and more. At The Joint Chiropractic - West Plano, we strive to deliver a unique healthcare experience that stands apart from traditional medical visits. Whether you are a seasoned chiropractic patient or visiting a chiropractor for the first time, our goal is to provide you with life-changing care that enhances your overall well-being.