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Lewisville, TXLewisville, TX
Exencial Wealth Advisors is a company serving the Lewisville area. Since its inception in 2003, the firm has provided clients with financial advice and services. Its team of CPAs, CFPs, CIMAs, and CFAs helps customers reach their financial goals by drafting a financial plan that includes retirement planning and debt and cash flow management. Investment management and tax and estate planning are the other services provided by the firm. In 2020, it bought Willingdon Wealth Management, bringing its total assets under management to $3.2 billion.
2601 Network Boulevard, Suite 400, Frisco, TX 75034
Frisco, TX 75034
GA Bishop and Associates, LLC, serves clients in Lewisville and the neighboring communities. It provides financial advice and coaching to clients from different backgrounds. Its services that focus on individuals and families include strategic and implementation planning and problem-solving. It offers businesses services such as retirement planning and asset protection. It also evaluates companies' profitability. Glenn Bishop, CFP, is the founder of GA Bishop and Associates, LLC. In 2009, Bishop was acknowledged by D Magazine as one of the best advisors in Dallas.
1101 S. Broadway, Suite 200, Carrollton, TX 75006
Carrollton, TX 75006
Kinetix Financial Planning handles the needs of individuals, professionals, business owners, and independent contractors in Lewisville and the surrounding areas. The firm focuses on various financial solutions, including those relating to tax planning, cash flow planning, investments, and retirement planning. Its services include estate planning and risk management. Travis Gatzemeier, the founder of the company, is a Certified Financial Planner who believes that money is an instrument that can open the optionality of life.
Flower Mound, TXFlower Mound, TX
Retirement Planners of America serves pre-retirees and retirees throughout Lewisville and the surrounding areas, including North Dallas and Austin. The business provides a wide range of services, such as wills and trusts drafting, income tax planning, investment management, Medicare and long-term care planning, and financial and retirement planning. Its team of financial advisors also performs customized retirement plan analyses to help clients maximize their Social Security retirement benefits. Retirement Planners of America has been featured in Forbes, The Wall Street Journal, and USA Today.
1300 Summit Ave. #600, Fort Worth, TX 76102
Fort Worth, TX 76102
Strategic Estate Planning Services is an independent financial services firm serving the Lewisville community. It helps individuals obtain financial independence by offering various strategies, such as retirement income, wealth management, and asset protection. In addition, the company provides college planning services and Medicare supplement insurance products. Its founder and CEO, Mark Pruitt, has been in the financial services industry since 1999. He was named the Advisor of the Year by Senior Market Advisor in 2012.
4425 Plano Pkwy., #101, Carrollton, TX 75010
Carrollton, TX 75010
The Noble Group serves different types of clients in Lewisville metro, including individuals who build wealth for future endeavors, business owners with longer-term multigenerational goals, and families who are preserving their assets. The company offers retirement planning services, such as investment recommendations, investment policy statement development, and provider reviews. Its team of financial advisors also handles wealth management services. CEO Tom Noble is an Accredited Investment Fiduciary who has been working in the financial industry for more than 30 years.
2591 Dallas Pkwy Ste 505, Frisco, TX 75034
Frisco, TX 75034