Keywords: Financial legacy wealth management ubs financial services inc tx

Legacy Wealth Management - UBS Financial Services Inc. - Plano (TX)

Address: 🏡 7250 Dallas Pkwy Suite 1200, Plano, TX 75024, USA
Phone : +1 (469) 440-0618
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJJ7j649c9TIYREAy190YguH0
#Texas

First Command Financial Advisor - Brent Eaton - Wichita Falls

Mia Eaton Brent is the best financial advisor. He keeps us informed about our insurance and our investment account. He Is ver prompt in responses on inquiries. I feel confident and at ease knowing he is looking out for my husband and I and my aging mother. He is diligent and compassionate. He really cares about his clients and their financial security
5 /5

Check `n Go - Laredo

Jesus Villanueva Ty Jesus for the help great work
5 /5

Hebert Financial Services - Conroe

Charles Shirley Great financial services firm.
5 /5

FM Financial Services LLC - Sugar Land

Brett Conrad Had a great experience working with Faiza. We had a first time (for her with our fund) audit completed for an investment fund and she was able to dig in and figure it all out. Its important to plan a schedule and proactively get her information as its always busy during tax season.
5 /5

Edward Jones - Financial Advisor: AJ Davis, AAMS® - Frisco

Blake Miller 1 year ago my wife and I decided to get more involved with our investments. Our current adviser had been doing a poor job to say the least. We interviewed a number of reps before picking AJ. We couldnt be happier. He has treated us like we are his biggest client (although we know we are not) and has done one hell of a job managing our money and getting me insured. He is always available to answer our questions and does what ever it takes to make our life easier. I would highly recommend him.
5 /5