Find the Best 15 Finance services in Frisco, TX

Ms. Ladybug Marty Sanders My visit with Mr. Claypool was pleasant and stress free. Took time to get to know me and shared some personal information as well. When we ended our first Zoom meeting, I knew I had taken the first step towards gaining a clearer picture of where I stand as a special educator who is thinking about retiring. I look forward to meeting Mr. Claypool in person, together we will be able to map out a plan for me that will lead to retirement without fear; instead, with confidence and joy.

Jerry Parsley Jeremy has proven to be an utterly trustworthy source of financial advice, concerning our retirement funds. His advice, and the resulting performance of those retirement fund accounts, are a great source confidence in our financial future. He takes his role as a fiduciary very seriously, and clings to very solid, stable and traditional financial values..

heidi keyvan Mason has managed both my personal and business tax returns over the past few years with exceptional reliability, professionalism, and expertise. His deep knowledge of the field sets him apart, and I fully trust his guidance. Anyone looking for accurate, trustworthy, and thorough tax services would be in excellent hands with Mason

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.

John McAfee Amanda and Jalen make banking with PCB so easy. Had to have something notarized. They know me. No appointment. I was in and out in 5 min. They are awesome business partners. Thank you. JMc

Christopher Molina Arrin Simpson is absolutely phenomenal, we love having her assist us in our financial planning.

Soumya Arun Alina was one of the best recruiters I have worked so far. She was extremely professional and friendly at the same time. She understood what my requirements and worked around those and connected even after a month into my new role to make sure I was comfortable and happy in my new role. I highly recommend her if youre sure what you are looking for in your career. Thanks Alina for everything and helping in the process.

Robin Miller Jack Waldrons team excels in educating Americans on financial matters and empowering them to improve their financial standing. They consistently offer free classes to educate a wider audience on money management, taking the time to ensure individuals grasp the principles of finance and how to leverage it to their advantage.

Dawn Burwell We were so fortunate to have gone to the information session that was given by Nick from Brindle and Bay. It gave my husband and I some good information about retirement planning we hadn’t thought of. It was even more insightful when we booked an appointment with Tory to come into the office and help us with our personal questions. She was so knowledgeable and had given us some great advice so we decided they were going to be our financial advisors. Connie was my first point of contact for information gathering and she did almost everything for me! Transferring of my 401k was nerve racking but with Connie’s help I didnt have an issue as she was on the phone with me helping with questions. All along the way, Brindle and Bay has such an amazing staff who is there to support and provide the financial expertise my husband I are lacking. Now we have peace of mind with our finances.

Vicki Chen Scott has been my financial advisor for several years and I’ve had nothing but a positive experience. He has helped me manage my investments and evaluate the effects of major purchases such as a vehicle and my first home. His office administrator Jeoffrey is fantastic as well. I would recommend this team to anyone!

Joe Deegan My wife & I have been with Capital Advisors for over 4 years & have been very happy. Their communication is great. I get updates all the time. I talk with them at least once a quarter, sometimes more. If I need money they get it to within a day or two. I used to do my own investing. I am getting older & wanted someone to help my wife if something happened to me. I am sure I found the right company.

Claire Green Riley has provided exceptional service. You can tell he is a hard worker and cares about me as a client. He makes it a priority to get to know everyone in the surrounding local neighborhood and that is what stood out to me the most. Do yourself a favor and work with Riley!

Ashley Hardeman Michael was awesome to work with and very knowledgeable and experienced in regards to my taxes. He responded quickly to any questions or concerns I had. I was very pleased with the results of my return when using him!

Sierra Reed I’ve known Marco Silva for years, and he is an absolute pro when it comes to financial planning. His depth of knowledge and strategic approach make him a standout in the field. Whether you’re navigating personal finances or planning for your business, Marco brings clarity, confidence, and results. As a business owner, I’ve found his insights and recommendations invaluable.

Lane Rizzardini Rick and Amara were extremely knowledgeable and generous with their time in helping me understand our potential sales tax requirements in states outside of our home state. Highly recommend them.