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“Phil was so patient with my incessant questions about setting up a trust and even explained things in a manner in which even I could understand! Setting this up for us haven given my husband and I such a sense of peace i.e. having things in order! I highly recommend!”
8:30AM - 4:30PM
2600 Eldorado Pkwy STE 260, McKinney
Investing
“The quality of an advisor isn’t how much money you make in the good times it is how you perform in the bad times. I have been with Trent through the bad times of 2008 2009 and the crazy March of 2020. The performance of my portfolio was much better and recovery was greater than my friends with other advisors. Trent is always available and willing to talk through my investments at a level that I can understand.I cant say enough how please I have been with Trent’s guidance”
8 AM - 5 PM
201 W Virginia St Suite 102, McKinney
Investing
Investing
Investing
“Scott is always willing to answer questions and offer suggestions (with no high pressure) that have proven valuable to my family’s assets over the years. He listens to your concerns and is very knowledgeable of current investment strategies. Janet is second to none in her prompt responses and action re. questions and requests. Her diligence in handling every detail ensures that you have an excellent team looking out for your best interests.”