Texas > Plano Yellow Pages > Finance > Investment Services & Advisors

Plano Investment Services & Advisors

Local Businesses: 131 [Showing 1-100 of 131]

3 A&M Investment Llc

Plano, TX 75023
(972) 781-6515
Categories: Security Brokers & Dealers

3Ba Investments Llc

4740 State Highway 121
Plano, TX 75024
(214) 494-6677
Categories: Security Brokers & Dealers

American Equity Properties Inc

2000 Central Expressway Suite 200
Plano, TX 75074-5487
(972) 422-2000 +view more
Angie Valenzuela (Vp)
Categories: Security Brokers & Dealers

Ameriprise Financial

6860 Dallas Parkway Suite 500
Plano, TX 75024-4253
(972) 244-5800
Categories: Financial Services, Financial Planning Consultants

Ameriprise Financial

AMERICA'S LEADER IN FINANCIAL PLANNING
1308 Village Creek Drive Suite 2000
Plano, TX 75093-4464
(214) 613-5646 +view more
Craig Saunders (Manager)
Products: Iras, Mutual Funds, Stocks, Equities, Individual Retirement Account
Services: Auto Insurance, Banking, Brokerage Services, Consultations, Disability Insurance,…
Categories: Financial Services, Financial Planning Consultants

Ameriprise Financial

3333 Premier Drive
Plano, TX 75023-7141
(972) 398-7991 +view more
Categories: Financial Services, Financial Planning Consultants

Analytic Financial Advisors

801 East Plano Parkway
Plano, TX 75074-6746
(972) 422-8298
Categories: Financial Advisory Services

Anchor Advisors

2121 West Spring Creek Parkway
Plano, TX 75023-4100
(972) 208-2020
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Aquinas Associates

PO Box 864557
Plano, TX 75086-4557
(972) 596-1222
Categories: Financial Services, Investment Services & Advisors

Asset Management Corporation

5000 Legacy Drive Suite 140
Plano, TX 75024-3114
(972) 608-8804 +view more
David Machemehl (Owner)
Categories: Investment Services & Advisors

Axa Equitable

400 Chisholm Place Suite 215
Plano, TX 75075-6911
(469) 429-9292
Categories: Financial Advisory Services

Banc One Securities Corporation

5020 West Park Boulevard
Plano, TX 75093-2513
(972) 713-7867
Jan Smith (Executive)
Categories: Financial Planning Consultants, Security Brokers & Dealers

Barri Financial Group

1409 Jupiter Road
Plano, TX 75074-6544
(469) 298-3085
Categories: Money Transfer Service, Financial Advisory Services

Bb&T

7900 Preston Road
Plano, TX 75024-2301
(469) 365-1400
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

Bb&T

409 Coit Road
Plano, TX 75075-5709
(972) 758-5600
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

Bb&T

6360 West Plano Parkway
Plano, TX 75093-8204
(972) 818-6680
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

Beckley Cpa

1400 Preston Road Suite 315
Plano, TX 75093-3655
(972) 309-0002
Categories: Tax Services, Financial Advisory Services

Bell & Valente

5700 Granite Parkway Suite 320
Plano, TX 75024-6623
(214) 619-5707
Categories: Financial Planning Consultants

Bookstreet Securities

555 Republic Drive
Plano, TX 75074-5481
(972) 516-4344
Categories: Security Brokers & Dealers

Bruce Stewart

5905 Kensington Drive
Plano, TX 75093-4796
(972) 403-7305
Stewart Bruce
Categories: Investments & Mutual Funds

Cabot Industrial Value Fund

1909 10th Street
Plano, TX 75074-8035
(972) 881-7644 +view more
Categories: Real Estate Investment Trusts

Cantu Roger D Jr-Cfa

7512 San Jacinto Place
Plano, TX 75024-3248
(972) 491-6844
Roger Jr (-Cfa)
Categories: Coaching Business & Personal, Financial Planning Consultants

Capital Advisors Group

555 Republic Drive Suite 200
Plano, TX 75074-5469
(972) 516-4226
Larry Deramus (President)
Categories: Insurance Carriers, Investment Services & Advisors

Central Legacy Investments

240 Legacy Drive
Plano, TX 75023-2356
(972) 517-5023
Categories: Security Brokers & Dealers

Charles Schwab

1801 C Preston Road Suite 1801-C
Plano, TX 75093
(972) 588-1767
Products: Portfolio Management Investing Brokerage Accounts
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Corporate Group

1150 East Park Boulevard
Plano, TX 75074-5317
(972) 422-1500
Categories: Financial Advisory Services

Cpf Texas

6900 Dallas Parkway Suite 700
Plano, TX 75024-7188
(214) 696-2323
Categories: Financial Planning Consultants

Custer Place Investors Llc

2024 West 15th Street
Plano, TX 75075-7363
(972) 516-0326
Categories: Security Brokers & Dealers

Cwp Investments

5305 Village Creek Drive
Plano, TX 75093-4810
(972) 818-7500
Categories: Financial Services, Security Brokers & Dealers

Davis Financial Group

5136 Village Creek Drive Suite 500
Plano, TX 75093-4460
(972) 380-4333
Categories: Financial Services, Financial Planning Consultants

Dickerson Company

PO Box 1180
Plano, TX 75023
(972) 422-5557
Categories: Financial Advisory Services

Dougherty Wealth Management Llc

6860 Dallas Parkway Suite 200
Plano, TX 75024-4242
(214) 550-8989
Categories: Investment Services & Advisors

Douglas Scott Securities

3820 American Drive
Plano, TX 75075-6101
(214) 919-2712
Categories: Security Brokers & Dealers

Edward Jones

MAKING SENSE OF INVESTING
2609 East 15th Street
Plano, TX 75074-6501
(972) 212-4161
Products: Agency Bonds, Cds, Commodities, Corporate Bonds, Futures, Government Securities,…
Services: Asset Allocation, Banking, Bonds Issued, Brokerage Services, Budgeting, Cash…
Categories: Financial Services, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Ben Scarth

MAKING SENSE OF INVESTING
2600 K Avenue Suite 180
Plano, TX 75074-5306
(972) 881-7537
Products: Plano Financial Advisor Investment Management Funds Investment Stock & Bond…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Billie G Meador

MAKING SENSE OF INVESTING
6905 Coit Road Suite 104
Plano, TX 75024-5469
(972) 208-5688
Products: Plano Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Bobby Pugh

MAKING SENSE OF INVESTING
1301 Custer Road Suite 243
Plano, TX 75075-7429
(972) 423-2699
Products: Plano Financial Advisor Investment Management Funds Investment Stock & Bond…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Brian K Hendon

MAKING SENSE OF INVESTING
2201 West Plano Parkway Suite 155
Plano, TX 75075-8432
(972) 527-7042
Products: Plano Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Dapo Shobowale

MAKING SENSE OF INVESTING
7801 Alma Drive Suite 109
Plano, TX 75025-3483
(972) 527-7863
Products: Plano Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Dwayne M Jenkins

MAKING SENSE OF INVESTING
305 West Spring Creek Parkway Suite D102
Plano, TX 75023-4626
(469) 467-6265
Products: Plano Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Harmon J Norton

MAKING SENSE OF INVESTING
2222 West Spring Creek Parkway Suite 209
Plano, TX 75023-4504
(972) 517-8844
Products: Plano Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Jack R Kaye

MAKING SENSE OF INVESTING
1400 Preston Road Suite 275
Plano, TX 75093-5185
(972) 596-1467
Products: Plano Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Jerry Pierce

MAKING SENSE OF INVESTING
1255 West 15th Street Suite 420
Plano, TX 75075-7294
(972) 769-8616
Products: Plano Financial Advisor Investment Management Funds Investment Stock & Bond…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Jim Bullard

MAKING SENSE OF INVESTING
3608 Preston Road Suite 227
Plano, TX 75093-8655
(972) 867-6573
Products: Plano Financial Advisor Investment Management Funds Investment Stock & Bond…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Jim Bullard

MAKING SENSE OF INVESTING
3259 Independence Parkway
Plano, TX 75075-9145
(972) 943-0728
Products: Plano Financial Advisor Investment Management Funds Investment Stock & Bond…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: John R Bourgeois

MAKING SENSE OF INVESTING
2321 Coit Road Suite A
Plano, TX 75075-3794
(972) 758-9602
Products: Plano Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Kelly O Sculpher

MAKING SENSE OF INVESTING
400 Chisholm Place Suite 109a
Plano, TX 75075-6908
(972) 423-3221
Products: Plano Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Marcus C Orr

MAKING SENSE OF INVESTING
101 East Park Boulevard Suite 111
Plano, TX 75074-5445
(972) 881-5200
Products: Plano Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Neal B Norton

MAKING SENSE OF INVESTING
1700 Alma Drive Suite 245
Plano, TX 75075-6907
(972) 423-3446
Products: Plano Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Ron Pyle

MAKING SENSE OF INVESTING
2500 Dallas Parkway Suite 101
Plano, TX 75093-4867
(972) 378-6870
Products: Plano Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Ryan Jaquess

MAKING SENSE OF INVESTING
4101 East Park Boulevard Suite 146
Plano, TX 75074-3450
(972) 424-2090
Products: Plano Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Stuart Snook

MAKING SENSE OF INVESTING
5809 Preston Road Suite 587
Plano, TX 75093-7361
(972) 473-4617
Products: Plano Financial Advisor Investment Management Funds Investment Stock & Bond…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Tyler R Burns

MAKING SENSE OF INVESTING
3509 East Park Boulevard Suite 160
Plano, TX 75074-3199
(972) 423-3633
Products: Plano Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Equity Lifestyle Properties

6500 Pinecrest Drive
Plano, TX 75024-2929
(972) 378-3535
Categories: Real Estate Investment Trusts, Property Management Companies

Exencial Wealth Advisors

5000 Legacy Drive Suite 180
Plano, TX 75024-3112
(972) 985-7162
Jerry Georgopoulos (Manager)
Categories: Financial Planning Consultants

Farmers Insurance - Ciara Azar

VISIT MY WEBSITE & GET A QUOTE TODAY!
5212 Tennyson Parkway Suite 200
Plano, TX 75024-4212
(214) 893-4510
Products: Insurance Auto Insurance Home Insurance Life Insurance Homeowners Insurance…
Categories: Insurance Consultants, Insurance Renters, Homeowners Insurance, Life Insurance, Insurance Special Risks, Retirement & Estate Planning

Fidelity Investments

6005 West Park Boulevard
Plano, TX 75093-4301
(800) 544-8645 +view more
Henry Scott (Executive)
Products: Bonds, Mutual Funds, Stocks, Annuities, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Investment Management Services, Security Brokers & Dealers

Fidelity Investments

Plano, TX 75023
(972) 473-0117
Categories: Security Brokers & Dealers

Financial Edge

5164 Village Creek Drive Suite 200
Plano, TX 75093-4424
(972) 733-4055
Categories: Financial Planning Consultants

Finra

5400 Legacy Drive
Plano, TX 75024-3105
(972) 398-9192
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Fortress Investment Group

2904 Dallas Parkway
Plano, TX 75093
(469) 304-5024
Categories: Security Brokers & Dealers

Frost Bank Financial Center

5021 West Park Boulevard
Plano, TX 75093-2514
(214) 515-4900
Products: Banking; Investments; Insurance; Motor Bank Atm; Deaf Link Asl Access; Motor…
Categories: Banks, Financial Planning Consultants

Fulton Financial Planning

5068 West Plano Parkway
Plano, TX 75093-4408
(972) 248-3807
Categories: Financial Services, Financial Planning Consultants

Golden Years Finacial Solutions

3401 Silverstone Drive
Plano, TX 75023-7840
(972) 596-4488
Categories: Financial Planning Consultants

Highland Imperial Inc

5045 Lorimar Drive
Plano, TX 75093-5720
(972) 608-0867
Categories: Security Brokers & Dealers

Hillcrest Asset Management

2805 Dallas Parkway Suite 250
Plano, TX 75093-8723
(469) 666-6455
Categories: Investment Services & Advisors

Insured Planning Advisors

Plano, TX 75023
(469) 467-6151
Categories: Financial Advisory Services

Investors Asset Management Inc

5000 Legacy Drive Suite 180
Plano, TX 75024-3112
(972) 985-7162
Erwin Robert (Director)
Categories: Financial Planning Consultants

Ironmark Advisors

2500 Dallas Parkway Suite 400
Plano, TX 75093-4815
(214) 393-2309
Categories: Financial Advisory Services

James F Scott Investment

6860 Dallas Parkway Suite 200
Plano, TX 75024-4242
(972) 265-7957
Categories: Security Brokers & Dealers

James F Scott Investment Srvcs

5048 Tennyson Parkway Suite 120
Plano, TX 75024-3088
(972) 378-5577
Categories: Security Brokers & Dealers

James Group The

4975 Preston Park Boulevard Suite 150
Plano, TX 75093-3645
(972) 985-4190
Tony Levecchio (Owner)
Categories: Security Brokers & Dealers

Jnx Investments

3208 Runabout Court
Plano, TX 75023-5649
(214) 556-5490
Categories: Security Brokers & Dealers

Kennedy Investments

2713 Greywood Lane
Plano, TX 75075-3147
(972) 985-2633
Categories: Investment Services & Advisors, Real Estate

Legacy Consulting Group

5201 West Park Boulevard
Plano, TX 75093-2530
(972) 599-4750
Steve Wachs (Owner)
Services: Assessments, Consultations, Investments
Categories: Financial Planning Consultants

Level Four Group Llc

5601 Granite Parkway Suite 890
Plano, TX 75024-6692
(214) 297-3010 +view more
Categories: Financial Planning Consultants

Lifeway Financial

7160 Dallas Parkway Suite 520
Plano, TX 75024-7117
(972) 378-3677
David Brunson (Owner)
Categories: Financial Services, Financial Advisory Services

Lion City Chinese Cafe

2109 West Parker Road
Plano, TX 75023-7758
(972) 867-8803
Wei Lee (Owner)
Categories: Security Brokers & Dealers, Chinese Restaurants, Cafe Restaurants

Lpl Financial

555 Republic Drive Suite 314
Plano, TX 75074-5470
(972) 578-9800
Categories: Financial Planning Consultants

Lpl Financial

5048 Tennyson Parkway
Plano, TX 75024-3081
(972) 295-9001
Categories: Financial Planning Consultants

Merrill Lynch

6836 Dallas Parkway Suite 300
Plano, TX 75024-3542
(972) 384-2000 +view more
Robert Gehbauer (Agent)
Products: Bonds, Commodities, Defined Benefit, Government Securities, International Securities,…
Services: Banking, Brokerage Services, Estate Planning, Investment Planning, Tax Planning,…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers, Investments & Mutual Funds

Merrill Lynch

1255 West 15th Street
Plano, TX 75075-7299
(972) 422-6000
Products: Bonds, Commodities, Defined Benefit, Government Securities, International Securities,…
Services: Banking, Brokerage Services, Estate Planning, Investment Planning, Tax Planning,…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers, Investments & Mutual Funds

Metlife Resources

Plano, TX 75024
(972) 378-3209
Products: Individual Policies, Senior Plans, Short-Term Policies, Personal Policies
Services: Auto Insurance, Boat Insurance, Commercial Services, Disability Insurance,…
Categories: Information Bureaus & Services, Retirement Planning Consultants & Services

Mid America Apartment Communities

2401 Ohio Drive
Plano, TX 75093-3928
(972) 964-7564
Categories: Real Estate Investment Trusts

Miller Tabak Roberts

5601 Granite Parkway Suite 660
Plano, TX 75024-6697
(214) 619-0862 +view more
Categories: Security Brokers & Dealers

Money Matters With Ken Moraif

2820 Dallas Parkway
Plano, TX 75093-4707
(469) 246-3600
Ken Moraif (Owner)
Products: Futures
Services: Asset Management, Estate Planning, Asset Protection, Inheritance Planning
Categories: Financial Planning Consultants

Morgan Stanley

3409 Central Expressway
Plano, TX 75023-6924
(972) 509-7802
Categories: Security Brokers & Dealers, Luggage Accessories

Morgan Stanley

7500 Dallas Parkway Suite 500
Plano, TX 75024-4022
(972) 943-7200
T Baker (Manager)
Products: Bonds, Cds, Commodities, Defined Benefit, Iras, Money Markets, Mutual Funds,…
Services: Asset Management, Brokerage Services, Budgeting, Business Services, Charitable…
Categories: Security Brokers & Dealers

Msf

6900 Dallas Parkway
Plano, TX 75024-7144
(972) 403-0909
Categories: Security Brokers & Dealers

Msf Partners Llc

6900 Dallas Parkway
Plano, TX 75024-7144
(972) 403-0909
Categories: Security Brokers & Dealers

Odyssey

2805 Dallas Parkway
Plano, TX 75093-8719
(972) 905-5526 +view more
Categories: Financial Planning Consultants

Park Ventura Investments

5085 West Park Boulevard
Plano, TX 75093-2593
(972) 964-2836
Categories: Investment Services & Advisors, Security Brokers & Dealers

Parkhurst Financial Management Llc

6860 Dallas Parkway Suite 200
Plano, TX 75024-4242
(972) 265-2758
Categories: Financial Management & Consulting

Pasco Brokerage Inc

2918 Coit Road
Plano, TX 75075-3720
(972) 519-0551
Categories: Security Brokers & Dealers, Restaurants/Food & Dining

Pendrell Technologies

6860 Dallas Parkway
Plano, TX 75024-4232
(310) 426-7930
Categories: Investment Services & Advisors

Pinnacle Fund The

4965 Preston Park Boulevard Suite 240
Plano, TX 75093-5170
(972) 985-2121
Barry Kitt (Manager)
Services: Built
Categories: Home Additions & Remodeling Contractors, Investment Services & Advisors

Plano Capital Group Llc

6221 Chapel Hill Boulevard
Plano, TX 75093-6392
(972) 473-2221
Categories: Financial Planning Consultants

R Mb Investments Inc

720 East Park Boulevard Suite 210
Plano, TX 75074-8802
(972) 398-3600 +view more
Bryan Lurie (Owner)
Products: Real Estate
Services: Brokerage Services, Estate Planning, Inheritance Planning
Categories: Security Brokers & Dealers

Raymond James

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
5601 Granite Parkway
Plano, TX 75024-6654
(972) 377-5100
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Bonds, Bookkeeping…
Categories: Financial Services, Financial Planning Consultants

Rbc Dain Rauscher - Investment Brokers, Preston Park

4965 Preston Park Boulevard Suite 300
Plano, TX 75093-3638
(972) 612-9777
Virginia Holliday (Manager)
Categories: Financial Planning Consultants, Security Brokers & Dealers
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