I am looking for a financial advisor in Carrollton (preferably). Someone who can help us with our current investments, setting up 529 plans, etc. Thanks!
I have a great reference for you - he is in McKinney but also has an office in Addison.
Bill Keenan of Keenan Financial Co. is a trusted financial advisor whom we have known for quite some time. His phone ####-###-#### or email ____@____.com has been doing this for years and just has a passion for it. Good luck to you!
We see Deborah Federick with Ameriprise. She's in Addison, just off Addison Rd & the Tollway. Her # is ###-###-####.
We've been working with her for 8 years and have been VERY happy with the results. We also have several friends & family members who use her.
Good luck!
:-) H.
Call Amber Seale - Edward Jones. She is amazing. She has three children (a set of twins also!) of her own so she understands your needs. ###-###-####. Her office is off 75 and Walnut Hill, I believe, but it's worth it.
I know two... Chris Smith with Ameriprise ###-###-####.
And Anne Salick with Primerica ###-###-####.
They have to get paid somehow since this is their living... so Ameriprise is an annual fee paid up front.... about $500. Primerica is commission only on whatever service you purchase (like a 529 plan) and you don't pay the fee, the plan pays it to her.
Both ways have pros and cons.
However, I know Chris and Anne and can tell you neither will do you wrong. I used Chris to create an entire financial plan for me instead of Anne, because she is my neighbor and I just didn't feel I could fess up to all my debts and perosnal details to someone I'd see at every block party.
