Exencial Wealth Advisors in Plano

Otevírací doba

Pondělí: 08:00 - 17:00
Úterý: 08:00 - 17:00
Středa: 08:00 - 17:00
Pátek: 08:00 - 17:00

M-W 8am-5pm, Th Closed, F 8am-5pm, Sa-Su Closed

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Exencial Wealth Advisors Poskytovatel služeb

5601 Granite Parkway
(Suite 110)
75024 Plano

9729857162
https://exencialwealth.com/

Amy Sewell, CPA, Senior Tax Manager, at Exencial Wealth Advisors in Plano, TX.

Becky Carpenter, Tax Administrator at Exencial Wealth Advisors in Plano, TX.

Michelle Murphy, Relationship Manager at Exencial Wealth Advisors, at the Plano, TX location.

Dave Totah, Certified Financial Planner®, Partner and Senior Wealth Advisor at Exencial Wealth Advisors in Plano, TX.

Popis

Founded in 2003, Exencial Wealth Advisors is a fiduciary and national Registered Investment Advisory firm providing expert CPA, CFA, CFP®, and CIMA®-led wealth management services, including financial planning, tax planning, estate planning, risk management, and customized investment strategies with a focus on individual stocks, bonds, options, ETFs, and mutual funds.