Top Professionals
Private Capital Investors
Private Capital Investors is a trusted provider of commercial real estate financing solutions, helping investors, developers, and business owners secure funding quickly and efficiently. Specializing in bridge loans, hard money loans, stated income financing, and agricultural lending, the company off...Read More
22 One Advisors
22 One Advisors is a boutique comprehensive financial planning firm based in Dallas, Texas, affiliated with Northwestern Mutual. The firm is dedicated to helping clients and their families achieve lasting financial success by connecting their financial goals with their personal values and legacy. 22...Read More
Beacon Pointe Advisors
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisory (RIA) firms, serving institutions, defined contribution plans, high-net-worth individuals, and families. Founded in 2002, the company has over 75 offices across the U.S. and manages more than $49 billion in assets. ...Read More
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Edward Jones - Financial Advisor: Antonio Caufield, AAMS®
Edward Jones is a financial services firm that connects clients with local Edward Jones financial advisors across the United States and Canada to provide personalized investment advice, retirement planning, wealth-management solutions, and a broad range of financial products and services; the compan...Read More
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Edward Jones - Financial Advisor: Brian D Shepherd, CFP®|CEPA®|AAMS®
Edward Jones is a financial services firm that delivers a personal approach to investing through a large network of financial advisors (about 18,000), supporting clients with retirement planning, education savings, insurance, and broader wealth-management needs. Edward Jones focuses on matching clie...Read More
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Edward Jones - Financial Advisor: Shafen K Crawford, CFP®|AAMS®
Edward Jones is a financial services firm that delivers a personal approach to investing through a network of about 18,000 financial advisors, supporting clients with retirement planning, education savings, insurance, and broader wealth-management needs. Edward Jones focuses on matching clients with...Read More
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Focus Financial Group
Focus Financial Group presents itself with the tagline "Unlocking Potential, Together." The company offers a website presence with a contact form and an email signup for updates and promotions, indicating a focus on client engagement and communication, but the site does not list detailed services, a...Read More
Lee Financial
Lee Financial is a fee-only financial advisory firm based in Dallas, Texas, that has been helping families and businesses achieve their financial goals since 1975. The company prides itself on its independence and commitment to working solely in the best interest of its clients, without accepting co...Read More
Planning by Design Financial
Planning by Design Financial (Design Financial) is a Plano, Texas-based financial education and advisory practice that delivers retirement-focused workshops and personalized planning to help clients build confidence in their financial futures. Design Financial offers workshops and strategies coverin...Read More
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T.R.I. Planning - Taxes, Retirement, Insurance
T.R.I. Planning (Tri Planning Finance) is a Garland, Texas–based wealth management firm that provides personalized financial planning, tax planning, estate planning, and retirement planning. The company develops tailored strategies by combining the expertise of licensed tax professionals, insurance ...Read More