Brennan Wealth Advisors

Wells Fargo Advisors in Frisco, TX is a branch of Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo Company. They offer a wide range of investment and insurance products, providing financial advisory services to individuals and businesses. Their team of experienced Financial Advisors is dedicated to helping clients navigate the complexities of the financial market and achieve their financial goals. With a focus on personalized wealth management, Wells Fargo Advisors in Frisco, TX has established two prominent groups, Joplin Joplin Wealth Management Group and Zarro - Sartin Investment Group. These groups offer specialized expertise and tailored investment strategies to meet the unique needs of their clients. Committed to transparency and client satisfaction, Wells Fargo Advisors strives to provide comprehensive financial solutions while emphasizing the importance of privacy, security, and risk management.Generated from the website

Telos Capital Advisors is a trusted investment banking firm based in Plano, Texas, specializing in guiding business owners in achieving their financial goals. With a focus on the outcome and intentions of their clients, Telos offers a unique approach to investment banking, providing customized plans and processes to help clients monetize the value of their companies through sales, recapitalizations, or capital raises. With over 90 years of combined experience, Telos Capital Advisors has worked across various industries, offering expertise in financial and strategic partnerships to help clients achieve their specific goals. With a client base ranging from mergers and acquisitions with revenues of $5 million to $300 million and EBITDA of $2 million to $50 million, to capital raises for clients requiring $15 million to $200 million in debt, equity, or a combination for growth capital, recapitalization, or restructuring, Telos Capital Advisors operates with core principles of candor, truth, and integrity. Their team of experts, who have been founders, owners, and sellers of businesses themselves, understand the unique challenges faced by business owners and work closely with them to determine the right amount and type of capital needed, while also providing assistance in financial restructuring when necessary.Generated from the website

Global Wealth Advisors, Inc. is a financial planning firm based in Lewisville, TX, offering personalized solutions for high-net-worth individuals, business owners, women investors, and professionals in various industries such as healthcare, oil and gas, airline, and technology. With over 100 years of combined experience, their team provides tailored financial strategies through a 3P planning approach, focusing on accumulation, protection, and legacy planning. By delivering fee-based advice and educational resources on topics like retirement planning, tax reduction, and investment strategies, Global Wealth Advisors aims to empower clients to pursue their financial dreams with confidence. Their commitment to simplifying fees and providing transparent guidance ensures clients can navigate complex financial goals while receiving expert advice from industry specialists.Generated from the website