Chalaki Investment Group, LLC

The Watchman Group is a Plano-based firm that offers personalized wealth management services, including investment management, financial planning, tax analysis, and family office services. With a team of experienced advisors, they take a long-term approach to help clients meet their financial goals through a low-cost, diversified investment strategy. As fiduciaries, the firm is fiercely independent and believes in the power of stocks for wealth creation. They also provide additional services beyond traditional wealth management, such as bookkeeping and business consulting, catering to the unique needs of certain clients. With a passion for serving and learning, the Watchman Group is committed to helping clients navigate the complexities of their financial journey.Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Lior Trade Investments LLC is a financial services company based in Plano, TX. Specializing in investment opportunities, the firm offers a range of services to assist clients in managing and growing their portfolios. With a focus on strategic investments, Lior Trade Investments LLC aims to provide personalized solutions tailored to each client's unique financial goals. The company prides itself on offering transparent and reliable investment options to help clients navigate the complexities of the financial market. Generated from their business information