Chase Paymentech

Tolleson Wealth Management is a privately-owned and family-run multi-family office based in Dallas, Texas. Established in 1997, they provide comprehensive financial services to wealthy individuals and their families, helping them navigate the complexities of managing their wealth. With a foundation built by the Tolleson family, Tolleson Wealth Management offers integrated services that go beyond typical offerings, leveraging their in-house specialists across diverse service areas to support family enterprises. Their services include investment management, estate planning, tax planning and strategy, private banking, trustee and estate settlement, financial reporting and bill pay, and philanthropy services.Generated from the website

Citizens Financial Services is a fiduciary financial planning firm located in Hillsboro, TX. Led by Branden Mann, an experienced LPL Financial Planner, the company takes a research-based and data-driven approach to help clients achieve their unique financial goals. With a tailored portfolio of products and services, Citizens Financial Services works closely with clients to implement and monitor their financial plans, providing ongoing advice and support. Established in 2005, Citizens Financial Services operates independently under the tradename CFS, while being affiliated with The Citizens National Bank of Hillsboro. The company offers a range of products and services including managed money accounts, life insurance, stocks, annuities, and more. With a dedicated team led by Branden Mann and supported by administrative assistant Kathy Porter, Citizens Financial Services is committed to providing personalized financial solutions to individuals and families in the Hillsboro community.Generated from the website