HTX Capital

360 Wealth Planners is a Dallas-based financial planning firm that prioritizes financial clarity and simplification. With a team led by Brandon Day, the founder of Advisor Resource Council, the firm embraces change and adapts to the ever-evolving financial landscape. Their services include proactive asset management, sensitivity to expenses and taxes, and a transparent fee structure. As a personal CFO, 360 Wealth Planners offers expertise in various areas such as taxes, accounting, estate planning, realty, mortgages, banking, business valuation consulting, and Medicare health insurance. They are committed to providing tailored planning solutions and are recognized as one of America's Top RIA Firms by Forbes. Securities are offered through LPL Financial, and the firm operates as a separate entity from LPL Financial and Advisor Resource Council.Generated from the website

NFocus Financial Partners is a full-service financial planning and investment advisory firm located in Dallas, TX. We offer a wide range of financial services to individuals and businesses, including retirement planning, college planning, estate planning, and more. Our experienced team of financial advisors will work with you to develop a personalized plan that meets your specific needs and goals. We are committed to providing our clients with the highest quality of service. We are passionate about helping our clients achieve their financial goals, and we will work tirelessly to make sure that you are in the best possible position for your future.

RJG Financial is a Dallas-based company that specializes in providing an array of financial services tailored to meet diverse client needs. With a commitment to delivering the most relevant information and resources, they aim to guide clients in navigating the complexities of financial planning. Dedicated to maintaining high standards of privacy and client trust, RJG Financial upholds a policy that ensures all individuals' information remains confidential. Their objective is to empower clients with the knowledge necessary to make informed financial decisions as they prepare for the future. Generated from the website