Robertson Opportunity Capital

Creative Financial Professionals is a financial firm located in Addison, TX, offering a range of services and solutions to help clients navigate life's complex financial problems. Led by Neil H. Resnik, LUTCF, the firm is committed to providing personalized and effective strategies tailored to each client's unique needs and goals. With a focus on immersing themselves in the latest opportunities and market trends, Creative Financial Professionals aims to help clients make informed decisions in the ever-changing financial landscape. From retirement planning to tax strategies, the firm offers comprehensive services to individuals and small businesses, ensuring they have the tools and guidance needed to achieve financial success.Generated from the website

Focus 401(k) Group is an independent advisory firm based in Addison, Texas, dedicated exclusively to the retirement plan market. With decades of experience working with top defined contribution services providers, they offer comprehensive services that save time, reduce fiduciary liability, and ensure compliance with IRS and Department of Labor requirements. By providing knowledgeable human capital and utilizing their independent perspective, Focus 401(k) Group helps companies of all sizes evaluate, design, and negotiate high-quality retirement programs. Their expertise in fiduciary services, investment due diligence, plan design, benchmarking, and employee communication education ensures exceptional retirement plan experiences for employers and their employees.Generated from the website

KBS Lending is a financial services company based in Addison, TX, specializing in providing lending solutions to individuals and businesses. With a focus on customer satisfaction, KBS Lending offers a range of loan products tailored to meet the unique financial needs of their clients. Generated from their business information