Waits Financial Group

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Website
7110 Pecan St
Frisco, TX 75034
+1 (972) 581-3072
https://www.wealthvisory.com

WealthVisory, co-founded by Managing Partner Casey Waits, has over 26 years of experience in the financial industry, providing tailored financial and investment strategies for individuals and businesses. The firm's commitment to client service has earned Casey a spot as a Five Star Wealth Manager by Texas Monthly for ten consecutive years, reflecting a dedication to aligning financial plans with clients' unique goals and risk tolerances.

Utilizing the SmartMethod, WealthVisory aims to integrate various aspects of financial planning to support clients as their needs evolve. The firm emphasizes community engagement, with team members actively involved in local projects and service initiatives.

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