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8AM - 5PM
2600 Eldorado Pkwy STE 210, McKinney“As a partner in a CPA firm, we are constantly seeking reliable wealth management firms for client referrals. McKinney Wealth Management has consistently proven to be a trusted resource for their clients. Their commitment to reliability, coupled with a wealth of experience in various financial products, most recently 401k plans, has been incredibly valuable to our firm. I've worked with Steven often and he is a consummate professional. I can't recommend MWM enough!“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“My husband and I have been working with Neil for a little over a year. He is thoughtful, analytical, and listens well. Through his advice we have a much more secure future for our family. Highly recommend!“