Financial Planners near Mckinney

“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!“

“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!“

“I recently had the pleasure of working with SurelyNow team (Smita, Jenny and Nik) to remove my policy and could not be happier with the service I received. From start to end they demonstrated professionalism, expertise, and genuine care of my needs making the entire process smooth and straightforward. Their knowledge of insurance policies was impressive and I felt confident in their guidance throughout the process.I highly recommend SurelyNow to anyone seeking insurance assistance.Thank you SurelyNow Team for your outstanding support and professionalism!“

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