Looking for Financial Planner in Plano

Finance & Legal Investing
1

Wondering if you might know of a reasonable and proficient financial planner in the Plano area. We need to get our investments in order.

2

Hi. I have a friend named Kathy Bauers who is a financial planner and would be happy to help you out. She is great! Here is her email: [email protected]
Just let her know that Mandy Olsen referred you. Thanks! :)

3

http://daveramsey.com/fpu/counseling/index.cfm?fuseAction=actFindCounselor

This is the link to find a "Dave Ramsey" backed counselor....we have taken his Financial Peace University class and his teachings are easy and wonderful to hear how to get on track without messing up. Did not know if this is something you are looking for, but thought I would throw it out there just in case. If you don't find someone close to you on his list, you may email him directly and [email protected]
he will reply to you.

Good luck to you---
Kelly

4

Hi Meredith,

Here's our financial planner's contact info. We have been using her for 7 years and are extremely happy with her!! Because of her, we are soooo ahead of the game than pretty much everyone we know!!

:-) Heather

Deborah T. Federick
Financial Advisor
Ameriprise Financial

Ameriprise Financial Services, Inc.
16415 Addison Road | Suite 310 | Addison, TX 75001
Bus: 469.828.0030 | Fax: 469.828.4447
[email protected]
http://www.ameripriseadvisors.com/deborah.t.federick
ameriprise.com

5

I am just starting down the financial planning road but I use Clarence Elliott. He is with Edward Jones Financial here in Plano. He is located at:
151 W. Spring Creek Parkway,
Suite 517
Plano, TX 75023
(972) 527-6457

Good luck!
Lori

6

-Mark Stegman with Ameriprise Financial in Plano is awesome, he will make your dreams come true. He can be reached at- 214-287-5570

7

Meredith,
We are big fans of Dave Ramsey (www.daveramsey.com) and we use his Endorsed Local Provider (ELP). Just go the the main page and click on ELP Investing. We use Ben Thomas which is the ELP that was recommended to us from the website. We just started with him a month ago but are very happy so far :)
Good luck!
Dana