
Leap Wealth Management
Leap Wealth Management is founded on the principles of trust and to feel secure in any economic climate. Our advisors use their expertise to develop and oversee portfolios help those we serve Advance and Preserve their wealth. Our team has years of experience and they

Strategic Wealth Planning
At Strategic Wealth Planning, our mission is to provide top-notch range of services, from business consulting and portfolio management to financial and estate planning. Our team of

McKinnon Patten & Associates
provide our clients with top-notch financial and strategic solutions. Our team of experts are dedicated to forensics, mergers and acquisitions, succession and shareholder planning, wealth management, individual tax planning, trust and estate planning, international

Edward Jones - Financial Advisor: Melanie M Marlin
Jones - Financial Advisor: Melanie M Marlin, we specialize in providing personalized and relationship-based wealth management and financial advising with our clients throughout their life transitions. Our advisors are passionate about helping people, and we enjoy

McGowan Group Asset Management
McGowan Group Asset Management, Inc. is a Dallas-based firm that was . The team of professionals includes certified investment management analysts and private wealth advisors, offering an array of services to

Cresa
commercial spaces. Our team of professional real estate advisors are passionate about understanding our clients' needs and provides a variety of services, such as strategic planning and portfolio management, to ensure that our clients get