Financial Advisory Services

BELL & VALENTE WEALTH SERVICES - AL VALENTE, CFP*
2500 Dallas Pkwy., Ste. 560
Plano, TX 75093
HARLEY-DAVIDSON FINANCIAL SERVICES
1801 Alma Dr., Ste. 200
Plano, TX 75075
Retirement Planners of America is a Registered Financial Advisory firm with 14 offices in Texas, Arizona, California & Oklahoma and over $4.3 billion in AUM for 8.900 households (As of May 2019).
2820 Dallas Pkwy.
Plano, Texas 75093
10185 Custer Rd., Ste. 100
Plano, TX 75025
UBS - LEGACY WEALTH*
7250 Dallas Pkwy., 12th Fl.
Plano, TX 75024
UBS - THE KRAVITZ GROUP*
7250 Dallas Pkwy., Ste. 1200
Plano, TX 75024
UBS - WEALTH MANAGEMENT AMERICAS*
7250 Dallas Pkwy., 12th Fl.
Plano, TX 75024
UBS FINANCIAL SERVICES - GLEW WEALTH MANAGEMENT*
7250 Dallas Pkwy., 12th Fl.
Plano, TX 75024
8105 Rasor Blvd., Ste. 203
Plano, TX 75024
400 Chisholm Pl., Ste. 215
Plano, TX 75075
2222 W. Spring Creek Pkwy., Ste. 209
Plano, TX 75023
5550 Granite Pkwy., Ste. 115
Plano, TX 75024
5040 Tennyson Pkwy.
Plano, TX 75024


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