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Tate Financial Group
- Financial Services
- McKinney, TX
About this business
Location details
2111 Eldorado Pkwy #102, McKinney, TX, 75070, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I’ve known Steven Rodgers personally and have always been impressed by his professionalism, knowledge, and genuine commitment to helping people make informed decisions with their investments. He takes the time to understand your goals and explains things in a way that’s easy to understand without making you feel pressured. If you’re looking for someone you can trust to help guide you with your investments and financial goals, I’d definitely recommend giving Steven and McKinney Wealth Management a conversation.
I moved my accounts to MWM in 2024 and have been very happy with the experience. Rainey and his team took the time to understand my risk tolerance and long-term goals and built a strategy that made sense for me. Rainey is knowledgeable, responsive, and easy to work with. I’ve been very pleased with my decision to move to MWM.
Great family run business in McKinney. Highly recommend.
I feel confident about my financial plan after working with Rainey and the team
Frequently asked questions about Tate Financial Group
How is Tate Financial Group rated?
Tate Financial Group has a 4.8 star rating with 22 reviews.
When is Tate Financial Group open?
Tate Financial Group is closed now. It will open tomorrow at 9:00 a.m.
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