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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 |
Really good experience (and still ongoing, for a couple years now) with Rainey Rogers & company. He has always been very reachable and quick to respond to any concerns or questions I’ve had. It is nice to have someone that knows my interests/goals/expectations/risk without having to talk to a different person every time. And no, I don’t have a half million dollars invested with him either so I’m nobody special, but I feel valued by them. Highly recommend, very knowledgeable too!
Let me tell you about the biggest letdown I've experienced lately. I feel misled, and foolish, to be honest, and I was made to feel that way by the staff at McKinney Wealth Management. I went out of my way to find a local financial advisor and wealth management office, rather than go with a major nationwide chain, because I prefer to work with independent organizations, and I told myself, "These people won't treat me like just a number, they're a smaller office, surely they'll be more personable and approachable for an indiv... read more
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!
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!
The team at McKinney Wealth Management are both personable and professional, and they have earned my trust. Their approach to investment management is sound, and I feel confident that they have my family’s best interest at heart. I highly recommend them to anyone seeking financial advice to achieve their long-term goals.
Frequently asked questions about Tate Financial Group
How is Tate Financial Group rated?
Tate Financial Group has a 4.8 star rating with 17 reviews.
When is Tate Financial Group open?
Tate Financial Group is closed now. It will open at 9:00 a.m.
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