Oath Planning - Plano Wealth Management & Financial Advisors

Name: Oath Planning - Plano Wealth Management & Financial Advisors
Address: 6860n Dallas Parkway, Plano, TX, 75024, US
Telephone: (888) 534-4330
Price range: $$$
Rating: 5

Integrated wealth planning in Plano for peace of mind.

5(3 reviews)

financial-advising

$$$

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About

Oath Planning - Plano Wealth Management & Financial Advisors provides finance and consulting services in Plano, TX. At 6860n Dallas Pkwy Suite 200, clients access investments, IRAs, wills and trusts, all under one roof. Reviews praise a knowledgeable, responsive team and easy reach by call or text, delivering peace of mind through coordinated financial planning.

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Location

6860n Dallas Pkwy Suite 200, Plano, TX 75024, USA

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Information

6860n Dallas Parkway

Plano, TX, 75024

(888) 534-4330 www.oathplanning.com/offices/plano

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Services

Wealth Management

Comprehensive management of investments and assets tailored to your financial goals.

Financial Planning

Personalized strategies for retirement, education, estate planning, and more.

Investment Advisory

Expert guidance on IRAs, stocks, bonds, and other investment vehicles.

Estate Planning

Services including wills, trusts, and legacy planning to protect your assets.

Retirement Planning

Customized plans to ensure a secure and comfortable retirement.

Trust Management

Oversight and administration of family trusts and other fiduciary services.

5.00 · 3 reviews

Overall rating

Michelle Minor

via Google

· 1 year ago

Teri Shriner

via Google

· 1 year ago

All our interactions with our trusted people at Oath have been wonderful. They are all knowledgeable and ready to answer questions and help in any way.. I would recommend Oath highly for any of your financial needs from Wills and trusts to investments and IRAs .

Gary Collings

via Google

· 1 year ago

If you’re looking for peace of mind I would recommend OATH Planning. Having all of my investments under one company as well as my family trust gives me peace of mind. Jill & JJ are always just a call or text away. I would highly recommend Oath for all of your financial needs.

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