SFMG Wealth Advisors

Stansell Wealth Planning in Plano, TX (5550 Granite Pkwy Suite 270, 75024) provides trusted financial planning and advisory services. Clients praise Cody’s long-term partnership, proactive guidance, and clear explanations of retirement, investments, tax planning, and insurance. The practice offers patient, personalized support that helps clients feel understood and confident in decisions that protect families now and for generations.

On The Mark Money, located at 5465 Legacy Dr #650, Plano, TX 75024, is a respected finance and consulting firm. Mark is described as kind, informed, and responsive, offering clear guidance that reduces anxiety about finances. Clients praise retirement planning help, consolidated accounts, and honest, client-focused advice with ready accessibility.

SFMC Home Lending, located at 5408 W Plano Pkwy, Plano, TX, offers mortgage solutions with a client-focused approach. Reviewers praise professional, knowledgeable staff and proactive, clear communication. Clients note rapid closings—often under four weeks—and a smooth homebuying process from start to finish. Overall, 5/5 star feedback highlights reliability and caring service.

Shamshiri CPA Group, Plano CPA Office delivers professional accounting and tax services from its Plano location at 5930 W Parker Rd Ste 800. Clients praise honesty, professionalism, and thorough tax returns for individuals and businesses. The firm handles personal and business taxes, payroll, quarterly filings, and PPP guidance, delivering a stress-free, courteous experience year after year.

Gordon Oak Financial in Plano offers trusted financial planning, tax insight, and retirement strategy. Jeff Wang provides personalized assessments, clear recommendations, and timely, responsive service with no commission-based conflicts. Clients value proactive check-ins, accessible guidance, and coordination with CPAs to align accounts for tax season and everyday finances.

Based in Plano, The MB Group, LLC offers accounting, consulting, and financial services. Clients praise a professional, responsive team that is easy to reach and not stuffy, known for accuracy and on-time delivery. They handle payroll, taxes, financial statements, and PPP loan support, making complex tasks manageable for businesses.