Exencial Wealth Advisors

Sophisticated wealth management firm in Plano, TX, offering tailored investment solutions for a diverse clientele, including business owners, corporate executives, families, individuals, and retirees. With a client-focused approach, the team at Kirk D Bell - Raymond James provides comprehensive financial planning services to align with specific investment goals and requirements. Recognized for their expertise and dedication to exceeding client expectations, the firm emphasizes the importance of personalized experiences over chasing returns. Through a depth of resources and a commitment to excellence, they guide clients through the complexities of the financial landscape with professional skill and strategic planning.Generated from the website

As one of the fastest growing mortgage bankers in the United States, we opened our doors in 2001 and have since expanded with many community-based branches across the nation. Headquartered in Brea, CA, AFN built its reputation as an outstanding mortgage banking firm by serving the lending needs of real estate professionals, builders, and individual homebuyers throughout the United States.

We are hyper-focused on providing simpler, reliable, and effective solutions to protect and secure our clients’ financial future. The PEAK plan is designed to use a combination of investments, annuities, and planning to provide clients with a customized, simple written financial plan to guide them through four key areas: income planning, investment planning, tax planning, and end-of-life planning. We believe the middle and upper-middle-class client deserve a financial services boutique and team that’s dedicated to their unique needs. Using our proprietary methods, technology, and understanding of YOUR needs, we can help you move through life with more confidence, more freedom, and the peace of mind you deserve.