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Mission: Our mission is to provide our clients with the highest level of financial planning and investment management services available and to regularly communicate with those we serve the information and advice required to reach their financial destinations. We provide our services with a dedication to the highest standard of fiduciary care, always putting our clients’ best interests before our own and delivering that care with warmth, friendliness and hearts for service.
6401 South Custer Road, Suite 2000, McKinney, TX, 75070, United StatesGet directions
|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.|
Phil was so patient with my incessant questions about setting up a trust and even explained things in a manner in which even I could understand! Setting this up for us haven given my husband and I such a sense of peace i.e. having things in order! I highly recommend!
They are focused on my overall financial health, not just my investments.
Wheat-Givens Financial, LLC has a 4.5 star rating with 2 reviews.
Wheat-Givens Financial, LLC is closed now. It will open tomorrow at 9:00 a.m.