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DirectoryAlex Gray
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Description
At Wheat-Givens Financial, 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. Securities offered through United Planners Financial Services Member FINRA/SIPC. Advisory Services are offered through Wheat-Givens Financial, LLC. Wheat-Givens Financial and United Planners are not affiliated.
Company phone+12143852415
Company websitewheatgivens.com
LocationMcKinney, Texas, United States, 8751 Collin McKinney Pkwy
Industryfinancial services
Employees3
Founded at1996
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