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Watchman Group
Plano, Collin

Financing specialist
 : 
Watchman Group

Plano, Collin

Prices

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About Watchman Group
Professional experience
The Watchman Group: Plano Financial Advisors The Watchman Group is a leading financial advisory firm located in Plano, Texas. With a team of expert professionals, the firm offers a comprehensive range of services to help clients achieve their financial goals. Meet Jim, a Certified Public Accountant (CPA) with decades of experience in wealth management and financial planning. He specializes in income and estate tax planning and compliance, as well as retirement planning. Jim's extensive knowledge and expertise make him an invaluable member of The Watchman Group team. At The Watchman Group, our primary focus is on providing holistic financial planning services. We understand that each client has unique financial needs, and our dedicated team of advisors works closely with them to create customized solutions. Whether it's retirement planning, budgeting and saving, risk management, or insurance, we cover all aspects of your financial picture. Our commitment to excellence has earned us a place among the top 10 financial advisors in Plano, TX. Our comprehensive financial planning services include retirement planning, income planning, and tax planning. We pride ourselves on helping our clients optimize their financial strategies to achieve long-term success. As a member of The Watchman Group team, Chris Troseth, a Certified Financial Planner (CFP®), brings over 25 years of experience to the table. With a wealth of knowledge and expertise, Chris is skilled in working with a wide range of clients. His meticulous research and strategic approach ensure that clients receive personalized recommendations tailored to their unique financial situation. At The Watchman Group, we are committed to providing exceptional financial advisory services. Our team of professionals goes above and beyond to deliver comprehensive, personalized solutions that help our clients reach their financial goals. Trust us to be your partner in navigating the complex world of finance. Contact The Watchman Group today to schedule a consultation and start your journey towards financial success.

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Location

Plano, Collin (75093)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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