• Financial Advisory Services
400 Chisholm Pl., Ste. 215
Plano, TX 75075
(469) 429-9292
(972) 755-4916 (fax)
Generally 8:00 AM to 5:00 PM for reception desk but meetings are held earlier and later than that.
  • About

    Financial Planning & Investment Services: Wealth Accumulation & Distribution, Asset Allocation, Personal & Business Insurance, Business Planning, College Funding, Specializing in Retirement Planning and Income Planning.

  • Whom to Contact

    • David Downs
      Retirement Planning Specialist
      Phone: (469) 429-9292
    • Scott Fischer
      Certified Financial Planner
      Phone: (469) 429-9292
    • AnneMarie Krupa
      Client Relationshp Manage/Office Manager
      Phone: (469) 429-9292
    • Mr. Chad Nail
      Financial Advisor
      Phone: (469) 429-9292
  • Directions

    SW Corner of Park & Hwy 75 in Plano, TX

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