McKinney, Texas, August 13, 2019 – Texan Wealth Management and Texan Wealth Insurance are pleased to announce the opening of their new offices in McKinney, located at 6951 Virginia Parkway, Suite 207. They celebrated their grand opening on Tuesday with a ribbon cutting presented by the McKinney Chamber of Commerce. The sister companies offer Wealth Management, Investments, Retirement Planning, Life Insurance, Personal Lines Insurance, and more in a “one stop shop” that helps clients grow, protect, and transfer their assets.
Texan Wealth is excited to open their new office location in the Adriatica area. “The location allows us to better serve our clients and community,” said Sarah Marshall, President of Texan Wealth.
A McKinney native, Sarah Marshall, President of Texan Wealth, has 12 years of experience in the financial industry and 18 years of experience in property and casualty insurance. “My husband and I are very blessed to have businesses and to raise our three children in such a great community,” Marshall said, “We look forward to continuing to build a thriving business by successfully helping individuals and businesses achieve their financial dreams. One of the greatest gifts we can give our clients is Financial Peace through a solid Financial Plan and Investment Strategy while they focus on what matters most to them.”
Marshall holds a Bachelor’s degree in Economics and Finance from the University of Texas at Dallas and holds a Certified Retirement Planning License (CRPC®) from the College for Financial Planning. She also holds other various licenses pertaining to her field, such as Series 7 Securities License, Series 63 and 66, Life and Health, and Property and Casualty.
“With multiple years of experience in Wealth Management and Insurance, my team and I are ready to find customized solutions for your specific needs. Stop by to say ‘hello!’,” she said.
Texan Wealth Management offers investments through LPL Financial, the nation’s largest independent broker-dealer. This partnership provides account protection such as SIPC and FDIC insurance, great technology, research tools, and a vast array of investments to ensure clients get exactly what they need. Marshall stated, “Through LPL, we’re able to invest in the right portfolios for our clients without conflicts of interest that other companies may have.”
Texan Wealth Insurance is an independent insurance agency. “This means that we work with over twenty highly-rated insurance companies to find the best price and coverage for clients specific needs,” Marshall said, “we pride ourselves on providing convenience by shopping rates to get our clients quality coverage at competitive prices to protect their assets.”
Call Texan Wealth today for a second opinion on your Investments, a free Financial Plan consultation, or review of your Property and Auto Insurance! For more information about Texan Wealth Management or Texan Wealth Insurance, please call Sarah Marshall at (469) 907-1064 or email her at email@example.com.