Almega Group - Plano, TX - Financial Advisors

Almega Group

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(972) 964-5100 Call Email Email

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2301 Ohio Drive, Suite 138Plano, TX 75093

Description

Almega Group serves Plano, TX and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Almega Group.

Business details

Investments

  • Annuities
  • Bonds
  • IRAs
  • Retirement Plans
  • Stocks

Services

  • Accounting
  • Brokerage Services
  • Financial Education Workshops
  • Insurance Brokerage Services
  • Mortgage Loans
  • Tax Return Preparation

Minimum Investment

  • No

Planning Types

  • Asset & Portfolio Management
  • Debt Management
  • Educational Savings Plans
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning

Certifications

  • Certified Public Accountant
  • Registered Financial Planner
  • Registered Investment Advisor

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • SUN

Payments Accepted

  • American Express
  • Debit Card
  • Discover
  • Invoice
  • Mastercard
  • Paypal
  • Personal Checks
  • Visa

Year Established

2001

Languages Spoken

  • English

Reviews

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