Wheat-Givens Financial, LLC

www.wheatgivens.com

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.

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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.

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Country

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State

Texas

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City (Headquarters)

McKinney

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Employees

1-10

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Founded

1996

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Potential Decision Makers

  • Co - Owner / Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Co - Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Certified Financial Planner Tm / Registered Investment Advisor

    Email ****** @****.com
    Phone (***) ****-****

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