Category: Financial Services

Benton Luttrell Co

For over 130 years, the Benton Luttrell Company has existed solely to serve our community and people that reside in it.

Location:906 West Van Alstyne Parkway

Berstein Insurance

Contact: Jen Colby
USAF Veteran

We aim to help clients, causes, and communities envision—and achieve—a more prosperous, meaningful future.

Bob Ernst

US Navy Veteran
Bob Ernst

Location:1930 East Rosemeade Pkwy Ste 201

Bryan Ball-First United Bank

Our Mission: First United is dedicated to building a culture of care in the communities we serve and helping others find their path to success. We build lifelong, multigenerational relationships and use our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time.

Location:6401 S. Custer Rd.

Donnie LaGrange

We help clients accumulate, preserve and
distribute wealth by providing fee only,
comprehensive wealth management
services. These services include in-depth
financial planning and portfolio management
with a fiduciary promise to always act in our
clients’ best interest.

Location:13355 Noel Rd, Suite 300

Financial Advisor with Edward Jones

Military Veteran
I love helping others set goals and reach their financial potential.

Location:7850 Collin Mckinney Pkwy Suite 140

New York Life: Antonio Valenzuela

We’re here to serve. Every day, our agents go above and beyond to help individuals, families, and communities thrive. Learn about what love taking action..

Location:2600 Network Blvd

New York Life: Juan Ramos

Over 175 years of trust.
Integrity, humanity, financial strength. These are the principles that guide everything we do, and keep us focused on what matters most—being there when people like you need us most.

OSMEAC Solutions LLC – Charlie Osborne


PeopleFund- Chris Smith

Chris Smith- PeopleFund 682-207-2219 Small business loans, Educational Support & Financial Guidance.

Location:2921 E 17th Street Building D, Suite 1

Primerica Financial: Rasheen Sinclair

We help Main Street families get the protection they need at a price they can afford, invest for the future and get out of debt. We teach families fundamental financial principles that aren’t taught in school and we give them an opportunity to build a business and transform their life.

Location:407 North Cedar Ridge Drive Suite 100

Robert Gralla, CPA

Robert is an experienced Certified Public Accountant with over 25 years of helping his clients with personal and business taxes, including preparing and filing current and past tax years, and helping to arrange payment plans with the IRS.

Robert also consults with new businesses and established businesses on effective accounting and financial business budgeting. As a Certified Fraud Examiner and Forensic Accountant, Robert can also help businesses to detect and prevent fraud through the implementation of internal controls.

Robert is a proud patriot; His father was a decorated World War II Combat Veteran.

Location:2770 Main Street, Suite #127, Frisco, Texas