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Financial Services

 

Amanda Ransleben Cowan, CPA
(940) 365-3909
900 Glenview Circle
Aubrey, TX  76227
Email:  arcowan@sbcglobal.net
Tax Returns, Business Consulting 

 
Vining Family Builders
Bob Vining
(214) 325-4486
(972) 417-5950 Fax
5099 S. Hwy 377, Ste. 500
Aubrey, TX  76227
Email:  bob.vining@verizon.net
 
Edward Jones Investments
Adam Friday
(940) 365-0030
5315 S. Hwy 377
Aubrey, TX  76227
Email:  adam.friday@edwardjones.com
Website:  www.edwardjones.com
At Edward Jones, you'll receive highly personalized service and advice from one investment representative who can help with your investment and financial needs.  Our services include, Investing, Savings, Trust Services, Borrowing and Cash Management.
 
Lifecycle Business Services, Inc.
Ray Reyes
(214) 277-9733
(972) 294-4041 Fax
10660 Woodcrest Lane
Little Elm, TX  75068
Email:  rr@golifecycle.com
Website:  www.golifecycle.com
 
Sims Courtney, LLC
James Courtney
(903) 821-3214
(903) 564-7226 Fax
100 S. Hwy 377
Aubrey, TX   76227
Email:  jcjr38@msn.com
 
Morgan Stanley
Allan Watt
(972) 434-5414
(972) 434-0661 Fax
4975 Preston Park Blvd., Suite 700
Plano, TX  75093
Email:  allan.watt@morganstanley.com
Peter McCleskey, CPA
Pete McCleskey
(940) 591-9300
(940) 591-9334 Fax
400 W. Oak St., Suite #207
Denton, TX  76201
Email:  peter@cpadenton.com
Website:  www.cpadenton.com
Tax planning and preparation for businesses and individuals.  Bookkeeping and financial statement preparations.  Bookkeeping and financial statement preparations.  Management consulting and business advisory.
PointGain Credit Restoration
(214) 227-6801
(469) 519-2479 Fax
5099 Hwy 377 S, Suite 500
Aubrey, TX  76227
Website:  www.point-gain.com
Credit Restoration
Small Business Associates
Randy Schmaltz
(940) 634-9995
(940) 668-8727
1227 Kiowa Dr.
West Lake Kiowa, TX  76240
Email:  rschmaltz@sbcglobal.net
Website:  www.sbahelp.net
Small Business Associates assists both start up and existing businesses to secure government guaranteed loans through the small business administration.

 

 

 

 

 

 

 

 
 


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