Independent Investment Advisory Firm - Financial Planning And Benefits Consulting McKinney, Frisco

  • katma 4 Tem 2020
  • (214) 556-3255 - This quick video gives an overview of some of the services offered by Harman Rogowski & Associates, an independent registered investment advisory (RIA) firm located on the border of McKinney and Frisco Texas. The firm serves local clients from Collin County including Prosper, Celina, Allen, Plano, Fairview, Melissa, Anna, Princeton and nearby towns as well as serving clients nationally.

    Some of the services include financial planning, corporate benefits consulting, tax planning, college education funding, insurance selection, and more. We don't believe in "buy and hold" strategies, we actively manage your investments with all the care and prudence we do our own. We also believe good investment advice should come at a fair cost and always be easy to understand and transparent.

    Here is our FAQ page:

    The company is located at:
    Harman Rogowski & Associates
    1402 S. Custer Road S-102
    McKinney, TX 75072
    (214) 556-3255

    The location is convenient to small business owners and self-employed professionals who live or work in McKinney, Frisco, Prosper, Celina, Plano, Allen, Fairview, The Colony, Princeton, Melissa, Anna and nearby Collin County communities.

    Here is more about Harman Rogowski & Associates:

    Born from the merger of a tax and accounting firm and an independent registered investment advisory firm, Harman Rogowski clients get the best of both worlds under one roof. Our vision is simple: we believe people need someone they can trust to look at their entire financial life and provide advice. The antiquated model of receiving investment and tax advice from different parties is broken. During our process you sit with both a CPA and registered financial advisor who work together to optimize your financial life.

    Independent. Fiduciaries. No commissions.

    Always independent and being a fiduciary is in our contract; meaning we only have your best interests in mind when we render advice. We never accept fund kickbacks or trade commissions. We don't sell proprietary products. We measure our success by the financial outcomes of our clients.

    Learn more about our team here:

    Here is more about Harman Rogowski & Associates: