Spectrum Advisors

360 Wealth Planners is a Dallas-based financial planning firm that prioritizes financial clarity and simplification. With a team led by Brandon Day, the founder of Advisor Resource Council, the firm embraces change and adapts to the ever-evolving financial landscape. Their services include proactive asset management, sensitivity to expenses and taxes, and a transparent fee structure. As a personal CFO, 360 Wealth Planners offers expertise in various areas such as taxes, accounting, estate planning, realty, mortgages, banking, business valuation consulting, and Medicare health insurance. They are committed to providing tailored planning solutions and are recognized as one of America's Top RIA Firms by Forbes. Securities are offered through LPL Financial, and the firm operates as a separate entity from LPL Financial and Advisor Resource Council.Generated from the website

Synergy Wealth Advisors LLC is a Dallas-based financial services company that offers personalized financial planning and investment solutions to a diverse range of clients, including business owners, corporate executives, retirees, and non-profit organizations. With a commitment to providing expertise and resources tailored to individual needs, Synergy Wealth Advisors aims to help clients achieve their financial goals through a comprehensive and customized approach. As an independent firm, Synergy Wealth Advisors has been serving clients since 1962 and is affiliated with Raymond James Financial Services, one of the largest and most respected independent financial services companies in the country. With a focus on knowledgeably applying proven expertise, Synergy Wealth Advisors strives to guide clients in making informed investment decisions and protecting their financial interests in an ever-changing market landscape.Generated from the website