Firms Offering 401K Plan Services in Rockwall County TX

We're here to help you achieve your financial goals, manage your money and ultimately, better your life. Unlike many other investment firms that use... more

Ranked "TOP ADVISOR 2025" by Forbes, Newsweek, USA Today, and Rated 5 Stars on Google Reviews. For 20+ years, we have provided expert Financial Planning, Portfolio Management, Tax, and Estate Planning services. Dash is a fee-only Independent Fiduciary Investment firm. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous E... more

As a national media recognized LPL Financial Advisor and Partner in one of the largest financial planning consortiums in Atlanta, Kevin and his team focus... more

Please Supply

We practice active management of all accounts. Our investments are subjected to a risk management survey every night and if changes are called for, including... more

Financial & Insurance Services. Auto, Home, Renters, Motorcycle, Umbrella, Mobile Home, Business, 529 plans, 401K etc.