Description
Pinecrest Financial, located in McKinney, TX, is your trusted partner for comprehensive financial advising and investment services. Our expert financial planners specialize in a wide range of solutions tailored to meet your unique financial goals. We offer diverse investment options including bonds, common stocks, and various IRA accounts such as Educational, Traditional, Roth, SEP, and SIMPLE IRAs. Our services extend to brokerage accounts, treasury bills, government securities, and variable annuities. At Pinecrest Financial, we excel in crafting personalized financial plans, retirement strategies, and tax planning solutions. Our expertise covers 401(k) and 403(b) planning, college savings plans, and estate planning.