Aaron McNeal, Financial Advisor located in Prosper, TX

Financial Advisor
Aaron P McNeal

CFP®, CEPA®
291 South Preston Rd, Suite 1240, Prosper, TX 75078opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Fishing

Team Members

  • Nina Stevenson
    Sr. Branch Office Administrator
  • Brooke Light
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(972) 347-1402

Fax

(855) 224-7877

Office Address

291 South Preston Rd
Suite 1240
Prosper, TX 75078opens in a new window

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