Bluecrest Financial Alliances

Photo of Bluecrest Financial Alliances

Located in Houston, Texas

Address: 14241 Dallas Pkwy Suite 1200, Dallas, TX 75254, United States

Phone: +1 972-348-6300

Rating: 4

Services

  • Wheelchair-accessible car park
  • Wheelchair-accessible toilet
  • Toilets
  • Appointments recommended

Categories

  • Investment service
  • Insurance agency
  • Financial planner
  • Life insurance agency

Photos

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Comments

  • Review 1 (2023-09-23 - Rating: 5)

    I have worked with Jake Otankis from the Denton office for a little over a year now and my experience could not have been better! He was extremely knowledgeable, answered all my questions, and helped me create plan for my financial future. Also his colleagues, most notably Shad Robertson and Chris Farmer, were super helpful through this process. So glad to have such an amazing team in my corner!

  • Review 2 (2019-03-11 - Rating: 5)

    The investment in my practice from Mass Mutual Dallas-Fort Worth leadership has been extraordinary. If you are a financial professional looking for a place to be successful and get the proper support I would highly suggest looking into Mass Mutual Dallas-Fort Worth for your next contract.

  • Review 3 (2019-03-28 - Rating: 5)

    My experience with this agency for the past 8+ years has been extremely positive. The management, staff and advisors strive for excellence and have a genuine desire to help others.

  • Review 4 (2019-03-25 - Rating: 5)

    It has been my experience that this firm will follow through on the promises and agreements made.

  • Review 5 (2019-03-26 - Rating: 5)

    Collaborative culture that positions advisors to help solve the needs of clients.