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Foundation Wealth Partners

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1333 WEST MCDERMOTT DRIVE SUITE 150 ALLEN, TX 75013 Get Directions

(972) 332-1523

https://www.foundationwealthpartners.com/

info@foundationwealthpartners.com

Business Details

Financial Services firm located in Allen, TX
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Company Summary

We Believe in Being Different
Foundation Wealth Partners exists to help clients navigate the financial and emotional complexities of wealth.
Every family is unique and our goal is to provide a comprehensive approach that is both objective and customized.
The Wealth Advisors of Foundation Wealth Partners take pride in having years of financial services experience helping clients work towards objectives well beyond their investment goals. As a fully independent and objective firm, we are able to provide impartial financial advice while making suitable choices for our clients tailored to their individual situations and desires. Whether your growing your business or not-for-profit, moving full steam ahead to safeguard your families future, developing a detailed retirement income strategy, or crafting a family legacy, our clients have come to expect innovative strategies executed at a high level.

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      Hours

      • Sunday  --
      • Monday  8:00AM - 5:00PM
      • Tuesday  8:00AM - 5:00PM
      • Wednesday  8:00AM - 5:00PM
      • Thursday  8:00AM - 5:00PM
      • Friday  8:00AM - 5:00PM
      • Saturday  --
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      • Sam Rodriguez, CFP®
Founding Partner and Wealth Advisor
      • Brian Krukiel
Founding Partner and Wealth Advisor
      • Travis Floyd
Wealth Advisor
      • Brandon Fresard
Director of Planning & Strategy
      • Tara Howey, CPFA
Consultant and Wealth Advisor
      • Sarah Fic
Director of Operations Amy Limas
Director of Business Development

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