American Financial Services

Financial Services | Plano, TX

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Free Consultation To Find Out If Your Ready For Retirement!

American Financial Services, we offer a wide variety of financial & investment services. Present this coupon & receive a Free Consultation to find out your retirement readiness level. Schedule Your FREE Consultation Today!

Provider LocalSaver

about this business

The financial world is complex and constantly changing. American Financial Services strives to be a beacon of stability and confidence in today’s environment. Our team applies more than 85 years of experience to help clients find a clear path to the future they desire and comfort throughout every stage.

We support people who come from many walks of life and all ages, and they appreciate a hard-working, commonsense approach to wealth management. Our clients aren’t chasing hot stocks, risky investments, or the latest trends—they want an experienced, caring team who will help them support a fulfilling financial life.

Together, we can help you answer questions, such as:

Am I on track to continue my lifestyle in retirement?
Will I outlive my money?
Am I taking risks I don’t recognize?
How can I protect my assets from taxes and/or litigation?
Will I be able to leave the legacy I desire?

additional information

Hours of Operation

  • monday 8:30am - 5:00am
  • tuesday 8:30am - 5:00am
  • wednesday 8:30am - 5:00am
  • thursday 8:30am - 5:00am
  • friday 8:30am - 12:00am

Services

  • Asset Management
  • Asset Protection
  • Estate Planning
  • Financial Planning
  • Investments
  • Tax Planning
  • Wealth Transfer

Payment Types

  • Check

Awards/Recognitions

Certified Financial Practitioner, MDRT member,

American Financial Services location & information

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5805 Coit Rd., Suite 100
Plano, TX 75093

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