Meet our incredible Operations Manager, Jackie Wakefield! Always there when you need her, she goes above and beyond to put others first, making our workplace brighter every day! #meetheteam #creatinglegacies #bluecrestfa
Bluecrest Financial Alliances
金融服务
Dallas，Texas 1,212 位关注者
We foster collaborative relationships that create unique and meaningful legacies.
关于我们
At Bluecrest Financial Alliances, we strive to assist you in understanding your financial options in this ever-changing world. We start by assessing your financial situation and we listen to your needs and goals to learn more about your objectives. Then, we work as a team to create a financial strategy designed just for you and creating legacies along the way. Based in Dallas, we are a comprehensive financial services agency, with a clientele of thousands of local individuals, families, and businesses served through our network of financial professionals. ------ Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, Member SIPC (www.sipc.org). Supervisory Office: 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254, Phone: 972-348-6300. Licensing: https://www.bluecrestfa.com/
- 网站
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https://www.bluecrestfa.com/
Bluecrest Financial Alliances的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Dallas，Texas
- 类型
- 私人持股
- 创立
- 1933
- 领域
- Insurance、Retirement和Investments
地点
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主要
获取路线
14241 Dallas Pkwy
US，Texas，Dallas
Bluecrest Financial Alliances员工
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Tim Stark
Father, Husband & Wealth Management Advisor
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Daniel J. Drabinski, CFA, MSFS, AEP, CEPA, CMT, CAP, RICP
Certified Family Business Specialist | Certified Exit Planning Advisor | Retirement Income Certified Professional | Advanced Insurance Strategies |
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Lisa Rapfogel CFP?, CLTC, LUTCF
I assist entrepreneurs and professionals with their financial goals and objectives.
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A.T. Hargrave
Managing Partner | Partnering with Financial Professionals Who are Ready to Scale | Leverage the Power of Our Proven Practice Development and…
动态
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Last week, the equity markets experienced a notable pullback after a strong post-election rally. Check out our Capital Markets Snapshot to learn more about changes in the market this past week. #creatinglegacies #marketsnapshot #bluecrest
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A little kindness goes a long way in building strong relationships—with clients, colleagues, and our community. Join us as we spread positivity and compassion today! #worldkindnessday #bluecrestfa #creatinglegacies #kindness
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To our veterans within our company and beyond, thank you for your service. We are proud to have you as part of our team and grateful for the strength and commitment you've shown in service to our nation. ?#bluecrestfa?#VeteransDay?#creatinglegacies
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Who's who? Happy Halloween from your team at Bluecrest Financial Alliances! #happyhalloween #costume #bluecrestfa
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Keeping Up with Bruce Bones! We’ve thoroughly enjoyed having our newest team member, Bruce, with us this month. After some careful consideration, here are our final assessments: Keeping October Scaries Away: Excellent Organizational Culture Contribution: Great Living: A Complete Failure #happyhalloween #brucebones #bluecrestfa #Halloween #skeleton
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Check out last weeks eventful week in our Capital Markets Snapshot! See how the markets experienced notable movements driven by various factors. #creatinglegacies #bluecrestfa #capitalmarketssnapshot