Financial Advisors
McKinney, TX
Boulevard Place Wealth is a financial advisory firm led by Carlton Bryant, offering personalized retirement planning, investment management, and wealth protection strategies. With nearly a decade of experience in financial services and a background in corporate banking and business ownership, Carlton provides comprehensive financial guidance including infinite banking, annuities, trusts, and tax-free retirement planning. The firm serves both individuals and business owners across multiple states, focusing on long-term financial goals and tailored strategies to protect and grow wealth.
Ideal for: Individuals planning retirement, business owners seeking financial strategy, clients interested in tax-efficient wealth protection
Service area: McKinney, Texas and surrounding areas; licensed in FL, IL, IN, LA, MA, MO, MI, NM, TN, TX, VA and more
Multi-State Licensed Advisor: Carlton Bryant is licensed to provide financial planning across 11+ states, offering clients flexibility and expanded service options.
Comprehensive Wealth Protection Focus: Specializes in infinite banking, annuities, and trusts alongside traditional retirement and investment planning to create tax-efficient strategies.
Business & Personal Financial Services: Serves both individuals and business owners with tailored strategies, drawing on background in corporate banking and business ownership.
Address: 7300 State Hwy 121 Suite 300, McKinney, TX 75070
Phone: (214) 772-1369
Website: boulevardplacewealth.com
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