Your financial planning needs are unique. So is our expert team of 15 financial advisors, led by Joshua B. Smith. Our firm combines all the resources of Goldman Sachs and years of expertise in retirement planning, investment planning and tax planning to provide the dedicated, one-on-one experience you’re looking for. Together, we get personal to help you live the life you want.
5810 Tennyson Parkway Suite 200
Plano, TX 75024
Driving directions >
Telephone:
469-290-0337
M - F: 8am - 5pm
Sat: Closed
Sun: Closed
We are located on the 2nd floor of the building.
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