TX · Mt Pleasant

Fiduciary advisors in Mt Pleasant, TX

2 advisors with offices in Mt Pleasant. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Mt Pleasant

C2 Financial Advisors

Mt Pleasant, Texas

Retirement Planning Investment Management

C2 Financial Advisors, located in Mount Pleasant, Texas, offers investment management and retirement planning services to clients across various investor profiles. The firm was founded by financial professionals David Cook and Larry Cannaday, combining 70 years of collective industry experience, and employs a three-step approach involving assessment of financial documents and risk tolerance, strategy development tailored to investor profile, and ongoing plan implementation and monitoring. The firm serves individual investors and families through consultation-based engagement, with a stated focus on aligning investment plans with client goals through regular reviews.

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Durrum Wealth Management

Mt Pleasant, Texas

CLU

Retirement Planning Small Business

Durrum Wealth Management is an investment advisory firm in Mt Pleasant, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

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Financial advisors in Mt Pleasant, Texas

Advisors serving Mt Pleasant specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Texas's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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