After over 20 years serving our loyal clients out of our California office, we are excited to announce that we have opened a second location in McKinney, Texas. As our firm continues to grow, we want to be able to expand our offering and build a presence in the great state of Texas.
Financial planner and Director of Branch Management, Tony Nori, and administrative assistant, Karen Putnam, will be working out of our new office location. If you have friends or family in or near McKinney, Texas, who would benefit from the service and guidance our firm is known for, we invite you to send them Tony’s way! Reach out for more information at 909-981-1720 or simply click here to schedule a free 15-minute introductory phone call!
About 1on1 Financial
1on1 Financial is an independent financial advisory firm specializing in guiding working and retired professionals, executives, and business owners along the path to financial well-being. Founded in 1997, we use a team approach to help our clients accumulate wealth, generate income, preserve their life savings, and strategically plan for the distribution of their estate. With more than 50 years of combined experience in the financial services industry, we remain true to our fundamental mission: to provide personalized guidance, treatment, care, and service so our clients can gain control of their future and feel confident in their financial life.