We have over 40 years of experience helping families FOCUS on what is truly important!

Address

2591 Dallas Parkway #300,
Frisco, TX 75034

Office Hours

Mon – Sat : 8:00AM – 5:00PM
Closed Sundays

Phone

214-618-6090
a

OVER 40 YEARS OF EXPERIENCE

ABOUT OUR FIRM

We have over 40 years of experience helping families FOCUS on what is truly important to them, knowing their financial needs & objectives have been met. Throughout our comprehensive planning process, we FOCUS not only on a family’s needs but on the reality that “It is about relationships – not transactions”. As a firm devoted to helping families FOCUS on what is truly important to them, we welcome a conversation with you, to discover:


  • What remains your greatest joy & accomplishment?
  • What still keeps you up at night?
  • Who depends on you for support & guidance?
  • Who do you turn to for advice & counsel?
About Us

MEET THE TEAM

Jim Parry

Jim Parry

President & Founder

Jonathan Rotz

Jonathan Rotz

Vice President Operations

Ellaine Parry

Ellaine Parry

Office Administrator

Parry Financial

Learn More about who we are, what we believe, and what we do

NOTE: Little blue box in upper right corner is a playlist that lets you select sections of the video… by topic!