Tate Financial Group

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Investment Advisory Service, Financial Planning Consultants, Insurance

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Today: 9:00 am - 4:00 pm

Tomorrow: 9:00 am - 4:00 pm

46 Years

in Business

(972) 529-3888Visit WebsiteMap & Directions2111 Eldorado Pkwy Suite 102McKinney, TX 75070 Write a Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 4:00 pm

Tate Financial Group

Trusts and Estates

Estate Planning
Darrell Tate founded Tate Financial Group, LLC in 1978. The values and principles that he instilled are still alive today with the approach we take to business. Darrell is a 1972 graduate of Texas A&M University and has proudly held his CFP since 1994. Mr. Tate has been in the financial services industry for more than 30 years. He has been a member of Texas Leaders Round Table- Grand Council, North Texas Estate Planning Council, National Association of Financial Planners among many others. He has been President of the McKinney Independent School District Board of Trustees and Board Member of the McKinney Chamber of Commerce. He created an environment that emphasizes client relationships. Our approach is based on these relationships. These relationships with our clients allow us to serve their specific needs

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Extra Phones

Phone: (972) 529-2943

Phone: (972) 529-3890

Phone: (214) 856-4327

Phone: (214) 544-2598

Fax: (972) 529-9992

TollFree: (800) 247-1737

Brands

Blue Cross-Blue Shield

Neighborhoods

Eldorado, Eldorado Park

AKA

Rogers Tate Financial

Rogers-Tate Financial Group

Tate Darrell L Office

Other Links

http://www.rogerstatefinancial.com

https://tatefinancialgroup.com

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Investment Advisory Service, Financial Planning Consultants, Insurance, Retirement Planning Services

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Phone: (972) 529-3888

Address: 2111 Eldorado Pkwy Suite 102, McKinney, TX 75070

Website: http://www.rogerstatefinancial.com

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