Chisholm Trail Financial Group-Brian Bessner
4925 Greenville Avenue
Dallas, TX 75206
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- Retirement Planning
- Tax Management Strategies
- Estate Planning
- Risk Management
- Education Funding Strategies
- Employee and Executive Benefits
Hours of OperationBy Appointment Only
Chisholm Trail Financial Group is a financial services firm committed to helping people pursue their financial goals. Our professionals offer a wide range of financial products and services to individuals and business owners. By providing educational financial information, we believe you will be better able to identify your goals and make informed decisions to help reach them.
Please call us at (512) 671-7526 if you have any questions about our firm or the range of financial products and services we provide. We have a relationship with a variety of financial services companies, so if we don't have it, we should know someone who does.
We use a six stage process for the customization, implementation and monitoring of each and every client. This process is driven by stewardship principles that promote four core values of protection, independence, dignity and legacy.
As advocates for our clients, their families and business partners, we provide financial education to help them discover opportunities and address potential blind spots.
We are known in the community as a resource for financial education and information.
We have a strong, in house support team that includes a comprehensive list of specialists that enables us to provide the personalized solutions for creating, managing and distributing wealth.