Amy Castaneda - WFG

Blue Chip Financial Planning, located in Richardson, TX, is a financial advisory firm that offers a range of services including investment advisory and brokerage through Osaic Wealth Inc. and its affiliated entities, which are members of FINRA and SIPC. The firm emphasizes the importance of professional history for its financial professionals and encourages clients to explore their backgrounds through FINRA's BrokerCheck. Blue Chip Financial Planning aligns with multiple partner firms, providing a diverse array of financial products and services while maintaining independence from any single entity. Generated from the website

Securities America Inc, now operating as Osaic Securities, provides a range of securities and investment advisory services through its affiliated entities, including Osaic Wealth Inc, Osaic Institutions Inc, and others, all of which are members of FINRA and SIPC. The firm emphasizes the independence of its various entities and marketing names while maintaining a commitment to regulatory compliance and professional standards. The company's advisory services encompass multiple subsidiaries, such as ArborPoint Advisors LLC and American Portfolios Advisors Inc, ensuring a comprehensive approach to wealth management. Clients are reminded that any links to external websites are provided as a courtesy and do not guarantee the accuracy of the information found there. Generated from the website