DEVELOPING INNOVATIVE STRATEGIES

ACHIEVING GROWTH

SERVICES
 

We utilize our experience to partner with our clients in areas that include financial, risk, family legacy, business, and tax-efficiency planning.

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ABOUT US
 

We provide financial advisory services to businesses and families in Texas and Oklahoma.

  

With our firm you have a process that is meaningful and a partner in your mission.  ​

CLIENT LOGIN

Access your online account easily and conveniently.

 

We truly appreciate the trust our clients have placed in us. 

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Thank you for your partnership.

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CONTACT US

4100 International Plaza Ste. 150

Fort Worth, TX 76109

Inside CORE Insurance Group

Tel: 214-918-2309

phil@pmsquaredfinancial.com

TD Ameritrade and PM Squared Financial, are separate and unaffiliated firms and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.