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Interlinc Financial Advisors, Inc.
Interlinc Financial Advisors, Inc.: Personal, transparent planning with a customer-first approach.
5
Business
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Interlinc Financial Advisors, Inc.: Personal, transparent planning with a customer-first approach.
Interlinc Financial Advisors, Inc. in Plano, TX, delivers personalized financial planning and ongoing advisory support. Clients praise a customer-first approach, clear transparency, and retirement planning that helps them relax and enjoy their non-working days. They highlight coordination with estate planners, portfolio updates, and improved financial literacy, all delivered with a personal, caring touch.
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Customized strategies to secure your financial future and enjoy a stress-free retirement.
Professional portfolio management and realignment to optimize growth and meet your goals.
Personalized coaching to enhance your understanding of finances and improve money habits.
Assistance in updating legal documents and coordinating with estate planners for comprehensive planning.
One-on-one advisory services to create and adjust financial plans based on your evolving needs.
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Overall rating
Rajpal Bal
Steve & Gayle Meeks do a phenomenal job with work and their customer service is second to none. Steve has upskilled our family’s financial literacy in addition to ensuring our portfolio remains in-tact.
Thomas Sheffieck
My wife and I have been clients of Interlinc for almost two years now. We have nothing but positives regarding Steve, Gayle, and the team at Interlinc. They created a great plan as I entered retirement, and we are able to relax and enjoy my non-working days. I really appreciate their customer-first approach and high level of transparency. Thanks for all that you do for us!
Tommy Synan
We have been very satisfied with our connection with Steve and Gayle. Our financial picture is strong as a result of tiehr work with us and realignment of things. We are also very impressed with the coordunation and work with an Estate planner to gt our documents refreshed and current. Overall our experience has been very enjoyable and productive. Thank you
Ann Henkels
This team has done an excellent job of helping me see the benefits of how to make money work for you and helped me adjust my habits to better meet my goals. They have a sincere, caring, and witty way that makes working towards my goals enjoyable. Love this team!
Cindy Walker
The Meeks are truly remarkable financial advisors. They offer a personal touch and really get to know you. Over the years they have updated my investments as needed and reached out to me to just keep in touch and make sure my needs are being met. As I have retired, their personal service has continued. They are truly a special couple and a special group for your financial needs. I highly recommend this company if you need financial advice.
