Business Details
About
Financial PlanningLife Insurance AgencyInsurance AgencyInvestment Service
As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.
The testimonial(s) provided may not be representative of the experience of other clients and [is/are] not indicative of future performance or success.
Location
Hours
Reviews
4.1
13 reviews
5 stars
9
4 stars
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2 stars
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1 star
2
- KBKey BennettJul 17, 20255.0This firm is all about collaboration and it has been my experience they value building great relationships!
- JJJasmine JohnsonSep 23, 20235.0I have worked with Jake Otankis from the Denton office for a little over a year now and my experience could not have been better! He was extremely knowledgeable, answered all my questions, and helped me create plan for my financial future. Also his colleagues, most notably Shad Robertson and Chris Farmer, were super helpful through this process. So glad to have such an amazing team in my corner!
- THThanh HuaAug 25, 20211.0Nguyen one of your agent that was assigned to Bi Hua MassMutual annuity account sent in a email to the client relationship manager stating that Bi Hua policy owner requested his annuity account to be cancelled when Bi Hua never made the request nor authorized her to make the request on his behalf nor did she even inform him of it. We found out through getting a refund check in the mail from MassMutual yesturday.
- SSShey StegallMar 25, 20195.0It has been my experience that this firm will follow through on the promises and agreements made.
- DJDanielle JohnsonSep 26, 20111.0Jason Bach and staff at Allegiant are completely incompetent at even the easiest of tasks. I found them to be rude and dishonest throughout the entire process.
Frequently Asked Questions About Bluecrest Financial Alliances
What services does Bluecrest Financial Alliances offer?
Bluecrest Financial Alliances offers retirement services, financial services, and investment advisory services.
Where is Bluecrest Financial Alliances located?
Bluecrest Financial Alliances is located at 14241 Dallas Pkwy, Suite 1200, Dallas, TX 75254, United States.
What are the business hours of Bluecrest Financial Alliances?
They are open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
What types of products are offered by Bluecrest Financial Alliances?
They offer insurance, annuities, retirement plans, mutual funds, and securities.
Which associations and brands is Bluecrest Financial Alliances affiliated with?
They are affiliated with FINRA and SIPC.
Which languages are spoken at Bluecrest Financial Alliances?
English is the primary language spoken at Bluecrest Financial Alliances.
How can I contact Bluecrest Financial Alliances by phone?
You can reach them at +1 972-348-6300.
What is the website URL for Bluecrest Financial Alliances?
Their website is https://www.bluecrestfa.com
Are there other financial service providers near Bluecrest Financial Alliances?
Yes, nearby financial service providers include Jake Otankis, Edward Jones - Financial Advisor: Tyler E Brownlee, CRPC®, Edward Jones - Financial Advisor: Wendy W Seale, CFP®, Bespoke Private Wealth of LPL Financial, Stonewater Financial Group, and The Pickett Group of LPL Financial.
Can customers visiting Bluecrest Financial Alliances find coworking spaces nearby?
Yes, Servcorp International Plaza, a coworking space, is located nearby, providing a convenient spot for clients or professionals to work before or after visits.
Are there dining options close to Bluecrest Financial Alliances for clients?
Yes, Riverstone Cafe is nearby, where clients can enjoy a meal or coffee before or after their appointment.