Best Rated Sponsor
T.R.I. Planning – Taxes, Retirement, Insurance

ADDRESS: 675 Town Square Blvd #200, Garland, TX 75040, United States
NUMBER: +1 972-546-0620
SERVICES: IRA Rollovers, Independent Advice, Estate planning, Financial planning, Insurance purchase consulting, Retirement savings consulting, Tax planning, Wealth management, Auto Insurance, Casualty Insurance, Charitable Trusts, Customized Financial Program, Employer Retirement Plan, Equity Loan, Estate Planning, Financial Plans
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Gigi Lavergne has been instrumental in helping me get a handle on all of my retirement accounts. Gigi comes with a wide range of expertise and is very willing to sit and explain anything that I don’t understand. Thank you also to her assistant, Rebecca Bowman, for helping to continue this smooth process. I feel completely at ease knowing that Gigi has my best interest in mind and I look forward to working with them for all of my financial planning needs. – Jayme Gowins
REVIEW #2 – I’ve been very impressed by Gigi and her team this past summer. She clearly puts a lot of thought and care into managing her clients portfolios, and is very good and simplifying complex investing and tax concepts. I highly recommend her to anyone looking to get control of their finances or retirement accounts. – John D
REVIEW #3 – Gigi is a wonderful person and have had great experiences Sinz began working with her. My money has continued to grow with compound interest. Is excellent at communicating and her financial advice program is extremely helpful! I have been with her for about five years. The benefit of having good people to handle taxes is just another plus! She has a great staff. – Janna Timm
REVIEW #4 – My wife and I are very grateful for the service that GiGi and her staff assisted us with our retirement planning. Very informative. My wife and I are more knowledgeable about this next chapter in our life.(retirement). Thank you for the service you and your staff provided. – Keith Johnson
REVIEW #5 – Meet with her, she is very knowledgeable was impressed on the advice giving on my retirement would trust her completely – Mike Hill
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>>> MORE CUSTOMER REVIEWS
REVIEW #1 – Gigi and her staff have been outstanding to work with. – Pete Campanella
REVIEW #2 – Always special and personal attention to my needs. ALWAYS enjoy my visits!! – Debbie Price
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