Bethel Financial Group LLC is a financial services company located in Frisco, TX. Led by founder David Eddy, the company specializes in helping business owners, retirees, and physicians grow, manage, and protect their assets through a holistic approach. They offer services such as advanced planning, investment resources, special needs planning, and income tax minimization.
With a meticulous and personalized process, Bethel Financial Group aims to understand each client's unique situation, goals, and risk tolerance in order to provide appropriate recommendations. They are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. The company is committed to helping clients achieve their financial goals and providing them with peace of mind.
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