CORE has meticulously selected individuals to act as an extension of our team to provide additional and necessary services for families and businesses. Our goal is to cultivate an experience that reflects ease of use and high level service.
PM Squared Financial provides financial advisory services to businesses and families in Texas and Oklahoma.
With PM Squared Financial you have a process that is meaningful and a partner in your mission.
We utilize our experience to partner with our clients in areas that include financial, risk, family legacy, business, and tax-efficiency planning.
Phil Stanley is a Financial Advisor that holds his series 7, series 66 and Life/Health Insurance licenses. He has a passion for helping his clients discover and achieve their financial goals. He is a proud husband and father and enjoys spending time with his family, friends and being involved in his community.