Our Advisors did a great job speaking at Mass Mutual Academy! We're proud of their dedication to excellence and commitment to sharing knowledge! #MMAcademy #bluecrestfa
Bluecrest Financial Alliances
Financial Services
Dallas, Texas 1,164 followers
We foster collaborative relationships that create unique and meaningful legacies.
About us
At Bluecrest Financial Alliances, we strive to assist you in understanding your financial options in this ever-changing world. We start by assessing your financial situation and we listen to your needs and goals to learn more about your objectives. Then, we work as a team to create a financial strategy designed just for you and creating legacies along the way. Based in Dallas, we are a comprehensive financial services agency, with a clientele of thousands of local individuals, families, and businesses served through our network of financial professionals. ------ Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, Member SIPC (www.sipc.org). Supervisory Office: 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254, Phone: 972-348-6300. Licensing: https://www.bluecrestfa.com/
- Website
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https://www.bluecrestfa.com/
External link for Bluecrest Financial Alliances
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Dallas, Texas
- Type
- Privately Held
- Founded
- 1933
- Specialties
- Insurance, Retirement, and Investments
Locations
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Primary
Get directions
14241 Dallas Pkwy
Dallas, Texas, US
Employees at Bluecrest Financial Alliances
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Tim Stark
Father, Husband & Wealth Management Advisor
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Daniel J. Drabinski, CFA, MSFS, AEP, CEPA, CMT, CAP, RICP
Certified Family Business Specialist | Certified Exit Planning Advisor | Retirement Income Certified Professional | Advanced Insurance Strategies |
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Lisa Rapfogel CFP®, CLTC, LUTCF
I assist entrepreneurs and professionals with their financial goals and objectives.
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A.T. Hargrave
VP | Partnering with Financial Professionals Who are Ready to Scale | Leverage the Power of Our Proven Practice Development and Operational Support…
Updates
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We loved having Roger Crandall at our office last week and gaining his valuable insights! It was fantastic having our whole team together! #bluecrestfa #creatinglegacies
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Get to know our Firm Paraplanner Anna Kate Sundvold! She has been an integral part of our team, bringing reliability, hard work, and incredible value to our organization. We're grateful for her dedication and the positive impact she makes every day. Thank you, AK! #meettheteam #bluecrestfa
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It was a privilege having you at the office! Thank you for sharing your insights and expertise with us!
Chairman, President and Chief Executive Officer at MassMutual
During a visit to the Lone Star State last week, the Bluecrest Financial Alliances team welcomed me to their Dallas headquarters for a fireside chat. In my conversation with Shey Stegall, we discussed the crucial role our advisors play in driving MassMutual’s strategy forward and providing our customers with the holistic financial solutions and trusted advice they need. Thank you to Shey, Jason Bach, and the entire team for your continued hard work, focus, and dedication to serving our policyowners.
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Reminiscing on the amazing time we had with our Blue Chip achievers in St. Thomas! #bluechip #bluecrestfa
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Joining our Oklahoma City Team is Cameron! We are thrilled to have you on board! #creatinglegacies #bluecrestfa #okc
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Our very own Cassie Wilson was honored as Woman of the Year for Impact Oklahoma! We love seeing our advisors go beyond their business and serve their community. #creatinglegacies #okc
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Unlocking the doors to endless possibilities! Welcome to our brand new Oklahoma City office space, where innovation meets dedication! Here's to new beginnings, collaboration, and endless possibilities! #OKC #newbeginnings #creatinglegacies
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Get to know Shelby, our amazing Receptionist! Formerly dedicated to teaching kids how to swim, she now welcomes you with a warm smile as the first point of contact in our office. Shelby's unwavering positivity and drive make her an integral member to our team. Keep reading to discover more about her! #meettheteam #bluecrestfa #creatinglegacies
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Happy Administrative Professionals Day to all the amazing individuals who keep our workplaces running smoothly! #bluecrestfa #adminprofessionalsday
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