Name: 9M Investments, LLC
Address: 2146 Westwood Terrace, Grapevine, TX, 76051, US
Telephone: (817) 680-7942

General Description

9M Investments | Personalized Financial Planning & Investment ManagementAt 9M Investments, we specialize in helping business owners, near-retirees, and legacy-minded families take control of their financial future with confidence and clarity. As a solo advisory firm led by Jacob Millican, we offer highly personalized financial planning, tax-efficient retirement income strategies, and access to private and alternative investment opportunities - all tailored to your specific goals.We also partner with estate attorneys and corporate trustees to improve outcomes for trust clients, blending compliance with customized investment solutions.Whether you're planning your next chapter or helping manage generational wealth, we're here to simplify complexity and bring peace of mind to the financial decisions that matter most.Located in Grapevine, Texas - Serving clients locally and nationwide.

Business Hours

Sunday	closed
Monday	09:00 AM	05:00 PM
Tuesday	09:00 AM	05:00 PM
Wednesday	09:00 AM	05:00 PM
Thursday	09:00 AM	05:00 PM
Friday	09:00 AM	05:00 PM
Saturday	closed

Location & Map

9M Investments, LLC

2146 Westwood Terrace
Grapevine, TX 76051

(817) 680-7942

Driving Directions

9M Investments, LLC

Financial Consultant in Grapevine

2146 Westwood Terrace Grapevine TX, 76051

(817) 680-7942

General Description

Business Hours

Location & Map

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