Investment Services Center is an integrity based independent advisory firm offering expertise in comprehensive financial planning, retirement planning and transition, early and late stage college funding planning , social security planning, small business planning, insurance and Medicare planning, investing in stocks, bonds, mutual funds, REITS, 529 plans, annuities and the entrepreneurial needs of women investors.  We have been in business in Allen since 1996.

It is our goal to make our financial planning practice the best possible experience for our clients.  It is important to us to continually be expanding our education by learning new skills and knowledge in order to help our clients improve their financial value.  We believe in exceptional service and it will always be our goal to continually increase our level of service and our care and compassion for our clients.

Shirley White-Stevens is a certified Financial Planner and a Certified College Planning and Funding Specialist. she has won recognition as one of the top financial planners in the DFW area in 2020 by D Magazine.  She has also been the recipient of the Best Financial Planner awards in Allen for six years since 2013.  Anderson Brooks is a financial advisor , a specialist in Medicare planning and Social Security planning and is a CFP candidate.

We get to know our clients and want them to know us.  We believe that always doing the right thing is the best way to earn our clients trust.