Financial Planners near Addison

“Tom and his staff are absolutely amazing! Without their help, I'd still be struggling with all my financial affairs regarding my 401K and stock purchases. They go above and beyond to help their clients grow their wealth. I recommend this firm to all my family and friends.“

“Adam Stewart provided thorough and professional services relating to our trust and most important financial advice regarding our annuity.“

“Working with the team has been a dream come true. They found whole in our existing plans and made it to where I could retire early, making the retirement revenue I thought I would have to wait 4 more years to earn.“

“After the sudden and unexpected death of my husband Fluent Financial CEO MITCH KRAMER became my most valuable asset. Also the staff worked through our complex holdings with great expertise while treating me with respect and kindness. Now , five years later, the portfolio left to me has weathered the last months and years of volatility very well. My husband would also express great appreciation to Mitch if he could. We are very grateful for the expertise offered which has kept me comfortable and secure to this point in time. Thank you, Mitch.“

“Peak American gave me sage advice regarding my investment strategy and has helped me put my money to work! Their advisors give you their full, personalized attention, and they made me feel like my goals were extremely important to them. They're a smaller, boutique firm that can offer amazing service because they're specialized and they don't pander to the general public. I like being a part of "America's over-achievers." I'd recommend Peak American to my friends and family! <3“

“Being new to DFW and knowing next to nothing about retirement planning, I needed trustworthy advice. I attended a course that Kasey routinely holds and was impressed with how it was delivered. I met with Kasey and explained my goals and what I had to work with. He developed a comprehensive and solid plan that will secure my future. I would recommend talking with Kasey.“

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“Finding Five Rings Financial was the best thing that ever happened for me and my family.“

“I continue to consult with Chad Smith and this firm. Their advice is excellent and their level of professionalism goes above and beyond my expectations. Their strategies have helped me better plan my finances and I will unquestionably continue recommending and visiting them for financial planning needs.“

“I recently had the pleasure of working with SurelyNow team (Smita, Jenny and Nik) to remove my policy and could not be happier with the service I received. From start to end they demonstrated professionalism, expertise, and genuine care of my needs making the entire process smooth and straightforward. Their knowledge of insurance policies was impressive and I felt confident in their guidance throughout the process.I highly recommend SurelyNow to anyone seeking insurance assistance.Thank you SurelyNow Team for your outstanding support and professionalism!“

“Have nothing but good, no great things to say about Munn Gray and Associates and specifically Roy Gray. He has been a wealth of information and has effectively predicted the ups and downs in the market over the last year and a half I have had the pleasure of working with him.“

“Greg and Steve are so knowledgeable when it comes to finances. They are both intentional with their talks about money. They really stand by their word of putting their clients first and they are very informative to the average customer.“

“I have been with Jonathan Meaney and Carter Financial Management for a long time and would never consider anyone else to handle our investments. I know that a lot is just market conditions but what Jonathan and his team have done in monitoring those conditions and making adjustments is to me enormous! His advice and care is unsurpassed and I trust him completely to continue to take care of me an my wife and grandchildren long after I am gone. He is the best.“

“Laron is the Best!!!! She fixed my credit and I was able to get approved for a Mortgage loan fast. It only took her 2-3 months. I will definitely recommend her to family and friends“

“We worked with Jon to improve our families financial position and he was patient, attentive and offered specific valuable advice that improved our situation and advanced us towards our greater goals. Thank you for all you do!“

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“Owen and Taylor Stewart are two of the kindest individuals I have had the pleasure to do business with. Their commitment to their clients needs is unprecedented as is their professionalism. I highly recommend them to anyone who is seeking financial advise or other services and they will make sure to direct to the right people.“

“Reached out to Heritage just looking for someone to take a look at my overall financial situation. Ended up speaking with one of the Managing Directors, Chad Smith, about their services and how that could possibly fit what I was looking for. Chad could not have been nicer and took the time to answer my questions and give me guidance on a few tweaks to make. While my situation isn't currently a fit to be a client of Heritage, I would most definitely go back to them if my situation changed and would recommend you give them a call if you are looking for some financial planning help!“

“I would definitely recommend working for this company now I had started probably about maybe 3 days ago but I will have to tell you that it is a very great atmosphere to work for the people are great the environment's Great I mean everybody is very willing to help nice. I really look forward to seeing the opportunities that I have here“

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“My wife & I have been with Capital Advisors for over 4 years & have been very happy. Their communication is great. I get updates all the time. I talk with them at least once a quarter, sometimes more. If I need money they get it to within a day or two. I used to do my own investing. I am getting older & wanted someone to help my wife if something happened to me. I am sure I found the right company.“