Financial Planners near Addison

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“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.“

“Mitch Kramer is very professional, responsive, extremely knowledgeable and I highly recommend him and Fluent Financial.“

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“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!“

“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.“

“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.“

“Investing is confusing to a lot of people including myself. Roy was able to explain my investment strategy in detail and answer all of my questions and concerns. I sleep better at night knowing the Munn Gray & Associates are managing my assets.“

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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.“

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“My husband and I have been with two, large financial firms over the last few years since our retirement. We felt like we were just a number and received no individual attention on our accounts unless we advocated for ourselves. We recently joined Capitol Advisors and what a breath of fresh air! This is a holistic financial firm that covers all of your needs under one roof. In one call with their fabulous financial planner, we saved $2400 with one tip to file a document with Social Security regarding a recent life event. This is a family oriented business that treats you like family and makes you feel secure in your financial future. We wouldn't go anywhere else!!“

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“I now sleep well at night since I learned the basic principles of finance and how to grow my money without putting it at risk in the stock market. GREATEST FINANCIAL CONSULTING I HAVE EVER RECEIVED!“

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“We couldn't be happier with Nick Thomas and his team at Retirement Lifestyle Consultants . They are easy to talk to and provide confident and sound advise for our retirement . I highly recommend RLCWM !“

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“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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