Financial Planners in Dallas

“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.“

“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 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.“

“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.“

“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“

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