Financial Planners near Lewisville

“GDS Management is exactly what you are looking for. We were quite frustrated with our prior adviser and then we found Sebastian Carillo. Everyone at the company is wonderful - helpful, friendly, and WISE. Sebastian always takes or returns our calls and takes any question seriously. All fees, etc are completely transparent. On top of that, there is a PLAN that makes so much sense to not just achieve our goals, but even better. It is so wonderful to be worry-free about trusting someone with what we worked hard for our entire life.“

“Just like we approach professional advisors for medical and legal advice, Its always good to have professional guidance for financial goals. The team of Financial Services Mania was professional & very approachable in understanding my concerns and offered personalized & structured advice based on my goals.“

“Compass Retirement is made up of the absolutely best financial professionals providing high level protection of your hard earned savings! They take time to EDUCATE clients as they offer products that fit individual needs with a long range vision of expertise. They actually care! Mike and Marla Wolf“

“We have been working with Brandon and FWP for a couple few years now. Brandon has always been responsive and accommodating, and very informative (as deep as you can stand) on how the market and certain aspects of it work. His insights are solid and he takes great care to explain at length the hows and whys of making certain decisions, as well as being sensitive to our thoughts and preferences. FWP’s integrity as a fiduciary is second to none.“

“As I am approaching retirement age, I researched quite a few fee only financial advisors in the DFW area. I decided to use Glenn Bishop for my plan. He was quick to respond and quickly provided an agreement with very affordable prices. I had already researched a lot of retirement resources, so I had a good idea of what my current situation was, but I needed an expert to review, provide advice and confirm my current situation. I was initially overwhelmed with the detail Glenn provided. This was certainly a good thing since I was definitely getting my money's worth. I would highly recommend Glenn when you need a financial plan because of the value you get from his service.“