Financial Planners near Rowlett

“I’ve been using Rick Lucas for years and he has done great job for my family. He knows his stuff and always makes sure you are in the loop. His staff Abby and Angie are awesome.“

“My husband and I were looking for someone to assist us with investments and retirement. We met with Greg and was impressed from our first meeting. The staff was professional, listened to our needs without trying to "sell us products", and guided us through our options speaking in terms we could understand. We decided after our first meeting the staff was trustworthy, knowledgeable and truly understood our needs. We have a plan now and know that retirement is more than just a thought now. Thanks GMAC!“

“Chris is a breath of fresh air to work worth. Not only is he knowledgeable, but he really lets you know you're in good hands working with him. I have "shopped" for years for the financial advisor that takes that time to really works with you as in a partnership, verses talking down to you. I am glad that I finally found Chris.“

“I had a consultation with Jace. He was professional, knowledgeable & personable. He listened to best understand my situation and how they could help. He gave great advice that will impact my financial trajectory. Consultation is free and worth the time. They have in-house tax professionals as well which go hand in hand with wealth management.“

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“Lake Point Advisory Group has done a wonderful job with our retirement. They give us confidence in the future.“

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“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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