“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!“
Closed today
1131 W Yellow Jacket Ln, Rockwall
Financial Planners
“Chris is extremely knowledgeable and willing to break down the complexity of financial industry. He truly helps those needing to plan for retirement with an upmost and fiduciary responsible nature. Highly recommended!“
Closed today
301 N Goliad St, Rockwall
Financial Planners
“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.“
“Lake Point Advisory Group has done a wonderful job with our retirement. They give us confidence in the future.“
“Kasey Byrd has helped me with several financial questions and always responds quickly to my requests. I have some investments he manages for me that are doing well. I also put my parents trust money with him as well. I think he does a good job keeping my money safe from loss. I highly recommend.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners