Financial Planners near Southlake

“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.“

“Chad Smith was incredibly helpful and great to work with. He offered good insights, was direct and clearly cared about helping us develop a plan that was catered to our needs. I look forward to working with him in the future!“

““

““

““

““

“Tad has been taking care of our investments for over 20 years. He believes in conservative diversity-a strategy that has done very well for us ?“

““

“I’m not easily impressed, but Scott and Angela have impressed me and my husband and I highly recommend their workshop. We met with Scott yesterday at their office. He and his associate were so helpful in advising us on get back on track with our retirement goals. They are knowledgeable and helpful. They’re willing to give us advice now knowing that we are building a relationship for later. Once we get back on track, we will be their clients.“

“Consolidated my investments 4 months ago to Ameriprise and have already had more interactions with Jeff Taylor and his team than I did the last 25 years with Fidelity, Merrill Lynch, and UBS. Great customer service, friendly team, great returns. I finally feel like my money is properly invested!“

““

““

““

“We originally started working with Chris because we wanted someone who was more on top of things. Our investments weren’t losing money but they weren’t really making much either. My husband works with Chris’ wife, so we met with him and just really liked him. Chris is very informed, trustworthy, professional, and up-to-date on the market. He's helped us save for retirement. He always calls us to keep us informed on what’s going on with our account if there are any changes. We trust him and always recommend him to our friends.Please copy and paste your approved testimonial to Chris’ Facebook page and Google My Business profile at the links below. Due to regulations we unfortunately aren't allowed to post for you to certain platforms.“

““

““

““

“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.“

““

““

““

““