Reviews for Disciplined Investors LLC

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Oct 2024
Disciplined Investors has been with me since my career start and I am so thankful to them for setting me up for success in retirement and always lending sound, helpful advice in a very comfortable manner. Sabrina & Russell are the best around.
Oct 2024
Disciplined Investors is a trusted investment company focused on building strong client relationships. They’re committed to helping you achieve your financial goals and meet your unique needs. I now have a much clearer picture of what I need for the future.
Oct 2024
As we arrived from California, we needed a new financial advisor. We already were familiar with Schwab and had a few accounts with them, we saw that Disciplined Investors worked with Schwab. We walked in and within an hour decided this was the group we wanted to work with. Russell, Sabrina and all the rest are always helpful, informative and we have done very well with our investments with their advice and guidance. I highly recommend them.

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From Disciplined Investors LLC

Disciplined Investors is a Fiduciary and independent Registered Investment Advisory firm in Waco, Texas. We provide investment management and advice for individuals, foundations, company retirement plans, and trusts. As a fee-only advisor we have your interests in mind and a Fiduciary Duty to act in your best interest. Our 7 advisors welcome the opportunity to work with you.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 5/5