We have had several interactions with the Allworth team the past couple of years while we had our retirement home built and three weddings in five years! It’s been an exciting time for us, and time to spend some money we worked on saving the past 35 years! The Allworth team is always polite, prompt and knowledgeable! And their investment team has made many many things possible for us, which we deeply appreciate!!
Great Experience thus far with these guys getting me into a strategy and actively managing my investments that were otherwise stuck in lifecycle funds. It is not JUST that they win bigger than you can win going it on your own when the market is up, its that you lose less when things are NOT going well. James R has taken great care of me, is very responsive to my inquiries, and proactively stays on top of me for quarterly reviews and happy to do more if requested. Add in all the other extras you get access to using them and its hard to see there being a much better option out there.
Rutledge and his team have done an outstanding job taking care of me before and after retirement. My nest egg continues to grow bigger even with monthly withdrawals.
My wife and I couldn’t be happier!
15725 Dallas Parkway Suite 600, Addison, TX 75001
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