Financial Planners near Coppell

“I can’t stop thanking this amazing trader Mr. Craig Connor for all he did for me and my family. He brought out from debit after been scammed and all hope was lost till I met Craig who helped me“

“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.“

“GDS Wealth Management has been awesome to work with. From the office staff to my account advisor, they all have been very friendly and professional. I have recommended them to all my friends.“

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“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.“

“We have been with Rob for almost 20 years now. Our funds have rose steadily each year. He meets with us twice a year to review and maybe change things around. Any other time he is easily accessible via telephone, text or email. The financial tool he uses is easy to use and to look at your investments and net worth at any time.
He explains the options and the types of investment clearly and efficiently. He will also guide you on your work 401K picking specific investment options.
He also looks at insurance that you carry and if it is adequate for our individual lifestyle. He is very thorough in looking at the whole financial picture.“