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Closed today
411 N McGraw St, ForneyClosed today
1 Horizon Ct SUITE A, Rockwall“Lake Point Advisory Group has done a wonderful job with our retirement. They give us confidence in the future.“
Closed today
6760 Horizon Rd Suite 100, Heath“We have been clients for years! They really helped us with our financial plan after getting married and understanding our financial situation. We really enjoy working with the whole GFM team and feel that they have our family’s best interests at heart.“
Financial Planners
Financial Planners
Financial Planners
“The receptionist was very professional and kind when I called to get my 2023 1040. I was expecting it to take awhile since I waited until the last minute to file, but she took care of the issue promptly and gave me a plan B if the email didn’t work! Great customer service!“