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Closed today
6760 Horizon Rd Suite 100, HeathClosed today
1131 W Yellow Jacket Ln, Rockwall“Chris Massenburg is the best financial advisor and was so helpful and always courteous and ready to assist as needed. Highly recommend!!!“
Closed 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.“
10AM - 2PM
5706 Rowlett Rd #200, Rowlett“I’ve been using Rick Lucas for years and he has done great job for my family. He knows his stuff and always makes sure you are in the loop. His staff Abby and Angie are awesome.“
Closed today
411 N McGraw St, Forney“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!“
Closed today
301 N Goliad St, Rockwall“Rick, Lisa and Jace have been so helpful with my retirement and inheritance investments. They listen and consider my needs in advising my investments. They have been easy to get in contact with and return calls and emails promptly.“
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“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.“