Financial Planners near North Richland Hills

““

““

““

““

““

““

““

““

““

““

“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.“

“Tad has been taking care of our investments for over 20 years. He believes in conservative diversity-a strategy that has done very well for us ?“

“Consolidated my investments 4 months ago to Ameriprise and have already had more interactions with Jeff Taylor and his team than I did the last 25 years with Fidelity, Merrill Lynch, and UBS. Great customer service, friendly team, great returns. I finally feel like my money is properly invested!“

“Chad Smith was incredibly helpful and great to work with. He offered good insights, was direct and clearly cared about helping us develop a plan that was catered to our needs. I look forward to working with him in the future!“

“We originally started working with Chris because we wanted someone who was more on top of things. Our investments weren’t losing money but they weren’t really making much either. My husband works with Chris’ wife, so we met with him and just really liked him. Chris is very informed, trustworthy, professional, and up-to-date on the market. He's helped us save for retirement. He always calls us to keep us informed on what’s going on with our account if there are any changes. We trust him and always recommend him to our friends.Please copy and paste your approved testimonial to Chris’ Facebook page and Google My Business profile at the links below. Due to regulations we unfortunately aren't allowed to post for you to certain platforms.“

“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.“

““

“Always such a positive experience over these past 5+ years!! Her attention to detail and educating her clients keeps me coming back. A forever client for sure. Don’t hesitate to set up an appointment with her.“

“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.“

“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.“

““