About Disciplined Investors LLC
Reviews for Disciplined Investors LLC
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
Disciplined Investors LLC is a Fiduciary and independent Registered Investment Advisory firm located in Waco, Texas. They provide investment management and advice for individuals, foundations, company retirement plans, and trusts. As a fee-only advisor, Disciplined Investors has a Fiduciary Duty to act in their clients' best interests. The firm's 7 advisors welcome the opportunity to work with clients and are known for their sound, helpful advice delivered in a comfortable manner. Disciplined Investors is a trusted investment company focused on building strong client relationships and helping them achieve their financial goals. Clients appreciate the firm's commitment to their unique needs and the clarity it provides for their financial future.
Disciplined Investors takes all the mystery and guesswork out of investing. They take the time to explain everything thoroughly. I encourage all my young people to engage with them. From the most seasoned investor to someone starting out, this is the place for you.
I am very pleased with Disciplined Investors. Russell Livesay & Sabrina Moore are the absolute the best. I never have to worry about my investments. They have always steered me in the right direction toward my retirement goals.
Sabrina and Russell take time to understand the financial needs of our staff and their future goals. They are always available to answer questions and offer advice. We feel confident as an agency using Disciplined Investors!