After over 20 years in the financial industry, we see two types of financial advisors.
One that you invest with and have to babysit, in a way. You don’t hear from them. Your investments perform so-so or worse unless you request changes, and “good service” is not in their vocabulary.
The other type is what our financial team strives to be. The financial advisor you invest with and rarely have to think about when we manage your assets. We contact you to keep your plan up to date and progressing. And to top it off, we strive to exceed your expectations.
If you, or someone you know, is working with the first type of financial advisor…… we would love to speak with them and help make sure they get the financial advice and service they deserve.
We have two offices conveniently located near Dallas and Fort Worth counties and cities, however, our firm is capable of servicing clients in all of our great states. New clients from any part of the USA are always welcomed to hire us as their reliable and attentive financial advisor team!
