Fort Worth, TX Financial Planner

Terrific team, they give great advice, and really know my wife and I. Brooks works hard to make sure we're on track for our goals and pushes us to make sound financial de ... more

Great people with great service

Ed has been a helpful advisor for the last ten years. He always helps me make great financial decisions.

Since working with Bridget Palmer of Edward Jones I have met and surpassed my expectations of working with a financial advisor, as well as colleague. Bridget builds rela ... more

Rodge has a strong financial literacy and has always been prompt with his advice. During uncertain times, having someone like him watching over my retirement gives me gre ... more

Brandon Brinkman is one of the best financial advisors I have met. I trust him to manage my portfolio and my client's when they are looking for a referral.

Once Justin found out I was going to transfer an inherited IRA, I got no more assistance from him. Several emails provided options but no path to accomplish. He may have ... more

I would not suggest their services. The guy who owns it is not trust worthy.

ATM worked as needed. I'm sure there a reason to go into the bank itself, but haven't found it yet.

Rocky Campbell recommended American Equity Assetshield 5 Fixed Index Annuity to us on 2/9/22. Our experience: $120K invested over 2 years returned $421.20. Yes, 0.00351% ... more

Great!! I loved my Doctor Stephanie and wish the best to her and staff!!

Proceed with great care and caution here because you may be misled to think things are what they are not. When people in positions of authority and trust are not their wo ... more

Most respected business that I have encountered in quite sometime. They are thorough and they care about their clients. Be assured, you are dealing with the best in the ... more

She is absolutely Amazon! She is very big on educating and making sure you know whats going on with your tax return. Highly recommend!!

Dan and Jana provide first class service and go above and beyond to give their clients the best service possible. We wouldnt trust our retirement to anyone else. We even ... more

Delerved there hard to back in with all the junk ... But quick unloading

We are OPEN!!!

Love working with Dario Montoya from V&D Financial. When he makes a promise to a client that he will help them until he is at the closing table he means it. This is the p ... more

They put in endless time helping us with our very difficult taxes. Communication was incredible. Made it so easy to send documents, and they were very attentive to deta ... more

Im so thankful my husband discovered Ken Moraif on the radio during the Money Matters days and said, This guy makes so much sense. We need to put our money with him. Tha ... more