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Juana Montalvo - United Texas Credit Union

(50)

Auto Loan
Refinance
Calls

“Words cannot express our gratitude for the way that Juana Montalvo went above & beyond to see that our financial needs were met & our auto loan was processed quickly & successfully.”

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Strittmatter Wealth Management Group

(50)

Investment Management, Families & Individuals, Companies We Serve

“I'm about to retire this fall, so I asked for a meeting with SWMG before making a decision on whether I should take a Partial Lump Sum and a reduced monthly annuity payment from the Texas Retirement System.”

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The Offices Of Britri

(49)

Money
Audited
Questions

“Brian and Trina have been doing my taxes since they started, and every year they've take care of for me, what I dislike the most, so I leave it to the professionals Brian and Trina!”

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Franfund

(49)

More Options & Services, Pricing, Business Loans

“They made the process of getting approved for an SBA guaranteed loan uncomplicated and easy to understand and they stayed with me all the way through the process…even through a lengthy delay due to COVID.”

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Jeremy A. Johnson, CPA

(31)

Client Accounting Services, Tax Advisory Services

“After the notorious Texas freeze and other storms, in which I had a lot damage, they reached out to check on me personally to see if I needed anything or how they could help- earning my business for life.”

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Andrea M. Ward, CPA

(33)

Estate Planning, Accounting, Retirement & Wealth Planning

“After reaching out to the firm via their website contact form, Matt Ward contacted me directly and communicated with me frequently to help resolve this issue with the IRS (I was not a client at this time).”

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Hybrid Financial

(38)

Services Menu

“Rocky, Corey and Macy have been incredibly helpful in rounding up our “stray accounts” - actually calling for the correct paperwork on our behalf, helping us fill it all out and even sending it in.”

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New Century Investments

(20)

Financial Planning, Retirement Planning, Wealth Advisory Service

“Matt was and helpful, knowledgeable, and I would recommend anyone looking for advice to reach out to him and New Century Investments Positive Responsiveness, Quality, Professionalism, Value”

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McGee Law Firm

(30)

Elder Law & Medicaid Services, Estate Planning – Wills and Trusts, Incapacity Planning

“We were really starting from scratch and had to make decisions on all manner of life choices and they were very patient, informative and helped guide us to the best choice for our family.”

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Dean Jacobson Financial Services

(1)

Investment Management, Risk Management, Retirement Plan Services

“Dean Jacobson has handled our investment portfolio since 2012 & we've been grateful for the service we've received & plan to continue to trust them with our financial planning.”

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Marty McCutchen CPA

(15)

Business and Financial Consulting, Tax Services

“Marty and his team were invaluable in helping me set up my small business and have continued to be very responsive and help me find ways to maximize small business deductions!”

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LM Stamper, Ricp

(19)

Goals
Retirement
Learn

“Stamp has helped me maximize my retirement savings, map out a path to early retirement, boost my life insurance protection, and he has connected me with partners to guide a start up business with my husband.”

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Rhodes Securities

(4)

“The market and future is uncertain, I am confident in the plan they have put in place to grow my retirement portfolio and make changes as times require.”

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Wealth Strategy Advisors

(24)

Life Insurance, Long Term Care, Financial Documents "house"

“Rebecca Turner and her team at Wealth Strategy Advisors have be so professional, quick to respond, helpful to offer multiple reviews of our accounts thru the year so we stay on track with our financial goals.”

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Lange & Associates

Business Services, Tax Services, Quickbooks Services

“Take a look at our Home page. Lange & Associates, P.C. is a full service tax, accounting and business consulting firm located in Fort Worth, TX.”

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Jay Kurani CPA

(6)

Outsourced Accounting and Bookkeeping, Quickbooks Accounting, Cryptocurrency Accounting

“It was recommended that I should interview (3) CPA's before I make my choice, but after (5) minutes speaking with him, I knew he was the right person for me.”

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Catlin Lillard & Co

(2)

Business Services, Payroll, Internal Controls

“Professional, accurate, and friendly.”

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Decidedly Wealth Management

(10)

Honest
Retirement
Knowledge

“Sanger Smith is incredibly knowledgable and great to work with because of his commitment to his clients goals and helping them align their financial decision with their values.”

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Palmer Nunn Wealth Management

(1)

“Both Teresa and Jarrod are very attentive to client needs.”

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1st Prosperity Financial Services

(10)

Tax

“We were first time clients with her and she exceeded our expectations so much so that we only needed one phone call and we were ready to work with her.”

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Haber Wealth Management

(5)

Videos, Calculators, Tax Resources

“They are very clear upfront in setting expectations, and they make it very easy to understand complex financial planning software so clients can easily see if they're on track to meet their goals.”

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Aspen Wealth Management

(1)

Retirement Planning, Financial Planning For Women, Tax Planning

“Fee only planners are relatively rare in DFW and we have been pleased with their services so far.”

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Redwood Financial

(4)

Insurance Planning, Estate Planning, College Planning

“I've been a client for several years and have always experienced the best customer service!”

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Michels Family Financial

Who We Serve

“Life is all about exciting experiences and creating lasting memories. From traveling the world and creating adventures to enjoying simple moments of love and laughter, these are the memories you and your family will treasure forever. We will help gui...”

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Average Cost	$3738
Minimum cost	$1246
Maximum cost	$10591
Avg Per Hour Rates	$374

Best Financial Advisors in Fort Worth, TX

The highest-rated Financial Planning & Wealth Management companies out of 110 vetted & reviewed in the Fort Worth area.

Juana Montalvo - United Texas Credit Union

Strittmatter Wealth Management Group

The Offices Of Britri

Franfund

Jeremy A. Johnson, CPA

Andrea M. Ward, CPA

Hybrid Financial

New Century Investments

McGee Law Firm

Dean Jacobson Financial Services

Marty McCutchen CPA

LM Stamper, Ricp

Rhodes Securities

Wealth Strategy Advisors

Lange & Associates

Jay Kurani CPA

Catlin Lillard & Co

Decidedly Wealth Management

Palmer Nunn Wealth Management

1st Prosperity Financial Services

Haber Wealth Management

Aspen Wealth Management

Redwood Financial

Michels Family Financial

Retirement Planning and Investment Management Services in Fort Worth, TX Cost Estimates

Why these companies made our list

Wealth Management Advisors near Fort Worth

Popular in Fort Worth