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Badii Group Private Wealth Management

(36)

Portfolio Manager
Financial Planning
Decision

“Whenever I have a client who liquidates an enormous significant asset, I always refer them to Kirk for his guidance in managing their investment proceeds.”

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Pro Capital Wealth Management

(33)

Integrity
Company
Values

“In a world full of automated “investment coaches” and call center help lines, nothing beats a physical sit down meeting with a person who will put you first and treat you like family.”

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Mills Wealth Advisors

(18)

Portfolio
Wealth Management
Goals

“Mike Mills and the team at Mills Wealth Advisors do a phenomenally great job in helping clients make sense of all the investment options available out there and how to create a strategic financial plan that works for my unique circumstances.”

i

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Foundation Wealth Partners

(12)

Market
Fiduciary
Information

“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.”

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Virtus Wealth Management

(8)

Team
Communicating

“Since the transition, communications have been excellent and the entire staff is engaged in making sure the client is well taken care of, providing quick and accurate answers to the questions I've posed.”

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Tower View Wealth Mangement

(7)

Market
Tax
Knowledge

“Our entire family has trusted Warren and Randi for numerous years with our investment portfolios.”

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The 24 firms listed for Southlake, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Southlake, TX

All 24 firms we list here are in Southlake itself. We have 27 firms in Southlake on file; this page shows the highest-rated 24. 13 of the firms on this page have a rating, from 4.5 to 5.0 across 150 reviews. 2 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (4), retirement planning (3), financial planning (2), investment management (2) and risk management (2). 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 2000. We have a website on file for 22 of the firms on this page; 19 publish a contact page; 19 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Southlake take financial planning bookings online?

5 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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Buban Financial Services

(1)

“She does her due diligence to make sure she has done everything possible to ensure she is doing what's best for her clients.”

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Prestige Wealth Management

(2)

“I was looking for both growth and guaranty of income in my senior years but almost got locked into a level income and higher fees.”

i

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Schneider Wealth Management

(1)

“Todd and staff are great.”

i

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Waddell & Reed

(1)

“Friendly personal service that you can trust.”

i

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Noble Private Wealth

(1)

“Today, Noble Private Wealth manages our total portfolio full time in a holistic approach which is diversified into individual dividend stocks, ET Fs, and some mutual funds.”

i

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Sullivan Financial Partners

(6)

Informative

“Craig knew we were looking for a place to safely grow our nest egg without risk and he helped us develop the plan that will sustain us through our lives, allow us the freedom to do the things we want to do--like travel--and leave legacy gifts to our ...”

i

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