Jeff is a great guy to work with. He is knowledgeable, helpful and really seems to have your best…read moreinterest in mind. The market is crazy sometimes but he takes the time to make logical suggestions while educating you as to why you should make or not make changes to your investments. I appreciate someone that seems more interested in your growth rather than making account changes for other reasons.

A true financial advisor who upholds to the fiduciary standard - putting the client's interest's…read morefirst is hard to come by. Jon took his time and got to know us and has earned our trust, we know he has our best interest in mind. His team is a pleasure to work with and always goes above and beyond expectation's when we call in with questions or if we just need to make an appointment with Jon! When my mother in law passed Jon even took the time to send something special to my grieving wife. Thank you for a job well done!

From the owner: The team behind Lake Point Advisory Group is made up of qualified financial professionals who are…read morepassionate about helping individuals and families achieve their ideal retirements.

I have been a client if Tom's for years. He is friendly, honest and trustworthy…read more I highly recommend Tom for all your tax needs.

From the owner: Income Tax Preparation, Bookkeeping and Financial Servicesread more

Rob has been my advisor for 10 plus years. He's always been very proactive, communicating with me…read morefrequently and making sure that I'm making financial decisions that align uniquely to my goals. His partnership has helped me reach my goals much sooner than I ever thought possible. A great financial advisor for anyone seeking surround sound advice from a person who really cares about the people he helps.

Bryce has been my Financial Adviser for over a decade and he's a true professional. His staff…read more(Janet and Dustin especially) are top notch and took great care of us when we needed their help moving funds around. My wife and I highly recommend Bryce and have complete confidence in him as a professional and a person.

This is an awesome place for full financial planning, advising, and investing. Our advisor, Chris,…read moreis the best ever. You're treated with respect, kindness, and care. They really have your best interest at heart. My wife and I are so happy we found them! I don't always trust people, especially with my finances, but here I have no issue at all. They have more than earned my trust! We are not large investors by any means at all, in fact we are just newbies, but they treat us as if we are part of their family! This is way different than any where else I've been. I highly recommend Money Matters. You can't go wrong here!

Horrible experience with this FRAUDULENT PLACE, especially since my mother passed away and…read morethe front desk help us unprofessional and does what they want, regardless of the clients opinions, I wouldn't recommend them to my WORST ENEMY, SEEING AS THOUGH THEY ARE FRAUDS

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Stacey Tate has been extremely helpful to me with my financial needs. I am not well versed with…read morethese matters and she knows just how to fill in all the gaps. We may play phone tag, but she is always responsive and gives full explainations as to different choices that I might have to pick from. She also makes herself available to my work schedule, which has been greatly appreciated. I would recommend her office.

From the owner: We are committed to helping retirees and those nearing retirement solve life's financial challenges…read morewhile growing and preserving their wealth. Tate Wealth Management's mission is to help retirees and those nearing retirement solve life's financial challenges while growing and preserving their wealth. Our primary focus is on wealth management strategies and comprehensive financial planning. Stacey Tate, CFP is president and CEO of Tate Wealth Management. A well-known financial planner in the Dallas-Fort Worth area, she has been helping local residents plan their retirement for more than 15 years. Her practice focuses on helping retirees and those nearing retirement protect their assets and ensure that their money lasts a lifetime. Stacey has developed a specialty in providing strong, solid retirement planning for those near or in retirement who want to grow and protect their wealth for themselves and their loved ones.