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Texas Financial Advisors
Votre partenaire de confiance pour la croissance et la sécurité financière.
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Business
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Votre partenaire de confiance pour la croissance et la sécurité financière.
Texas Financial Advisors est un cabinet de conseil de premier plan situé à Dallas, spécialisé dans des services de conseil financier personnalisés. Avec une note parfaite de 5 étoiles de la part de clients satisfaits, l'équipe, composée de conseillers expérimentés tels qu'Austin Shoopman, Madeline Fulwood, Matt Falt et Jason Sullivan, s'engage à fournir des solutions sur mesure qui s'alignent sur les objectifs financiers individuels. Ils offrent des conseils d'experts en investissement, en planification de la retraite et en gestion de patrimoine, veillant à ce que les clients se sentent informés et confiants dans leur parcours financier. Texas Financial Advisors s'engage à permettre à ses clients d'atteindre le succès économique grâce à un service professionnel et courtois.
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Note globale
kevin leach
Austin Shoopman and Madeline Fulwood are just amazing! They've been nothing but professional, courteous, and most of all patient with me as I get introduced to the world of financial investing. They've bent over backwards to accommodate my hectic schedule, and have been very informative with the information that I didn't know that I needed!! What a duo! big kudos to them! I'd highly recommend both of these wonderful people to help you with any of your financial and economic aspirations.
Justin
Matt has demonstrated exceptional performance in a remarkably short period of time, surpassing the results of any advisor I have previously engaged. He has exceeded my expectations and earned my full confidence in the guidance he provides.
jerome
I was contacted by Abri Dillard a few months ago about my 401k accounts. After the presentation by Abri & Matt, I decided to move 2 of my 401k accounts over to Texas Financial Advisors. If you are looking for good 401k/financial advice, I recommend Abri. Thanks Curtis
Bart Lee
I have to say there is more to TFA than Matt Falt! In 2024 I spoke with Jason Sullivan going over an introduction to Texas Financial Advisors. At the time I was not looking to completely alter the majority of my my retirement to a new fiduciary. Jason put me at ease enough to take a meeting with James Carlson. We spent a significant time on Teams meetings as well as meeting in person to come up with a well thought out plan. I had been riding Edelman Financial Engines and just going with the flow for over a decade. Both James and Jason listened to my concerns with the economy and how I was willing to make less interests, but not lose money. Edelman never provided this type of detail. When they reviewed the International Funds they quickly pointed out I was still invested in countries that were still in a downward spiral. They presented a plan keeping me diversified, but focusing on areas less volatile. In October James suggested I move funds to a more conservative option out of concerns with the likelihood of tariffs, but the money would still double in 10 years. I was hesitant to step away from the double digit 15%-18% interests rates we had all been seeing for years, and I am so glad I trusted them. I am currently up $150k that I would have lost (on paper) had I remained with Edelman. While I have friends freaking out looking at their savings I can breathe easy. James helped me determine that I currently had enough put away to live my current lifestyle and still have funds to pass on in death. Having James Carlson to spend the time to listen and plan my future is great. I also had money at Edward Jones and their fees are double as what I am seeing at TFA. I am now in the process of moving those funds to TSA as well. I wanted to wait a while before posting a review to be sure I was getting actual results and not just another smooth talker. James and Jason have backed up what they predicted. They earned my respect so now I feel safe recommending to friends and family.
Sandra Jalbert
I have been working with Matt Falt at Texas Financial Advisors for almost two years now. He is the best! Matt is truly invested in my goals and has assisted me in achieving them. He is a thoughtful listener and very engaged. He takes the time to ensure that I understand the strategy and how the strategy will assist me in meeting my goals. I had set an end of year goal for 2024 and have already exceeded that goal with Matt's help. He truly feels like a member of my family and makes me feel very confident that my money is in great hands. He is available any time I have a question. I greatly appreciate all that he has done for me and highly recommend him if you are looking to grow your investments and drive yourself to a successful retirement.
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Des stratégies sur mesure pour faire croître vos investissements et atteindre vos objectifs financiers, avec des conseils détaillés sur la diversification et la gestion des risques.
Planification complète de l'épargne-retraite, y compris les transferts de 401(k) et des options prudentes pour sécuriser votre avenir.
Séances individuelles pour écouter vos aspirations, définir des objectifs réalisables et élaborer des plans économiques à long terme.
Analyse professionnelle pour naviguer dans l'incertitude économique, en mettant l'accent sur des secteurs moins volatils afin de protéger et développer vos actifs.
Conseil transparent axé sur le client avec des frais plus bas que ceux des concurrents, en veillant à ce que vos intérêts soient prioritaires.
