Paladini Financial Management is a well-respected financial company based in Arlington. The Firm was established by Matt in 2006 to offer unbiased and personalized financial advice to clients in a highly personalized manner, catering to their unique planning requirements. They offer a wide range of services that can be tailored to suit your financial requirements. The firm specializes in offering specialized services to its retired clients, focusing on distribution and estate transfer planning. They work closely with you to create both short-term and long-term strategies that safeguard your resources, optimize investments, and ensure future security while considering your comfort level and risk tolerance. At Paladini Financial Management, they take pride in their client-centric approach, offering services under a fee-for-service relationship. They collaborate directly with you to construct a diversified portfolio that aligns with your risk and return objectives.
3 Best Financial Services in Arlington, TX
Expert recommended Top 3 Financial Services in Arlington, Texas. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
PALADINI FINANCIAL MANAGEMENT REVIEWS
As our successful, established dental practice grew and evolved over the years, it became apparent that we needed to seek the guidance of a financial planner. It was crucial that we find a professional that was not only attentive to the fine details of personal and practice finances/assets, but also exuded an energetic, positive, and vibrant personality. After meeting Wendy Kelly, CFP at Paladini Financial Management, we never looked back! We've been working with her for years now, and have recommended her to other practices as well. Wendy has a financial plan for every aspect of life, and makes it so simple for us not only run our practice, but to thrive personally as well. She makes herself available for questions any time. We enthusiastically recommend Wendy Kelly!
We have been working with Paladini Financial Management and particularly Wendy Kelly for the last 4 years. Wendy and her entire team has been wonderful to work with and we are so thankful to have this team in our personal and professional lives! Wendy has tremendous experience, valuable expertise and great attention to detail! She is able to adjust and guide us throughout the different stages and changes of our personal and professional lives. Wendy has been able to work in pair and guide our accountant, practice administrator and managers accordingly. We love working with her and she is a fun, caring and genuine person! We highly recommend Wendy and her team at Paladini Financial Management.
We’ve been working with Paladini Financial Management for a few years now and have had a great experience! Wendy is knowledgeable, genuine, prepared, and such a joy to work with! She gives great advice that includes several different options. She is responsive, trustworthy and a breath of fresh air! I highly recommend Paladini!
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Jack D Webb is a highly regarded financial advisor affiliated with Edward Jones. He obtained his Bachelor of Science degree from Oklahoma State University. Alongside providing exceptional service to his clients and community, Jack has actively taken on leadership roles within the firm. Even before becoming a limited partner at Edward Jones, he demonstrated his leadership abilities by assuming responsibilities such as serving on the North Texas hiring team and acting as the region's field training leader. Edward Jones, the investment firm Jack is associated with, strongly believes in the value of face-to-face conversations when it comes to addressing your financial goals. They specialize in assisting clients with retirement planning, education savings and ensuring they make informed decisions to optimize tax benefits.
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Fri: 8am - 3pm
Sat: By Appointment
Sun: Closed
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JACK D WEBB - EDWARD JONES REVIEWS
Jack and his team has taken incredible care of our family. It is rare that a financial advisor will put the needs of the investor over the commission, but Jack certainly did. Plus, he TRULY wanted to get to know who we were. We will always be going back to Jack from now on.
Jack is the best.. hands down. He does a great job with couples and understanding your personal comfort level with finances.
Highly recommend Jack Webb to anyone looking for local wealth advisors in the DFW, who are honest and client-focused.
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Callaway Financial Services, LLC is a renowned financial services provider Located in Arlington, Texas. With over 42 years of experience in the industry, the firm has established itself as a trusted name. They conduct regular reviews of their client's financial plans, making necessary revisions to ensure optimal performance. Callaway Financial Services offers a cutting-edge wealth management system that leverages advanced technology. In addition to their individual client services, the firm also works with employers' retirement plans, providing consultation, investment advisory services, and employee financial wellness and education programs. Their approach is tailored to each client's unique needs, recognizing the importance of individuality. The team at Callaway Financial Services collaborates closely with their clients to create the most suitable financial strategies, ensuring they align with their client's goals and preferences.
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Sat & Sun: Closed
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CALLAWAY FINANCIAL SERVICES REVIEWS
I highly recommend Callaway Financial Services for all your financial service needs. The team is highly-trained and knowledgeable, and has only your best interests in mind. They'll provide you with a strategy tailored to your unique goals and needs, there are no cookie cutter plans. With Callaway Financial Services you’ll be sure to sail smoothly to your planned financial destination.
A great man with a great service.
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