3 Best Financial Services in Arlington, TX

Here’s The Deal:
Paladini Financial Management is one of the leading financial firms in Arlington. Matt Paladini founded the firm in 2006. At PFM, they pride themselves on serving their clients under a fee-for-service relationship. This structure allows them to sit on the same side of the table as their clients, objectively considering their financial options. They receive no third-party commissions, sales loads, or back-end fees, removing conflicts of interest that could influence an advisor’s recommendations. They offer highly customizable services spanning a complete range of financial planning needs. Their fee-only structure and a genuine commitment to client success are pivotal to their long-lasting client relationship. They work directly with you to construct a diversified portfolio that implements the risk and return requirements.

Here’s The Deal:
James Watkins Jr is a licensed financial representative at Primerica. He became a Primerica Financial Representative because he wanted to help his neighbors, the residents of Arlington, and the surrounding communities with their financial and life goals through a personalized investment strategy. His highest priority is to create value and peace of mind for his clients. Whether you are interested in financial services, investment services, or term life insurance, he can help you find the financial solutions that meet your needs. He prides himself on providing excellent customer service to everyone who walks through my office doors. He strives to treat each customer how he would want to be treated – with respect and integrity. He welcomes Arlington residents to call or visit their office to see how they can help them achieve their financial goals and dreams.

Here’s The Deal:
Trajan Wealth is a well-known financial planner in Arlington, Texas. Jeff Junior is the founder and CEO of the firm. The team presents you with a customized portfolio and recommended options to protect you financially. Their clients prepare for retirement with custom wealth management solutions. As Registered Investment Advisors, they have the experience and knowledge to help navigate the ever-changing economic landscape. They dedicate the time needed to listen to your goals and educate you on your options. They are committed to assisting clients in remaining on track today to accomplish their goals in the future. They document clients' goals, schedule regular evaluations to assess their progress, evaluate their performance, and adjust their approach as necessary in response to life changes.