3 Best Financial Services in Arlington, TX

“Cerity Partners continually seeks strategic opportunities to expand the breadth and depth of their firm to meet the evolving needs of their clients and to provide diverse perspectives and insights. Their advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations. The collective experience and knowledge of more than 1,200 colleagues in over 50 offices across every wealth management discipline position Cerity Partners to deliver on its commitment to positively impact the financial lives of their clients. Schedule your complimentary 30-minute discovery call so Cerity Partners can understand your unique financial and life goals and match you with the advisor best suited to help.”

“James Watkins Jr. is a licensed financial representative at Primerica. He became a Primerica Financial Representative because he wanted to help his neighbors and 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 need assistance with 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 his office doors. He strives to treat each customer with respect and integrity.”

“Trajan Wealth is custom-tailored to your specific goals and timeline, ensuring a personalized and effective financial plan. Jeff Junior is the founder and CEO of the firm. Trajan Wealth offers guidance on many financial goals, including strategies for lifetime income. They offer small business financial services, ranging from 401(k) plans to business legacy planning. They always act in your best interest, and their advisors are not dually registered as brokers. They offer exceptional service and low costs so that you can concentrate on what truly matters, your future. They document your goals, schedule regular evaluations to track progress, assess performance, and make adjustments as needed based on life changes. They will be happy to answer any questions you may have and help schedule your complimentary consultation with one of their Fiduciary Advisors.”