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.
3 Best Financial Services in Arlington, TX
Expert recommended Top 3 Financial Services in Arlington, Texas. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 PALADINI FINANCIAL MANAGEMENT REVIEWS
I have entrusted my practice and personal finances with Paladini Financial Management since 2014. I could not imagine working with anyone else. I had a very bad impression of financial planners after leaving Cain & Watters and they completely turned me around. I completely trust their advice and they have helped me achieve things I could not have done on my own. Wendy Kelly has been invaluable with her advice and a variety of topics ranging from personal finance, to practice administration and even staffing issues. My practice and personal finances are stronger and healthier because of her. The combined experience and knowledge of everyone at Paladini Financial Management is amazing. If you are looking for a financial planning firm that will go above and beyond, look no further.
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.
We have worked with Paladini over the last few years and it's been an amazing experience! Wendy has become a trusted advisor and constantly provides valuable insight, cost savings, and planning strategies that make a meaningful difference. We highly recommend and spread the word whenever someone is looking for a partnership that balances both reaching short-term goals while achieving long-term goals.
Highly recommend! - Alan
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
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.
Specialty:
Contact:
Working Hours:
TBR® Inspection Report:
TOP 3 JAMES WATKINS JR - PRIMERICA REVIEWS
They were very thorough and they explained everything to me no matter how many times I asked. The atmosphere made it feel like I was talking to family.
James Watkins can only be describe in 3 words : Compassionate, Great Listener, He's A Life Changer.
James has always made sure my family is taken care of when it comes to making sure we’re covered.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
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.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 TRAJAN WEALTH REVIEWS
Michael Collins and his team have been Awesome! They explained our choices very thoroughly and answered all our questions without hesitation. Working with them has been excellent and my wife and I are extremely happy with the experience and look forward to working together with Trajan Wealth and Michael's team.
Just want to shout to Trajan Wealth great job guys. I have been very pleased with the out standing service. Mr. Collins keeps me very informed and updated concerning my accounts good communicate is important. Will recommend to family and friends.
Micheal Collins and his team have been so great. The experience of working with them has been wonderful and I’m very, very happy with my retirement growth as well.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.