Beacon Financial Group is positioned to guide clients through any circumstance and market condition with over 30 years of experience. The staff at Beacon Financial Group has been with the firm for many years. Their fully informed clients sleep well at night with confidence. At Beacon Financial Group, they work to bring focus and clarity to your financial goals. They pride themselves on their relationships with their clients. They take the time to get extensively acquainted and understand their clients' needs and goals. They strive to allow their clients to retire and live through any market condition with the right plan. Contact them to schedule a meeting.
Best Financial Services in Dallas
Handpicked Top 3 Financial Services in Dallas, 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. You deserve only the best!
BEACON FINANCIAL GROUP REVIEWS
I’ve had a great experience with Beacon over the past several years and would highly recommend their services. Unlike other financial advisors I’ve had in the past who always pushed certain products, these folks really focused on what was best for me. The team is very smart and knowledgeable - their performance speaks for itself. During this past COVID-induced market decline, they calmly told me to keep my investments in place (good thing I did!).
Members of the Beacon Financial team have lead me to double digit gains in my portfolio year after year while providing information and advice to hedge against downturns. Knowledgeable, caring, and responsive. Highly recommended.
Gus Payne has been assisting me with retirement advise and planning for years. I wish I had invested more money with Beacon over time. I could not recommend them more highly. Thank you, Gus!
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Chessman Wealth Strategies is a wealth management firm in Dallas, TX specializing in helping people in transition, such as widows, people going through a divorce, and those moving into retirement, make intelligent choices about their money. Their team provides the highest level of service for their local and national clients in financial planning and investment management. They use a consultative process to identify your current financial situation and challenges and then work with an experienced team to help you pursue your most important financial goals. Their advisors are skilled in understanding the intricacies of your situation and creating financial plans that align with your long-term goals.
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Fri: 8am - 4pm
Sat & Sun: Closed
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CHESSMAN WEALTH STRATEGIES REVIEWS
Finding a financial advisor or financial group that you can trust is always a concern, but at Chessman Wealth Strategies I have always felt that my needs are the top priority. They take time to get to know you, find out what your goals are, and work with you to achieve those goals within your own comfort level. They will monitor your success and make adjustments as needed to ensure you get the most out of your investments. Whenever I have questions or need some additional financial advice, they respond promptly. They are knowledgeable not only about investments, but also about wills, trusts, and tax planning to name a few of the other ways in which they can work with you. I feel very comfortable knowing that they will do what is best for me and my financial well being. A great group of people!
Wade, Brandon, and the entire Chessman team are beyond unbelievable. They set the bar so high and after many years, no one has come close. They are super responsive! That’s a huge win for us. And they make us feel like a partner - not a client as we work together on our financial plans. They are also super attentive, remembering special holidays, vacations, interests, etc. We feel like part of the Chessman family. And they make financial planning fun! We laugh and tease and have fun at all our meetings. We definitely recommend Chessman to anyone.
The Chessman Wealth team has provided advise and input to me in both my business and personal situation and do it in the utmost professional manner every time and in an expeditious time frame that exceeds my expectations. It has truly been a pleasure in dealing with each person of the team I've dealt with and I look forward to many more years of building a professional relationship as I rely on their services. I would recommend them to any one with wealth planning/management/CFP needs.
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The McGowanGroup Asset Management, Inc. is an investment company headquartered in Dallas. They are committed to providing experienced asset management and personalized investment planning solutions to high-net-worth families with the ultimate goal of delivering superior client profitability through service. The firm offers advice to individuals, trusts, estates or charitable organizations, limited liability companies, pension, and profit-sharing plans and corporations. At McGowanGroup, they meet with clients at least quarterly to maintain trust, evaluate performance and adjust goals. The firm's portfolio strategies and consumer education platforms are distributed via trademarked network radio broadcasts. MGAM offers each client family comprehensive performance tracking to provide precise bottom-line results from inception.
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Fri: 8am - 3pm
Sat & Sun: Closed
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THE MCGOWANGROUP ASSET MANAGEMENT, INC. REVIEWS
Peggy Abbott, She's very professional, knowledgeable, and helped me get an awesome and decent Profits! She answered all my questions and was able to walk me through the process with ease. I would recommend her services any day of the week! You wont be disappointed. contact her
Spencer is a very good man. He walks his talk and truly cares about his clients.
Top of the mark management. Highly Recommend
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