Best Financial Services in Denton

Delaine Moore & his team are extremely professional. He turned what could have been a bad experience into an extremely pleasant one. He has knowledge of things no one including my attorneys knew about. He looked out for my best interest over everything. I would recommend them to anyone seeking financial help/advice.

Delaine is such an amazing person and I highly recommend coming to him. I didn’t know much about investments but after being referred to him it has helped greatly. If I had known about investing and saving in the past, things would have been way easier for me. I have referred some friends to him and they’ve all had a great experience and very please.

My husband opened an Edward Jones investment account for me a few months ago. The account was a birthday gift to me. He also have me a card with my new financial advisor(Delaine Moore's) name on it. Under the watchful eye of my financial advisor. My birthday gift has grown over 400% .I highly recommend Mr. Moore to anyone who needs financial services. He is very professional and he took time to make sure I understood the process.

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Kyle Eaton gave me great advice and he was not just trying to sell me something like I have found with some financial planners. I have found it hard to find someone in this industry who you feel you can trust and not be sold products you may or may not need, and I had total confidence that Kyle only had my interest in mind during our conversation. I recommend contacting this firm if you are looking into financial planning.

I have been with Relevance CM for over 20 years and they have been great. They helped me with my financial goals while working making sure my work 401K did not create an improper balance of assets with what I had invested with them. Their hard work and financial strategy allowed me to retire early and without future financial worries. It is worth your time just to talk to them.

Kyle Eaton took the time to meet with me and review my financial plan. I appreciate the help, advice, and working with a non-biased financial expert. Thank you and I will recommend others to reach out to you as well.

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I just have to give credit to any man that will go out of his way to help you reach your financial dreams and protect your assets! Jay Lancaster is that man! He met with me and gave lots of tips and advice just to make sure that I was prepared and he did this all to build a relationship before I even gave him a penny! He is very trustworthy and honorable and now he is part of my family! He has prepared me for the future I have dreamed of that I didn’t think would be so easy to achieve! He is brilliant with ideas on how to developer employee retention plans as well as employee retirement accounts! He helped is with insurance for key role employees! We didn’t even think about this until we did our initial visit but we know now that losing a key employee or manager could be detrimental to the continuation of our business! A big thank you to Jay for everything you do for us at CrossHope!.

I want to recommend Jay Lancaster to anyone that is looking for a true professional in planning their financial goals and savings. Jay has been great to work with and has done exactly everything he’s told us he would do down to every last detail. My wife and I are excited about our future with Jay and his company.

They guide their clients through a planning process that helps to remove the mysteries around investing, insurance and wealth preservation.

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