3 Best Financial Services in Fort Worth, TX

“Wilshire Consultants Inc. provides a form of one-stop shopping that includes financial planning services, brokerage services, retirement plan services and consulting, insurance services, and money management. R. B. (Rick) Wilshir is the Financial Advisor of TWilshire Consultants Inc. Tayla Wilshire joined the firm at the beginning of 2023 to provide management skills and consultation in the area of Behavioral Finance. Tayla is a Board Certified Behavioral Analyst. Wilshire Consultants found that a team approach can be an effective method to help clients who have a wide variety of needs as through a complex financial services world. They invite you to check out all the material on their website. If something prompts a question, please send them an email or call the office.”

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“Redwood Financial is an independent investment planning and management firm focused on helping you build and protect wealth. Their mission is to help clients build and implement financial strategies that endure over time. They can create an investment plan designed to reflect your plan of action. Innovative strategies and a hands-on approach are what make Redwood Financial a place for building, customizing, and managing your financial future. They can explore various investment products and services and select an option based on your goals while adhering to your risk tolerance and personal investment philosophy. Their focus is to help clients achieve their financial goals and feel confident, connected, and in control of their financial lives.”

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“Haber Wealth Management's primary focus is to provide unbiased opinions that are designed to help achieve long-term investment results. Tricia Carter Wood is the founder of Haber Wealth Management. She is licensed as a Life and Health Insurance Agent in Texas and holds Series 7 and 66 securities registrations, as well as Medicare Certification. She is active in various organizations, having served on the boards of the Ronald McDonald House, former board president of the Aledo Education Foundation, The Parenting Center, and Samaritan House. She is currently on the board of the Cameron ISD Scholarship Foundation and is President of Osaic’s Women Advisory Board. Haber Wealth Management wants to get to know clients to help them make the best decisions possible. After all, with different careers, life paths, and goals, clients need advice tailored to their situation. That's why the team seeks to simplify the complex while also providing a level of service rarely seen in the financial industry. They will meet with clients to present an analysis and discuss recommendations.”

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