3 Best Financial Services in Fort Worth, TX

I’ve been a client for several years and have always experienced the best customer service! They are extremely attentive to my needs and always extremely responsive.

Do yourself a favor and call to set up an appointment! Fantastic, client centered service from wonderful people! I will be a client for life!

Excellent client-centered service; knowledgeable, and considerate of my interests and long term plans.

Tricia.....Geez, not sure where to start. She is a wonderful person. She and her office staff are extremely professional. I became acquainted with Tricia when she worked for another institution. Am very thankful to have her as a financial advisor. She gave my wife and I confidence in a retirement plan that allowed my wife and I to retire early. If you are seeking sound financial advice I definitely recommend Tricia at Haber Wealth Management. I would also like to comment on a previous review from Gigi Love. I know nothing about her interaction with Tricia other than whats written in Gigi Love's review. But if you read the review it is obvious to see that this Gigi Love is not a client of Tricia. Also Gigi obviously does have any right to any information from Tricia about her fathers trust or will. I would be willing to bet that Gigi had already called Tricia trying to elicit this information and was turned away. Failing that, probably resorted to writing a letter and was rightly rebuked. Any financial adviser revealing a clients information to a third party would be guilty of a breach of their fiduciary responsibility. Tricia refusing this request for information is just another sign of her professionalism.

Tricia and the rest of the team at Haber Wealth Management are intent on delivering an excellent client experience. Their professionalism and preparedness for each meeting is second to none! They are very clear upfront in setting expectations, and they make it very easy to understand complex financial planning software so clients can easily see if they're on track to meet their goals. I cannot say enough good things about Tricia and the team!

Tricia and the team at Haber Wealth are awesome! When looking for a financial advisor, you want a high level of expertise and competence. Tricia blows the roof off with her knowledge and understanding of my situation and the solutions. It is just a nice bonus that she and her team are all so super sweet and kind. Highly recommend!