Here’s The Deal: Creating & Managing Wealth, LLC, is an independent Financial planner in Irving, Texas. Christina Winters is the firm's chief executive officer and president. Her goal is to educate her clients so they make the most informed decisions at every stage of their career. during the accumulation period, the transition into retirement, and the most critical time when managing distributions in retirement. She holds FINRA Series 7, Series 24, Series 63, Series 65, and Series 6 and has accredited Investment Fiduciary licenses and certifications. The firm offers expert guidance and innovative solutions for the retirement planning requirements of teachers and other non-profit employees. They provide clear information and powerful and thorough approaches based on your wants. They offer precise information, powerful and rigorous strategies, and options based on your needs. The team strives to make creating and managing wealth the best workplace. They provide commitment, trust, responsiveness, compassion, and knowledge to all who contact them. They also serve in Tulsa.
3 Best Financial Services in Irving, TX
Expert recommended Top 3 Financial Services in Irving, 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 CMW FINANCIAL INC REVIEWS
Christina Winters is a force. I had the privilege of attending her Leadership Talk for the Irving-Las Colinas Chamber of Commerce. Her candid approach and real world applications changed my perspective and positively impacted my business. Thanks for sharing your wisdom.
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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.
![Dominic Dougherty - Northwestern Mutual Irving Financial Services Dominic Dougherty - Northwestern Mutual Irving Financial Services](https://threebestrated.com/images/DominicDoughertyNorthwesternMutual-Irving-TX.jpeg)
Here’s The Deal: Dominic A. Dougherty has a successful tenure as a financial advisor at Northwestern Mutual, leveraging his expertise to assist clients. He believes the starting point of any financial conversation should be you, family, priorities, and goals. He'll listen to what's important to you and design a financial plan using multiple strategies to help you get where you want to be. Northwestern Mutual's clients span various industries and generations nationwide, from retirees to high-ranking corporate executives, medical professionals, business owners, licensed professionals, and affluent families. They systematically plan according to the complexity and uniqueness of each particular situation. They are highly focused on a process-driven model, which helps them uncover their clients' financial needs, goals, and concerns. They look forward to putting their passion and collective experience to work for you.
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TOP 3 DOMINIC DOUGHERTY - NORTHWESTERN MUTUAL REVIEWS
Dominic's work on behalf of clients is very professional and well thought-out. He knows the financial planning and the financial services business well...and he puts the interests and goals of clients first and foremost.
Dominic is professional, knowledgeable, and exceptionally generous with his time to answer questions or provide support.
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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.
![Paul Pittman - Edward Jones Irving Financial Services Paul Pittman - Edward Jones Irving Financial Services](https://threebestrated.com/images/PaulPittmanEdwardJones-Irving-TX.jpeg)
Here’s The Deal: Paul Pittman has been a financial advisor at Edward Jones since 1999. He is originally from West Monroe, LA, and graduated from The University of Louisiana at Monroe in 1991 with a BBA in marketing and a minor in management. Paul Pittman is truly passionate about helping his clients achieve their financial goals by understanding what is important to them. He uses an established process to build personalized strategies to help clients achieve their goals and then partners with them throughout their lives to help keep them on track. At Edward Jones, the team values personal relationships based on deeply understanding your unique financial needs. They use a solutions-based approach tailored to your individual goals and provide exceptional service. Contact them to request an appointment.
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TOP 3 PAUL PITTMAN - EDWARD JONES REVIEWS
Paul is not only knowledgeable and experienced, but he also has a genuine passion for helping his clients succeed. He regularly checks in with me to ensure we're on track and adjusts our strategies as needed to accommodate any changes in my life or financial situation.
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.