3 Best Financial Services in Mesquite, TX

“Brad Weddle is dedicated to helping people create and preserve wealth. Brad helps to manage your money so that you can spend more time with your family and friends enjoying your leisure time. As a financial professional, he is committed to helping people just like you create solutions for their retirement assets. Once he understands your risk tolerance, time horizon, and goals, he will work diligently to develop a program that carefully balances investment strategies with preserving principal. Brad Weddle works closely with his clients to evaluate those opportunities and get in position to reap those rewards. He enjoys helping people build a solid financial foundation for the future. Brad Weddle offers a free consultation.”

“Nick C. Lamb is a Senior Vice President at Primerica. He has 38 years of experience in the financial industry. He knows how to satisfy the financial needs of his clients. Nick C. Lamb specializes in investments, savings, and term life insurance. He provides the best solutions for families to achieve their financial needs and goals. In addition, he can help you develop a complete, tailored strategy and determine realistic plans to achieve your goals. Primerica has been committed to helping families, and their 130,000+ licensed and trained representatives have approximately 2.5 million client accounts.”

“Unity Financial Services aims to understand your needs, wants, and long-term goals. Jim W. is the president and owner of the firm. He is a Certified Financial Planner® and a Certified Senior Advisor®. He completed his Bachelor of Business Administration (BBA) in Accounting from East Texas State University and an MBA in Finance from Southern Methodist University. Unity Financial Services provides personalized help from an experienced team, and you have access to expertise, specialists, and insights to reach your own specific goals. Their mission is to offer the best financial services based on your needs, desires, and long-term goals. They want to help their clients develop, implement, and monitor a strategy designed to address their situation. Their commitment is to utilize all of their resources to help you pursue your goals.”