3 Best Financial Services in Mesquite, TX

“Brad Weddle is dedicated to helping people create and preserve wealth. The key to his success is his personalized approach to assisting clients with selecting the right financial products to suit their needs. He is well-qualified to help his clients. He attended a rigorous academic program and passed a comprehensive exam to earn the prestigious CERTIFIED FINANCIAL PLANNER professional certification. Brad Weddle holds FINRA registrations Series 7, 24, and 63 with LPL Financial. Brad Weddle and his team believe that their teamwork approach adds a broader perspective to all they do and increases benefits to their clients. Their experienced professionals have helped people like you with similar issues and concerns. They can help you create an approach designed to address your situation. Brad Weddle offers a free consultation.”

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“Nick C. Lamb is a Senior Vice President and financial planner at Primerica. He has 38 years of experience in the financial industry. Nick C. Lamb knows how to fulfill the financial needs of clients. Whether you are interested in financial services, investment services, or term life insurance, he can help you find the financial solutions that meet your needs. He became a Primerica Financial Representative because he wanted to help his neighbors, the residents of Mesquite, and the surrounding communities with their financial and life goals through a personalized investment strategy. Primerica is committed to helping families through their 130,000+ licensed and trained representatives and has approximately 2.5 million client accounts.”

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“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 BBA in Accounting from East Texas State University and an MBA in Finance from Southern Methodist University. The team at Unity Financial Services specializes in creating an approach designed to address your situation. Their teamwork approach adds a broader perspective to all they do and increases their clients' benefits. They want to help their clients develop, implement, and monitor a strategy to address their situation. Their commitment is to utilize their resources to help you pursue your goals.”

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