Investing near Carrollton, TX

13 locations found near Carrollton

“Longhorn Investments is a premier lender with excellent customer service and highly competitive offerings. Their approval process is very organized and efficient, their draws process for rehab loans is simple and they are there every step of the way. I highly recommend working with Ryan Stuckey—you’re more than just a number at Longhorn Investments!”

4.9 Superb91 Reviews

“What really stood out about Priority Gold wasn’t just their pricing (which was competitive), but the way they listened. I’m recently retired and was looking to diversify a small part of my savings into physical gold, just as a hedge. I had a ton of questions, and my account manage never once made me feel rushed. He took the time to understand my goals, my risk tolerance, and what I was comfortable with. We walked through different options and he never pressured me one way or the other. I appreciated the upfront transparency around fees and premiums. After I placed my order, everything arrived securely packed, on time, and exactly as described. It was a breath of fresh air dealing with a company that values long-term relationships over quick wins. I will absolutely continue working with them!”

4.7 Superb29 Reviews

“Closed another single family property just before Christmas with the Hard Money loan from Noble Mortgage. Worked with the loan officer Jesse Coria. It was a smooth transaction from start to finish. I have done multiple loans with Noble in the past and I always got the best service. Noble is the best!”

5 Superb31 Reviews

“Lifetime customer! Dedicated team who are results driven. Unparalleled customer service, value and experience. Have had and always will have my 100% confidence and trust on all financial planning decisions.”

4.7 Superb13 Reviews

“Great office and a great company. My investment strategist, Devante Williams is attentive, knowledgeable and very professional. It’s obvious he takes pride in providing the best service possible, whether you’re investing $20,000 or $2 Million! Coming over from another investment firm where I was essentially a number, my experience at Schwab has been truly refreshing. Only wish I had moved my accounts here months earlier.”

4.2 Good10 Reviews

“Cheryl Feratovic has to be one of the most helpful and engaging bankers I've ever worked with. I've set up and consulted a few business over the years who have banked everywhere you can imagine. Cheryl was my first experience at Comerica and I do not regret it. She is very knowledgeable, helpful, caring, and outgoing. Thanks for everything Cheryl!”

4 Good21 Reviews

“Andrew Cremé is one of the top Financial Advisors in the DFW metroplex. Whenever I have a question about financial planning or investing, Andrew is always my first contact. Very knowledgeable!”

5 Superb4 Reviews

“Nice clean office with obvious health and sanitization protocols in place. Blake Nelson helped us with our account and expanded on what we already knew about Charles Schwab.”

4 Good10 Reviews

“Patrick was very helpful and quick! I appreciated his attention to detail, thorough explanations and kind manner. He made me feel confident in my investments and trusting of his opinion.”

3.2 Average25 Reviews

“For the past ten years, my family and I have been using this Fidelity location. The staff is attentive, personable and thorough. A particular thank you to Ryder, Josh, and Troy for going above and beyond to ensure that we had all of our questions answered and our financial needs met.”

2.7 Average39 Reviews

“Elizabeth Trecartin CFP, recently reached out to me to introduce herself as my new advisor. Within 5 minutes of reviewing my account, she pointed out two items that were valuable to my financial planning that had been missed by my long term advisor she had replaced. I really appreciate her professionalism, knowledge and genuine interest in my account matters. The individual she replaced seemed to always be hurried and hard to get ahold of. Thanks Elizabeth!”

2.5 Average16 Reviews

“Great place and helpful advisors! Scheduling an appointment was very easy. The advisor I met with was very knowledgeable and helpful, but also not pushy in any way. Their app is very useful as well, and allows me to get insights at anytime and transfer in and out with no hassle whatsoever.”

2.4 Poor22 Reviews

“Jake took great care of my family and me, setting up accounts and configuring them to our needs. Feels great to have such a kind, knowledgeable partner at our local office.”

2.3 Poor18 Reviews