Investing near Colleyville, TX

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“Since 2010, my wife and I have experienced the incredible value of working with Keener Financial Planning. Jean and her team's approach isn't just about drafting a plan, it's about crafting a strategy that grows and adapts with us. Keener's commitment to aligning with our financial goals, rather than pushing products, has been a key factor in building our trust. The transition from seeking financial planning to entrusting them with managing our investment portfolio was seamless. It's not often you find a financial team that so effectively balances professional acumen with a genuinely personal touch.Recommending Keener Financial Planning comes easily to us. For anyone seeking a financial partner who prioritizes your goals and provides consistent, reliable guidance, KFP is an excellent choice. Their years of dedication to our financial wellbeing have been instrumental in securing our financial future!”

5 Superb3 Reviews

“They were basically closed when I went. One person at a time could enter and speak with a representative on a monitor. Unless you have paperwork to drop off, you are wasting time and gas by driving there. Fidelity is awesome though so still gets 5 star rating from me.”

3 Average16 Reviews

“Charles Schwab is an excellent financial advisor with a wealth of knowledge and expertise in the investment and financial planning fields. Their team is responsive, reliable, and always willing to go above and beyond to help clients achieve their financial goals. The company offers a wide range of financial products and services to choose from, with transparent and competitive pricing that puts the needs of clients first. Overall, Charles Schwab is a top-notch financial advisor that I would highly recommend to anyone looking for trustworthy and effective financial planning and investment guidance.”

2.1 Poor10 Reviews

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