Investing in Dallas, TX

7 locations found near Dallas

“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

“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

“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.”

4.3 Superb9 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

“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