Investing in Dallas, TX
24 locations found near Dallas
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“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.”
Investing
“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.”
Investing
“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.”
Investing
“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!”
Investing
“If your looking to invest in precious metals, contact Priority Gold.I experienced great customer service from the California and Texas offices! Very educated and professional staff will answer all your questions to ensure you purchase the right products for your investment portfolio.Thanks again...Derek”
Investing
“I've been with Corda/Dallas for almost 10 years now. I've been in the market since 1970 and have done my own research, used various stock brokers, and one other advisor. Besides the standard qualities of Professionalism, Quality, Responsiveness, Value, my experience with Corda also has shown a great concern, like a mother or father level concern, for my specific situation. Like all advisors, they have a specific strategy that is refined on an ongoing basis to match the sometimes wild fluctuations of the ever changing market. Corda has always provide superior service and has been able to explain the logic and reason for why buy this or why sell that. I was a commercial airline pilot when working and by being here writing this review I can unequivocally say that I matched every successful takeoff with a successful landing. Ted Williams is the last MLB player to complete one year with a batting average over .400. That means he was successful 4 out of 10 time coming to bat. I review my Corda account regularly and if viewed on a 10 year timeline, the trend is UP, UP, UP. And that is with taking yearly distributions. When viewed on a shorter timeline, it's normal to see some downtimes, like Oct 2023. During these times, Corda has ALWAYS been available to explain the big picture.”
9:00 AM - 12:00 PM
15216 Montfort Dr, Dallas
Investing
“2019 Yelp 120 Challenge #9 This location is very clean. I've had the pleasure of coming her serval times and it has always been a short wait. The drive is rather quick as well. There is plenty of open parking out front and plenty of associates inside. If I am ever in hurry and need a quick in and out, then I will be definitely coming to this location.”
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“I have had the most amazing experience at Regus over the last year. I am an entrepreneur, and needed a space to start my business but did not have a ton of capital for an office. Regus has fit my needs ideally. Christina at the front desk is a dream! She always has the most cheerful disposition and is very eager to help you with whatever that you need. Regus very lucky to have Christina! I would give six stars if I could, and would refer Regus to anyone who needs office space without the commitment of a long term lease.”
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“Longhorn Investments YOUR AWESOME! I would like to give a shout out to my lender Cheryll Ramirez as she was totally great during the entire process! she always took my calls answered my 1001 and questions and made this process extremely simple.I highly recommend Cheryll and Longhorn Investments for all your Hard money lending.Thank youDaniel”