Baird Financial Group - Dallas (TX)

Arnold Carpentier Marcus, the manager is a very great gentleman. He Help me out a ton and the two girls working there as well. I appreciate the service you all provided !

Jackie Callahan-Lamar Adria, Shannon, and Amber were very friendly and gave me great information about there loan process and how it works.

Librado Sowell Benjamin is a great financial advisor who is exceptionally well-qualified and brings a rare combination of expertise, integrity, and strategic insight to every client relationship. With a strong academic background in finance and years of hands-on experience navigating complex markets, they have a proven track record of helping clients grow and protect their wealth. Whether it’s retirement planning, investment management, or tax-efficient strategies, they approach each financial situation with precision and care. Their ability to simplify complex financial concepts and tailor solutions to individual goals makes them a trusted partner for anyone looking to secure their financial future. Simply put, they are equipped to handle anyone’s money with confidence and skill.

Nancy Pohl Fast and easy. No problems.

Heather Thomas I have heard great things about this company. I decided to ask them to help me with my taxes. They were very fast and friendly. I was very pleased with the service they provided. I plan on using them to help me catch up with my previous year tax returns as well as next year. Thank you Portland Financial.