Baird Private Wealth Management - Dallas (TX)

Intake Team I have been a client with Rutherford Taylor since 1992. They have always provided excellent service. They did the accounting work for my pharmacy for 24 years and still handle all my tax returns. They are quality people doing quality work with an emphasis on professionalism.

Monty Jones Its a great bank, both of them. The one on lamar, and specially the one on loop. Mrs Julie hodges does a wonderful job. She will above and beyond to help me and others. The others staff members are just as good to me. If I have a debit card problem etc. Its handled in a great professional manner. When I got hacked, they took care of it quick. Julie does a wonderful job. Its not easy as anyone thinks it is. Great job to the staff, especially to my friend Mrs hodges.

Major Bob Seemed very friendly and was willing to work with Charitable organizations like Rotary

Raul villa I was referred to Wise Counsel’s services by a trusted friend, and it quickly became clear why. I worked with Trent Connor, one of their highly knowledgeable advisors, whose expertise and professionalism made the process straightforward and seamless from start to finish. I highly recommend their services.

Scott Mansfield Wade Chessman and Sean Phillips have done an amazing job taking care of me and my family for many years. It was my father who first recommended Wade to us when Amy & I got married over 20 years ago and we are so grateful for their expertise and the gentle way they have worked with us through the years as well as their no nonsense approach to helping us tackle our financial goals. With child number three heading to college this Fall, I can say we would have been lost without their help. Wade and Sean have been instrumental in working with my parents as far back as I can remember and it brings me a lot of comfort to know that my parents are in good hands as they continue to realize their retirement dreams. Thank you Chessman Wealth for a job well done. Amy and I look forward to all the years ahead as you help navigate our plans into the future.