Belonging Wealth Management - Fiduciary Financial Advisor - Longview (TX)

5 /5 K Doggett: Brandon and Den were great in helping my wife and me create a retirement plan. They helped us compare several different scenarios and detailed the pros and cons of each. We look forward to working with them again in the future.

5 /5 Rita Hogan: I always thought we were doing everything we were supposed to do to prepare for retirement until my husband read a book that discussed taxation during retirement. We always saved as aggressively as we could and we used a “ professional financial advisor”. I used quotations marks because we weren’t actually advised on anything with that other company. After reading the book, we did a quick Google search and called Belonging Wealth. In the first meeting with Brandon and Den, we received more ADVICE than the previous 15 years with a different company. Brandon and Den are always willing and able to answer any questions and provide answers to questions we had not even thought of. Retirement planning is more than figuring out how much money you need each month, there are strategies that need to be discussed and considered and Brandon and Den are the BEST! Do yourself a favor and call them as soon as possible. My only regret is that we didn’t find them sooner!!

5 /5 Donnet Evans: Belonging Wealth is an amazing company. Den and Brandon are so easy to talk to and ready to answer all our questions. We are so comfortable with them managing our wealth.

5 /5 Curtis Gray: I’ve been in the National Guard with Brandon for a long time. We deployed together in 2017, and he helped me with my 401k while we were gone. Does a good job explaining things and takes the time to make sure I know what’s going on. He’s in Longview Texas and I live Arkansas but I hired him to be my advisor because I know he’s taking care of things.

5 /5 Robby Griffith: Ive been working with Brandon & Den about a year before I retired in 2022. I had so many questions about my retirement pension and 401k. I was really stressed out about this life changing event. I was looking for a fiduciary financial advisor to give me some direction. I just cold called them and set up a meeting. I didnt know anything about them and they really put me at ease. They asked me many questions and laid out a couple of different plans. That was really helpful, but its what happened in the months and years after those initial meetings that make a difference. As questions and events popped up, they were always there to fully answer and explain, and sometimes just talk me off the ledge when the TV financial news made me jittery. I cant say enough good things about them. They make me feel like Im never bothering them. I can see where they are always monitoring my accounts and putting me in a position to benefit. I have complete trust in these two very smart guys. Retirement and financial planning is scary to think about, but I feel Im in good hands. Putting your money in someone elses hands makes you nervous, but I trust these guys. Simply put, I feel they know what they are doing. My monthly investment statements reflect that too.