Cedarwood Financial Partners - Financial Planner: Jeremy Self - Austin (TX)

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.

Raul Garcia Called last minute and they were very helpful even though it was closing time for them, thank you for a speedy process! You guys are awesome! I give you five stars! Very friendly and excellent customer service!

Juan Posada Grace and I met Mark over five years ago. Mark consolidated our various investment accounts to make them easily accessible upon my retirement. He worked with us to attain a retirement portfolio that suited our needs. I retired this June and we could not be more pleased with Marks financial advice and support. Mark is always available to discuss and answer questions. He makes the drive from Dallas to Georgetown regularly to meet in person which I highly value. I enthusiastically recommend Mark Stoecker to anyone who is looking for a financial advisor who really cares about you and your future.

Marcus Young The Rosenthals have been our financial advisors for more than 30 years in both a pre and post-retirement capacity. The Rosenthal team (Beacon Pointe – Ft Worth) has done a superb job planning and managing our retirement assets. Their advice and counsel has always been thorough, consistent and strategically sound. Their approach has allowed our assets to grow even with fluctuations in the market. Through the years we have been impressed with their professional employees; from the friendly voice who answer the phone, to the client service support staff, to the financial advisors. The employees’ knowledge level, commitment to excellence and proactive approach, teamed with the resources of Beacon Pointe, make them truly unique. We highly recommend the financial advisors of the Beacon Pointe – Ft Worth office for your financial planning needs.

Jorge Rodriguez As soon as I walked in the office I felt really welcomed. Answered all of my questions, and also explained to me everything about how investing works. Looking forward to going back and doing business with him.