Clearfork Financial Planning - Fort Worth (TX)

Irma Bishop Gold Great service Melissa was amazing. From start to finish she answered all my questions and made me comfortable about getting the loan .Highly recommend

Janet Gordon I’ve been a client of ACT Wealth Management since the firm opened 13 years ago. They handle multiple accounts for my entire portfolio. I would not consider using anyone else. I’ve been burned in the past by “brokers.” ACT’’s integrity, attention to each client’s individual needs and immediate access to a great staff are just a few of the reasons I highly recommend this firm.

Wallace Bibb Bea at the Baytown Branch went above and beyond to help me with a difficult situation. I really appreciate what she did to help. I don’t think many people would have taken the time and effort to resolve the problem as she did. Thank you for having such a skilled and caring employee. William Bibb

Jenny Flores This is branch sets the standard for professionalism communication and service. I highly recommend them, for all your banking needs, specially in the commercial sector.

Barbara White Thank you Steve Shelvey for being our advisor with Trajan Wealth. He has been very helpful with explaining the plans and investments for our future investments. He is very knowledgeable and listened to our desires regarding our future. Looking forward to seeing growth in our future.

Leslie Jasso Super friendly and great customer service! I didnt know about this place till I met one of the girls on an Uber ride and she told me about this thank you again!