What Clients Are Saying Clearfork Financial Planning (GG)
5 /5 David Nagy: The team at Clearfork has been fantastic. It was our first time with an advisor and they have been great to work with. Highly recommend.
5 /5 Justin B: We recently meet with Mike and Steve to help move a couple of 401ks and discuss retirement planning. A very professional team that listened to are needs and guided us through various options to meet are short and long term goals.
5 /5 Carol Head: You receive personal attention to your needs.
They explain every step in detail.
They check up on you AND make sure YOUR needs are being addressed.
5 /5 A.J.: Good folks. Enjoyed meeting them. Very knowledgeable and helpful reviewing our financial requirements and providing options for the best way forward. Thanks again.
Chunlei Li This bank did not tell you when you opened a new account that it would charge you monthly service charges. Normally, debit cards do not charge any service fees. This is very bad.
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.