Dawson Private Wealth - Allen (TX)

5 /5 Sherrilyn Price: Steven Dawson was recommended to us when we were clueless about how to handle my mothers financial accounts when she became unable to handle them herself. We quickly realized he would be a great asset in getting our own accounts in order. Steven and his team take care to know the individual first, then take equal care to fit investment strategies to the individual needs and preferences. He is thorough in covering all details and ensuring that we are well-informed and confident in all decisions and actions. We connect with him as an advisor, a Christian, and a friend.

5 /5 Kanene Ubesie: Great set of gentlemen who absolutely know how to not only sustain your wealth...but also how to grow your wealth. I am a surgeon with high earning history and potential. I needed well educated and advisors of high expertise that could organize my earnings and investments into easy to understand plans. I also needed advisors to quickly assist me in building my wealth in a way that I can focus on living my life comfortably outside of working while still building wealth to the point where I did not NEED to work, but CHOSE to work. The office space is elegant and well structured. They are all professional and care about you as a person...not just your finances. They are transparent and honest, which can sometimes be tough for the client who is not doing well financially...but their honesty give you a sense of protection and adds trust that they will handle you and your finances well. You will NOT be disappointed with them!

5 /5 Nina Turner: As a CPA, I have been really pleased with the services offered by Dawson Private Wealth. They take a personalized, hands-on approach to financial advising. They pride themselves on educating their clients and empowering them in taking charge of their finances. Their knowledge and professionalism is top-notch. I highly recommend!

5 /5 Liz Barnes: My husband was a client of Steven Dawson for many years. Upon his death, the responsibilities of a financial future fell to me, and Steven, along with his staff, has made the transition easy and flawless. Steven is so personable and knowledgeable - I know that I am in good hands, as I know that he has my best interest and financial future at heart. His entire staff has been so welcoming, caring, and helpful. Steven makes himself available, and he is very easy to contact when I have questions. I am so very thankful that my husband chose Steven Dawson, and I will continue to use his services for many years to come. I cannot thank Steven enough for being there for me during a very difficult time.

5 /5 ralph harris: As a retired engineer, I originally kept all my assets managed through Fidelity. As I approached retirement, I begin to realize that I wanted more of a customized approach to my retirement. I also wanted a personalized relationship with a team that understood my family’s needs and aspirations. I desired my assets to be better allocated and balanced. Dawson and his team have put my family and I in a better situation where I now have more confidence in my retirement planning. I like the fact that they were not salespeople or pushing any specific product but they just took time to listen and understand what was important to me.