Financial Resources - Denton (TX)

Vicki Scott Ed and I met Josh over 10 years ago at a UTA seminar on Social Security and Retirement. SWMG has been managing our investments since that time. Josh, and his entire staff have all been great to work with during this time and provide peace of mind when dealing with changes of any kind. We would definitely recommend them for any financial management you might need.

Rachelle R. Vetter I’ve been banking w this bank for over 45 years, and moved to Fredericksburg, TX a year ago. I have since been doing my banking at this location, and David and his staff are TOP NOTCH! They provide the customer service in banking that I am accustomed to, and I wouldn’t go anywhere else for my banking needs! I cannot recommend the bank enough, and David is exceptional!

Wes Larimore We highly recommend Cody. We have used Cody at Steadfast Wealth Planning for many years. We have found Cody to be very professional; he takes the time to educate and explain to us why he is making the recommendations that he is. If were not able to meet in person, setting up a zoom is always an option. He is approachable, educated, has integrity and just an all-around nice guy.

Shelby Saul We recently met with Connor Copley, and what stood out the most was his dedication and integrity. He took time to work outside regular hours with us. He remained professional, courteous, and thorough throughout. We never felt rushed; instead, we felt heard, supported, and confident in our decision. We couldn’t be more appreciative of his outstanding service and personal commitment—and strongly recommend him to anyone seeking knowledgeable, financial guidance.