North Texas Wealth Management - Allen (TX)

5 /5 Don Sivley: Every member of the team that I have worked with at NTX Wealth has been so great and supportive! I don’t have the desire to manage all the complications related to my retirement accounts, and plan to open a regular investment account line when it’s time for me to take my required distributions. Rob is my advisor and he’s someone you just enjoy talking to, and answers all of my questions well. I trust NTX Wealth to make good choices for my investments and highly recommend the team!

5 /5 Tricia Gruzins: John is a great financial advisor. He is thorough and very knowledgeable. We are very happy with how he takes care of our financial accounts, He is also a brother in Christ .

5 /5 Drew McBryde: I have been with North Texas Wealth Management for over 10 years and they are fantastic! I always feel they are looking out for my best interest. They listen well and customize a solution that meets my needs.

5 /5 Mike Nelson: Been with this group since 2018. Known of them through friends since the mid 1990s. Before I retired they were the first financial team I talked to and they have taken care of my retirement ever since. I trust them, my wife trusts them. I appreciate that they first get to know you and what you want in retirement. They know the questions to ask and work with you to get a realistic plan and expectations.They know how to maximize what you have to get you to your plan. What I really like about them is they care, about you and your finances. Theyre there to help you along, make recommendations, and listen. They are smart, helpful, and they treat you like family, not a number. It may sound corny to some but they send you Christmas and birthday cards every year. I like that. When hiccups arise, they dont panic, they dont hold judgements, they help you get to where you need to be. I can truly highly recommend them.Talk to them first or last on your list of financial advisors, but talk to them. It would be worth your while.

5 /5 Tim Flanigan: I met with North Texas Wealth Management for my annual Financial review. I was greeted by the office manager at the reception desk and new immediately I was in the right place. Rob Cody was notified, and in just a few minutes we were reviewing this years progress. The investment strategies that Rob and Michael Crews and the whole teem have put together has really paid off. Its great to feel financially secure for the years ahead. I have complete faith and trust in the teem at NTWM. I look forward to working with North Texas Wealth Management for many years to come.