Regional Finance - Fort Worth (TX)

Kylie Nutting I had a fantastic experience working with Lucinda and Brad. They are incredibly knowledgeable, efficient, and well-organized. Their expertise made the process smooth and stress-free, and they handled all of my financial needs with care and professionalism. I highly recommend them.

jeremy scott I know the owner and have for 20 years. Extremely great guy. Now so the readers know, I do not do business with this company, but I have in the past. Zero problems and theyre very respected not only in the finance field, but in an ethical manner. Also, all the people I have spoken with and worked with there were extremely helpful and outgoing.

Jay S Ever since they’ve moved to the fiber optic there is no comparison. I work from home and have kids who game and the speed is great. As well as absolutely no buffering. ever. Which we had a significant amount of with our previous internet company. If you’re interested or questioning your decision. Just do it.

luke dowell Be very careful when considering having them manage you money. Throughout the process they have made several mistakes that are based on error and oversight. 3 times they moved money and did not put it in an investment, like they were supposed to. They are very argumentative when trying to access or use your money. When trying to access your capitol the will never send the requested amount. Even after identifying these mistakes there is no accountability for them to fix them. We have been trying to leave them and they will make it very difficult for you to take your money elsewhere. The accounts mentioned are not restricted in anyway or linked to retirement accounts either, just normal investment accounts. Please be very advised this is not the right place to invest any money.

Peter Cass Great company. Ryan Harkey came highly reccommended. He is very professional, personable, and knowlegable. He was invaluable helping me with a complicated return for multiple businesses and multiple business transactions.

Shelbie Green Family owned business!!! really helped me !!got all my student loans removed and credit fixed would definitely recommend 10/10