Wellshire Financial Services - Fort Worth (TX)

james cokendolpher I have been banking at First State Bank of Burnet for over 30 years. Business and personal. Very please with the services I have received all these years. I Moved from Burnet over 4 years ago, still do my Bank here. Darryl and Gayle Cokendolpher

SK Morgan All the staff have made me feel confident they are looking out for our best interest.

GK 3 Bill, William, and Joe are the best!

Lisa Kiltz The best banking experience Ive ever had! A professional, warm, and friendly environment.

Marcus Young The Rosenthals have been our financial advisors for more than 30 years in both a pre and post-retirement capacity. The Rosenthal team (Beacon Pointe – Ft Worth) has done a superb job planning and managing our retirement assets. Their advice and counsel has always been thorough, consistent and strategically sound. Their approach has allowed our assets to grow even with fluctuations in the market. Through the years we have been impressed with their professional employees; from the friendly voice who answer the phone, to the client service support staff, to the financial advisors. The employees’ knowledge level, commitment to excellence and proactive approach, teamed with the resources of Beacon Pointe, make them truly unique. We highly recommend the financial advisors of the Beacon Pointe – Ft Worth office for your financial planning needs.

Bernadine Mejia Amazing customer service every time!!