Western Union - Greenville (TX)

Trace Oswald Blake Wallace is a very knowledgeable financial advisor whom guided me through all the in’s and out’s of investing. I had never before invested a single dollar in the stock market yet he really helped me understand how everything works. Honestly, I was very pleased with his face to face meetings and walked away every time knowing I made the proper choice with investing a substantial amount of money with his firm. Thank you Blake Wallace for everything and I pray for many more blessed years to come!

Trinity Valley SBDC Very knowledgeable, helpful and a pleasure to work with.

Billy G Ron is always available to help me keep my goals and money on track for the future. He is current on investment strategies and finances. Could not be happier with any other financial planner.

Marsha Frankum They were up front and honest and fast! They help me on a day i need it more than anything, and they were so professional and I appreciate them very much!

Lee Family My husband and I have met with both Julia and Philip in two separate Zoom calls to talk about our retirement plans. We both came in with some knowledge but not enough to make confident decisions. Its amazing how both can explain complex financial concepts to just the average Joe. We both dont have a financial background, yet we walked away feeling more confident about our future and decisions. I have recommended friends to use The Art of Finance! Well be back if we need financial advice again. Thank you, Art of Finance, for being so awesome!