Carter Financial Management - Dallas (TX)

5 /5 Paul Sartin: Jonathan Meaney is my go-to referral for any of my legal clients looking for a financial advisor in DFW.

5 /5 Linda Rutherford: I’ve been with CFS since 1996 all the while living in CA, IN and FL. I don’t care where you live, you will never find a more professional and honest group for your investments. I am comfortably in retirement I FL as a result of my decision to go with this firm.

5 /5 Barbara Mason: I have received outstanding guidance from this firm over several decades now. My portfolio recovered well from the last financial crisis, and I trust them completely to advise me through the current one. Ethical, knowledgeable, and client-focused firm.

5 /5 Randy Rekerdres: I have been with Jonathan Meaney and Carter Financial Management for a long time and would never consider anyone else to handle our investments. I know that a lot is just market conditions but what Jonathan and his team have done in monitoring those conditions and making adjustments is to me enormous! His advice and care is unsurpassed and I trust him completely to continue to take care of me an my wife and grandchildren long after I am gone. He is the best.