Keywords: establishment,finance,point_of_interest

Dan Phillips CFP®, CRPC®, AAMS®/ Financial Planner - Granbury (TX)

Address: 🏡 4800 Acton Hwy, Granbury, TX 76049
Phone : +1 (817) 910-8055

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJNUsYIbshToYRF13RrbHr_0I

Others Near Granbury,TX

  • Top 15 Financial Advisors in Granbury, TX

    09-2025 Dan Phillips CFP®, CRPC®, AAMS®/ Financial Planner in Top 15 Financial Advisors in Granbury, TX
    • First Financial Bank - Granbury
    Bailee Madison: Went in to get a new bank card and was dismissed straight away and told to wait, sat for 30 min before I finally left and went to other Granbury location. Do not recommend this location!
    Pecan Financial Services LLC - Granbury
    Cardinal Financial Company, Limited Partnership - Granbury
    eric fisher: We were pre approved by 2 other banks and used this one which had the highest interest rate cause the recast option was desirable for our situation. We had to constantly email the same same documents several times, 4 or 5 out of approximately 25 of which were our fault and not the correct documents. This became increasingly annoying as our loan officer and her team decided to start working on our loan about week out from closing, we went a month not hearing from anyone. We asked at least 3 times about buying our points down and received no help except for the fact that the day we signed on the dotted line we seen that somehow we had already bought the points down from 8.1% to 7.35% with $5,300. If it had not been for the fact that we were ready to move and the fact that there were 2 other families waiting for this to go through to make their next home purchases happen, we would have went our previous bank. Our loan officer was not only unfamiliar with our loan when they did decide to work on it but she insisted that I had not disclosed all information needed for this loan. We filled out the review after closing that they asked for with no reply.
    BMY Wealth Management Group - Granbury
    Edward Jones - Financial Advisor: Tony Mobly, CFP®|AAMS® - Granbury
    Amanda Pape: My husband and I have had our investments with Tony for over 15 years. We have always been treated professionally and with courtesy by Tony and his assistant. He has given me good advice on investments that have paid off. Sad to see politically-motivated "reviews" in this small town that have nothing to do with his business.
    RB Welborn Financial - Granbury
    Tip Top Financial, LLC - Granbury
    CJ Shaw: If you need a financial advisor, look no further than David Maxwell. His knowledge of financial planning goes above & beyond everything you’ve been looking to find. When talking with David you can expect him to be honest and straightforward, and he will treat you like family. David is very personable, and he has a genuine interest in your life, your family, and your goals. I definitely give David a 5 Star Rating! ⭐️⭐️⭐️⭐️⭐️
    First Financial Bank - Granbury
    First Financial Bank
    Brandon Bishop: What a great experience at First Financial Bank in Acton TX. Jennifer Leblanc treated my wife and I like part of her family. She kept us up to date on our home purchase almost daily. She answered all of our questions daily. Jennifer is on point at every step of your home purchase. Just AWESOME Traci & Brandon
    Bradley Burnfield, CFP , - Ameriprise Financial Services, Inc. - Granbury
    Tex Angel: Trustworthy! That is the best word I have to describe Bradley. He is honest and genuinely cares for our financial well-being. He offers consistent and reliable advice. We trust him.
    First Financial Mortgage - Granbury
    Sherry Owens: Kara made the process understandable. She explained the process from the beginning to let me know what to expect at each stage. Her knowledge, friendliness, and respect were evident through out the process. She was available and she patiently answered all of my questions with respect. I highly recommend Kara and First Financial Mortgage.