Joe Dowdall, CFP, RICP, CRPC, CCFC, MBA - Dallas (TX)

5 /5 Barry Card: We are blessed to have had Joe as our financial advisor for at least seven years. He is accessible, knowledgeable, and a savvy investor. He helped us successfully navigate moving out of state last year, and made sure we had adequate resources for the move, while minimizing out tax liability. Joe provides the personal touch to managing our finances and we consider him our trusted advisor.

5 /5 Charles Van Winkle: Its always great conversations with Joe. He explains the financial landscape as well as any advisor we have been with. He always has his clients best interest at heart. He listens as well as explaining. Joe is truly the definition of a fiduciary. He always makes time for your questions.

5 /5 Larry Costello: Joe is an amazing person who just so happens to be a GREAT advisor as well! Joe helps us consider options & increase our knowledge of a subject we KNOW we do NOT know enough about. Joe is doing a very serious job but has always done so by listening to what we have to say & he uses that time & knowledge to identify what will help our plans & future the most. We really respect & appreciate everything Joe has done for us & most importantly for making the next step in our lives something that we can accomplish & excel in. Would Sincerely recommend Joe to everyone!

5 /5 Steven Ebell: Joe Dowdall has been my financial advisor for a little over four years. He consistently delivers what I need in a financial advisor. He is always available to answer questions I have and, at the same time, regularly communicates with me to ensure he has his eye on the market and is wisely managing my accounts. If you are looking for a solid financial advisor, you will not find anyone better than Joe.

5 /5 Kathy Wilson: While researching how to come up with a plan for RMDs, (Required Minimum Distributions) for a 401K, I came across Joes name in an educational program. I called him and we set up a Zoom meeting. Joe is very friendly and a true professional in every way! He took the time to get to know us and find out about our financial needs and goals. He is extremely knowledgeable about financial planning in the retirement years. He made us feel comfortable knowing that since he is a fiduciary, he will always act in our best interests. My husband and I highly recommend Joe as a financial planner!