Keywords: establishment,finance,point_of_interest

Lincoln Financial Group - Dallas (TX)

Address: 🏡 4514 Cole Ave # 600, Dallas, TX 75205
Phone : +1 (214) 361-6291
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJD81uKiGfToYRlY3bolZ3SiE

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    Martin Towey: We had another advisor for over 10 years suddenly up and quit on us. The firm he was with never even told us, and were unapologetic, when we finally found out from a missed meeting that no one was servicing our accounts in the meantime. We interviewed multiple firms and were surprised how many bad firms there are out there. Unprofessional, uncaring, and frankly uninformed, all they wanted to do was talk about themselves. After speaking with Edelman Financial Engines we were optimistic and ended up with Mr. Chase G. and he/they have been nothing short of excellent since. Despite a couple of stumbling blocks with the transferring of funds between old and new Chase has been professional, knowledgeable, understanding, and apologetic. He quickly took the reins and has since taken over both mine, and my mothers, financial planning with the personal attention youd give to your own. Very inquisitive and mindful he has taken the time to truly ingest our needs and then find the tools to address them. Fantastic personal touch I feel more like Im his brother than a client, I cant recommend Chase G. enough.
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    John Doe: Our experience with Gary Cook and his staff has been exceptional. The staff is always helpful and attentive, and they work tirelessly to get everything processed accurately and on time. I cant recommend them enough.
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    Scott Mansfield: Wade Chessman and Sean Phillips have done an amazing job taking care of me and my family for many years. It was my father who first recommended Wade to us when Amy & I got married over 20 years ago and we are so grateful for their expertise and the gentle way they have worked with us through the years as well as their no nonsense approach to helping us tackle our financial goals. With child number three heading to college this Fall, I can say we would have been lost without their help. Wade and Sean have been instrumental in working with my parents as far back as I can remember and it brings me a lot of comfort to know that my parents are in good hands as they continue to realize their retirement dreams. Thank you Chessman Wealth for a job well done. Amy and I look forward to all the years ahead as you help navigate our plans into the future.
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    Kimberly Harville: I was dreading filing my 2024 taxes because I was certain I was going to owe. I spoke with a few different tax professionals, but none of them gave me much confidence, until I connected with Saige. She took the time to understand my situation, and for the first time, I felt like I was in good hands. Not only did I end up not owing, but she even got me a small refund back. And she did it the right way, no shady shortcuts that risk triggering audits down the line. On top of that, she helped me sort out a previous tax issue where I owed over $12,000 due to circumstances outside of my control. She made a stressful situation feel manageable and took care of everything with professionalism and care. Highly recommend Saige for any and all tax needs. She’s knowledgeable, thorough, and genuinely cares about helping her clients.