Top 15 Financial Advisors in Fort Worth, TX

Beth KofTexas Sanger Always takes all the time in helping my mother understand as well as participate with her investments. He is kind, patient and Exceptional in his care of his clients! Highly recommend!

Cleverson mattos Worst bank Ive ever had. I paid off all my financing, paid it off via wire transfer, and its been 30 days and they havent released my title. I need to sell the car and I cant. The worst thing is that the customer service is always telling me something different. A trash bank.

Jennifer Johnson Do yourself a favor and call to set up an appointment! Fantastic, client centered service from wonderful people! I will be a client for life!

Carolyn Kelley Everyone at Hybrid Financial is beyond friendly and helpful. They truly take the time to help you understand your Financial situation and all the different options available for growth and security. I have sincerely enjoyed the feeling of family that they create with all the different client centered events that they sponsor. We have met some incredible people at these events and have thoroughly enjoyed them. Most of all, after 36 years of investing for my future, I finally have a group that I believe really care about me and want the best for my retirement years. Thank you Rocky and gang!!!

Morris Smith Wes is a trustworthy man that will listen to your needs and then build a financial solution that meets them. He takes the time to explain things in a way that is understandable and does not push financial products that are not a fit for your personal portfolio

Sandy Mendoza I just want to Thank Kassandra! She did an outstanding Job with my Taxes. I absolutely love that she was honest and did everything the right way. Kassandra helped me for a year straight and answer all my questions and concerns. If you want someone who cares and listens Kassandra is who you need to talk to.

Deisko & Lanie duff Our vehicle was financed by GM Financial over 11 years ago. That vehicle was repossessed and resold. My paycheck was garnished for whatever reason they gave the courts. OK here it is 2025 and I receive another garnishment for that same vehicle!!! Im NOW in the process of contacting my attorney, for he will ask for the original loan documents. Hell also ask for the documents regarding the resale of the vehicle to determine if the first garnishment was necessary. I hope this helps someone else whose going through being double and triple charged for a vehicle through this company.

Peter Once Justin found out I was going to transfer an inherited IRA, I got no more assistance from him. Several emails provided options but no path to accomplish. He may have been good to my late Father but he is not great with beneficiaries that are not making him money.

Lori Nelson Exceptional Financial Planning and Customer Service. Troy Fore and Candice are the best. Highly recommend!

Cottrell Rod Stewardship Wealth is a great company to work with. We have been with them for over two years now. They give personal service, pay attention to the details, and we feel that they truly care about us and our family. We have been impressed with the range of expertise in many areas of financial management and are a great choice when looking for a financial planner to partner with.

Nick Working with Zoe Zoeller was such a pleasure . Very knowledgable and cared for my needs and actually LISTENED . Really gave me faith that Im going to be taken care of here , if you plan on using Fidelity I 1000% recommend getting ahold of Zoe !

David Nagy The team at Clearfork has been fantastic. It was our first time with an advisor and they have been great to work with. Highly recommend.

Richardson Anesa (Anesa Richardson) I worked with Jasmine this tax year. She has gone above and beyond even after my refund was deposited. Jasmine is very knowledgeable and was professional throughout the entire process!! I would definitely recommend her to anyone looking for someone that they can trust to handle their taxes!!! I really appreciate all your help and patience with answering questions and the entire process!!! Highly recommend 10/10

Joshua Horton Cameron and his team at First Financial were incredible. They were helpful every step of the way. I had been in talks with him about the loan process for an extended period and had several attempts that ended up not being the right fit over a year time-frame. He was always encouraging, quick to help, and had great insight. The home we closed on eventually needed a rapid turnaround on the loan, and he was clear about what we could do and put in the effort to help us get closed quicker than expected. His clear and timely responses coupled with his genuine interest and excitement for us was a big part of the process being such a positive experience.

David Clay Misunderstanding