Top 15 Financial Advisors in Wichita Falls, TX

Kiarra Terrell I recently had my taxes done by Emily and I couldnt be more pleased with the experience! From start to finish, the team was professional, efficient, and incredibly knowledgeable. She took the time to explain everything in detail, making sure I understood the process and answering all of my questions with patience. Overall, I highly recommend Qweens financial service group to anyone looking for reliable and trustworthy tax preparation!

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Mia Eaton Brent is the best financial advisor. He keeps us informed about our insurance and our investment account. He Is ver prompt in responses on inquiries. I feel confident and at ease knowing he is looking out for my husband and I and my aging mother. He is diligent and compassionate. He really cares about his clients and their financial security

John Gilliland Our agent was very knowledgeable and made the experience A+. She was very professional

Amanda Policky My family has used Morgan Stanley as financial advisors for decades. So, I was excited to see if they could help me plan for retirement in the next 10 years and make some investments. My husband requested an appointment through the website and we waited 2 days and had no response. I sent an email stating that no one had called back, and an appointment for a phone call was made. During the phone call, the representative told me he knew my family (had worked with them "for decades") and that he would send me a paper to fill out and send back. After filling out the paper, I waited 2 weeks. No response. I emailed saying that I was going to look elsewhere, since this is the second time I have not been important enough to call back. I got an email saying that "This month has brought with it a tremendous workload we were not expecting, so we are unable to take on new clients at this time." Why wasnt I told that two weeks ago? If you dont think I am important enough to work with, say that. Would not recommend.

Payton Fisher Helped me go over my financial planning in great detail, which really helped me solidify my retirement planning and different investments I’m pursuing. At the same time helped optimize my investment strategy in which I have seen a substantial increase in my gains. I highly recommend.

Tony K Great company. They work hard to achieve financial and insurance goals for their Clients.

Lonisha Quarells My experience with Sandi and Melissa were amazing. They helped me to accomplish what I need to move forward and the vibe was extremely comfortable. Id highly recommend them for your financial services.

Candace Bailey I highly recommend Cliff!! If you are looking for an educated financial advisor that you can trust with your money, then Cliff is your guy! He is honest, smart, and cares about you, your family, and your portfolio. Give him a call and find out for yourself.