Rob has been my advisor for 10 plus years. He's always been very proactive, communicating with me…read morefrequently and making sure that I'm making financial decisions that align uniquely to my goals. His partnership has helped me reach my goals much sooner than I ever thought possible. A great financial advisor for anyone seeking surround sound advice from a person who really cares about the people he helps.

Stacey Tate has been extremely helpful to me with my financial needs. I am not well versed with…read morethese matters and she knows just how to fill in all the gaps. We may play phone tag, but she is always responsive and gives full explainations as to different choices that I might have to pick from. She also makes herself available to my work schedule, which has been greatly appreciated. I would recommend her office.

From the owner: We are committed to helping retirees and those nearing retirement solve life's financial challenges…read morewhile growing and preserving their wealth. Tate Wealth Management's mission is to help retirees and those nearing retirement solve life's financial challenges while growing and preserving their wealth. Our primary focus is on wealth management strategies and comprehensive financial planning. Stacey Tate, CFP is president and CEO of Tate Wealth Management. A well-known financial planner in the Dallas-Fort Worth area, she has been helping local residents plan their retirement for more than 15 years. Her practice focuses on helping retirees and those nearing retirement protect their assets and ensure that their money lasts a lifetime. Stacey has developed a specialty in providing strong, solid retirement planning for those near or in retirement who want to grow and protect their wealth for themselves and their loved ones.

We'll, I can't say anything less than perfection at its best, honesty at its best, and you get what…read morethey tell thou you can expect!!!!! I started at a 430 ish credit score and after paying 3 separate companies to fix my credit after spending thousands and getting nothing, I was dubious, however I took one last leap of faith and BOY WAS I RIGHT!!!!! Will "The Credit Medic" was absolutely AMAZING! I'm currently sitting at Experian at 634, Equifax at 632, and TransUnion at 636. And they're still not finished!!! These guys are THE REAL DEAL!!!!!!!!!

If you think there is no hope for your credit, you are WRONG…read more When I turned 30 (in Dec), I came face to face with the reality of how much I neglected my credit in my younger years. Everyone around me is buying houses, getting nice cars, buying nice things - and there I was feeling hopeless and trying to come to terms with how careless I was and feeling like I'll never get the same opportunities as others because of my mistakes. I got denial after denial. Then I started trying to figure out a way to just start paying everyone off - that has to help my score right? Then, hopefully one day, I too could have nice things One day I was scrolling my phone and I came across an ad for a credit repair program. "We can help - don't let bad credit keep you from blah blah blah." I clicked it. Within seconds, I remembered why I never click those things. For the hell of it, I started reading reviews, trying to figure out if anyone has ever truly had a good experience with these people. Nope, just as I had assumed, REAL people had nothing positive to say. "They just take your money, my score never changed." "It's just a money pit, based on empty promises." About 2 pages into the reviews, some random dude posted about his experience with The Phenix Group. No one else was talking about this place. I looked up reviews for TPG and there was not a LOT, however, the ones that were there were GOOD ones. Nothing negative! So, I sent my info. What did I have to lose...if they end up being like everyone else I'll forget it and just move on, continuing to be depressed about my poor credit and the limitations it has brought me. Then came BRIAN QUINN. I'll be honest, during my 1st phone conversation with him, I was waiting for the part where he'd give some bogus spiel, ask for my money and then I'd hang up on him. But this wasn't the case! For once, I felt like I had a chance to get out of this hole I was in. From the start, Brian Q. was brutally honest - advising me that TPG can't help everyone and that once my credit report was reviewed, if he felt that in any way he wouldn't be able to help, he wouldn't go any further with me. Who wouldn't appreciate this honesty?! Now here we are, EXACTLY seven months from when Brian Q. first introduced himself to me via email, and working with him has been one of the best choices I have ever made. The initial deposit was doable and the monthly fee, even more doable. I felt like I was on the right track again and was working with someone who I COULD actually trust to look out for my best interests. Brian Q. has kept it real from day one, explaining to me the reality of how things might go and always taking the time to break things down for me in a way I can understand. He is on top of everything and I mean everything - nothing gets by him. I don't know how he does it. He is always available and is so proficient and timely. The best part is talking to him is just like holding a casual conversation with a friend. He is a genuine guy putting his knowledge of credit towards helping real people in real life situations. Not once have I felt pressured to do something I didn't completely understand or wasn't comfortable with. Brian Q. is "That Credit Dude" that EVERYONE needs as a friend. I was introduced to Brian Q. in Jan of this year (2019) and it's now August and my FICO alone has increased by 100 points. For someone coming from where I was initially, this is AMAZING. It gives me hope! What resonates with me the most is that I was originally, before meeting Brian Q., trying to devise a plan to pay off all my debt collectors. But Brian Q. was quick to tell me right off the bat that doing so wouldn't make a difference and my score wouldn't have magically jumped to great. I would've walked myself right into a bigger, "broker" hole. Thanks to Brian Q. I now see the light at the end of this tunnel. Best part - my program ISN'T EVEN OVER YET. I am so excited to see where this takes me! Working with Brian Q., hands down the best choice I ever made; working with TPG in general, best money I've ever invested.

I strongly recommend this company!! Brian is thorough and easy to contact. Very friendly service!read more

From the owner: Brian Carter is a CPA who has served as a CFO in both profit and non-profit sectors who wants to…read moreuse his knowledge and experience to be your concierge CFO.

Benjamin R Bigler I've had 4 advisers in almost 9 years. Ben…read morehas been my savior. He gets it and has kept me at home with my two girls after my late husband passed away from stage 4 cancer! I don't know what the hell I'm doing from day to day financially after all the crap I've been through I don't know what I would do with out Ben. I still struggle financially, at the end of the day there's only one person I talk to about my financial situation!

I had my money with Fidelity and thought a personal financial advisor would be a better choice a…read moreyear ago. I understand that there is risk involved when you invest your hard earned money, but my recommendation is to stay away from this place if you want your money invested wisely. My advisor , I won't call him out publicly, thought it would be great to invest in gold. $40,000 turned into $27,000 in 6 months. Gold is a very volatile investment, but he was big on it. In a single day, I lost $5800 and after calling him out on it, he couldn't figure out how I knew about that because he thought I was stupid and didn't know how to read and claimed it was over a week period until I sent him a screenshot of the loss in a single day. Crickets... I went back to Fidelity and liquidated my account at Ameriprise into cash (what was left after multiple losses) and now I sleep better at night knowing my investments will handled by a better company.Run, don't walk away from this place!!!