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.

Maria is very knowledgeable, and has her clients best interests at hand. Highly recommended.read more

From the owner: *Cash Flow & Debt Management *Building & Preserving Wealth…read more*Estate & Legacy Planning *Proper Protection *Tax Strategies *Financial Strategies Services *Insurance Solutions *Retirement Strategies *College Funding Plans *Business Strategies *Estate Preservation

Paul is an incredibly knowledgeable Financial Advisor. His years of experience in the Financial…read moreIndustry lends to his competence and ability to clearly communicate in easy to understand terms. I've been impressed with his patience and willingness to be accommodating for my schedule, to assist in my family's financial planning. I highly recommend Paul! Wade Scott

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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!!!

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.

TLDR: The Tuttle Group utterly astounded us with an effortless, friendly, speedy, and (believe it…read moreor not) FUN refinance as self-employed individuals when no one else wanted to help. We decided to refinance our home to make some improvements and clear out some high-interest debt. We assumed (erroneously) that our credit union, which had held the current mortgage for 15 years plus our bank accounts and car notes, and a flawless history of payments with them, would have no trouble refinancing us, even though we are now self-employed, and making 3x what we made when they initially approved us. ***WRONG!!!*** After literally MONTHS of asking for documents, changing rates, long delays waiting for info from underwriting, and unanswered questions, we finally abandoned them in search of unconventional financing routes. We looked specifically for brokers in the area who specialize in self-employed people, and found a few. Some seemed a bit "green," some sounded less than friendly or just weren't interested in a smaller refi. But Tatiana with the Tuttle Group was super friendly when she reached out, and helped us arrange a video consultation with Andy Tuttle, the wizard of the Tuttle Group. During the 30 minutes that Andy spoke with us, it was like a crash course in financial planning. Everything he said made so much sense, and we learned more about mortgage refinancing than MONTHS of online research and questions we had asked to our credit union. Andy was up-front and told us that our best option might, indeed, be to go with the offer our credit union had finally extended, and that he might not be able to beat it. Still, he took the time to explain how refinancing in this "terrible Fed-rate" era could be financially advantageous to us, and told us to check once more with our credit union to see their final terms and if they were still locked in. I was astounded that he would take that kind of time to talk to a customer he likely wouldn't get any money from. We decided to proceed with the Tuttle Group, even if they couldn't offer us a better rate, simply because it was a PLEASURE dealing with them, they treated us like family, and everything Andy said made such good sense. Throughout the 2-ish weeks that ensued, their awesome mortgage gal Annie checked in with us regularly to make sure all our questions were answered. They seemingly required FAR less documentation than anyone else. But their stated tactic was to present a perfect, iron-clad package to underwriting up-front, so that there would be an instant approval and there wouldn't be a need for further questions or documentation. (Imagine that???) In what seemed like the blink of an eye, we were approved and ushered through closing. We simply could not be more impressed with the Tuttle Group. We've helped numerous friends and family through the mortgage process, and it's always like being put through a medieval torture device. This is the first time getting approved and closing was a PLEASURE. We NEVER had to contact them for questions, because they were always checking in to make sure all ours were answered. They were super friendly, familiar, informal-yet-professional, and we always felt like they had our backs and had everything under control. We actually looked forward to their calls and emails...imagine that??? Even though were were looking for a silly, small refinance and shouldn't have been worth their time, we felt like we had called up a dear family member who gave us the "hook up" our situation clearly didn't warrant. Astounded. Impressed. Thrilled. Grateful. These are some of the things we feel after our experience with the Tuttle Group. And I have absolutely no doubt your experience will leave you feeling the same.

We were looking to buy a second home and worked with Andy and Annie. The walked us through our…read moreoptions and were very thorough and knowledgeable. They provided very detailed presentations and walked us through them and answered all of our questions. I would highly recommend Andy and team.

My goal was to organize my finances and truly understand the ins and outs of taxes, cash flow,…read morebookkeeping, etc. and I got so much more from working with Erin! I feel more empowered than ever before around my finances and owe it to Erin for being patient with me, answering all of my questions, and her guidance in setting up all my new systems. I highly recommend her!

Erin is the financial professional your business needs! I needed to establish a solid financial…read morefoundation for my company and Erin helped me do that. She pays close attention to detail and allays any fears you may have through her depth of knowledge and warm affect. Erin is worthy of your trust and confidence.