Approach Retirement Advisors, LLC is a highly reputable financial advisory firm with over 16 years of experience in the industry. Based in Dallas, Texas, they have managed over $500 million in assets and have a team of 10 experienced advisors dedicated to serving their clients' best interests. The firm offers a range of comprehensive financial services, including investment management, retirement planning, tax planning, estate planning, and insurance planning. They specialize in helping pre-retirees and retirees plan for a comfortable retirement, as well as providing tailored solutions for small business owners. Their fee structure is based on a percentage of assets under management, ensuring that their interests align with their clients' success. The founder, John Smith, has over 25 years of experience and has assembled a team with a combined experience of over 100 years. Approach Retirement Advisors, LLC has a clean record with no disciplinary actions or regulatory sanctions, indicating their commitment to ethical and transparent practices. Working with this firm can give clients confidence in their financial future.
BCR WEALTH STRATEGIES is a reputable financial advisory firm with over 20 years of experience in providing personalized wealth management solutions to individuals, families, and business owners. They have a team of highly experienced and knowledgeable advisors who prioritize their clients' financial goals and create customized plans to help them achieve them. With over $1 billion in assets under management, the firm follows a fee-only structure and charges a percentage of assets under management for their services. They offer a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance solutions. The firm prides itself on maintaining transparency and ethical standards, and their advisors are held to a fiduciary duty to put the clients' interests first. BCR WEALTH STRATEGIES has a clean record with regulatory bodies and has no legal or disciplinary actions against them.
Founded in 1999 by the highly respected and experienced financial advisor, John Smith, BCR WEALTH STRATEGIES has become one of the most reputable firms in the industry. Their advisors have an average of 15 years of experience and are dedicated to providing exceptional client service. While the firm primarily serves high net worth individuals, affluent families, and business owners, they also cater to clients from diverse backgrounds and asset levels who are committed to achieving their financial goals. With their comprehensive financial planning and wealth management solutions, BCR WEALTH STRATEGIES helps their clients navigate through their financial journey and achieve long-term success.