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Top Financial Advisors In Wichita Falls, TX

BROOKS FINANCIAL SERVICES is a reputable financial services firm specializing in wealth management and financial planning. Founded in 2005, the company has a team of highly experienced advisors who offer personalized and comprehensive solutions to help clients achieve their financial goals. With $500 million in assets under management and 15 years in business, BROOKS FINANCIAL SERVICES has established a strong reputation in the industry. Their services include investment management, retirement planning, tax planning, estate planning, and insurance services. The firm serves a diverse clientele comprising of individuals, families, and businesses. BROOKS FINANCIAL SERVICES works on a fee-only basis, ensuring transparency and no hidden costs for clients. The team of advisors brings diverse backgrounds in finance, accounting, and economics to provide clients with well-rounded financial advice. As a fiduciary, the company prioritizes clients' best interests and maintains full transparency in their practices. Clients can trust BROOKS FINANCIAL SERVICES to have their best interests in mind.

MERCANTILE INVESTMENT ADVISORS is a reputable and established financial firm that has been providing expert investment advice to clients for over 20 years. They have a team of 50 experienced advisors who manage over $5 billion in assets, catering to a diverse range of clients including individuals, families, and corporations. Their services include portfolio management, retirement planning, investment strategy, and more, tailored to the specific needs of each client.

Their fee-based compensation structure aligns their interests with their clients, as their compensation is tied to the performance of their clients' investments. As a registered investment advisor with the SEC, they are required to act as fiduciaries, always acting in the best interest of their clients. With no record of disciplinary actions or sanctions, clients can trust MERCANTILE INVESTMENT ADVISORS to provide unbiased and sound financial advice to help them achieve their long-term financial goals.

PERSONAL MONEY PLANNING, LLC is a financial advisory firm with over 15 years of experience in helping individuals and families with their personal financial planning. They offer a range of services, such as creating customized financial plans, investment management, tax strategies, and estate planning, to help clients achieve their financial goals. The firm has built a strong reputation for their personalized approach and commitment to their clients' success. They serve a diverse range of clients, including individuals, small business owners, and high-net-worth individuals. The advisors at PERSONAL MONEY PLANNING, LLC are highly qualified and hold certifications in financial planning, investment management, and tax strategies. The firm operates on a transparent fee structure, primarily charging a percentage of assets under management. As a Registered Investment Advisor, they have a fiduciary duty to act in their clients' best interests and disclose any potential conflicts of interest. In summary, PERSONAL MONEY PLANNING, LLC is a reputable and transparent financial advisory firm that can help individuals and families reach their financial goals.

SENTRY MANAGEMENT INC is a highly reputable financial management firm equipped with a team of knowledgeable and experienced professionals committed to helping clients achieve their financial goals. They offer a wide range of services including investment management, retirement planning, estate planning, insurance planning, tax planning, and more. With access to the latest tools and technology, their advisors are able to provide personalized strategies tailored to each client's unique financial needs and goals. As of now, the firm has managed assets worth $50 billion under the guidance of 300+ advisors over the past 30 years. They serve a diverse range of clients, including individuals, families, and businesses, and operate on a fee-only basis to ensure unbiased advice. Founded in 1990, SENTRY MANAGEMENT INC has offices nationwide and is led by a team of qualified professionals dedicated to putting their clients' best interests first. As a registered investment advisory firm, they are bound by fiduciary duty and operate under a strict code of ethics to uphold the highest level of integrity in their services.