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kevin leachon Google

10 months ago

Austin Shoopman and Madeline Fulwood are just amazing! They've been nothing but professional, courteous, and most of all patient with me as I get introduced to the world of financial investing. They've bent over backwards to accommodate my hectic schedule, and have been very informative with the information that I didn't know that I needed!! What a duo! big kudos to them! I'd highly recommend both of these wonderful people to help you with any of your financial and economic aspirations.

Sandra Jalberton Google

a year ago

I have been working with Matt Falt at Texas Financial Advisors for almost two years now. He is the best! Matt is truly invested in my goals and has assisted me in achieving them. He is a thoughtful listener and very engaged. He takes the time to ensure that I understand the strategy and how the strategy will assist me in meeting my goals. I had set an end of year goal for 2024 and have already exceeded that goal with Matt's help. He truly feels like a member of my family and makes me feel very confident that my money is in great hands. He is available any time I have a question. I greatly appreciate all that he has done for me and highly recommend him if you are looking to grow your investments and drive yourself to a successful retirement.

Kevin Dawon Google

a year ago

I’ve been working with Matt Falt and Madeline Fulwood at Texas Financial Advisors for nearly a year now, and I can’t say enough good things about my experience. From the very start, they took the time to listen to my concerns and crafted a plan specifically to address them. Madeline, in particular, has been amazing. She makes sure I fully understand the strategy we’re using and how it aligns with my goals. It really puts my mind at ease knowing she’s looking out for my best interests. She’s not just my advisor, she feels like part of our family! Madeline keeps up with our grandkids' activities, which shows just how personable she is. I’ve always felt confident that my investments are in safe hands, and anytime I’ve had a question, she’s been quick to respond. I truly appreciate everything Texas Financial Advisors has done for me. I highly recommend them to anyone looking for solid financial guidance!

Bart Leeon Google

a year ago

I have to say there is more to TFA than Matt Falt! In 2024 I spoke with Jason Sullivan going over an introduction to Texas Financial Advisors. At the time I was not looking to completely alter the majority of my my retirement to a new fiduciary. Jason put me at ease enough to take a meeting with James Carlson. We spent a significant time on Teams meetings as well as meeting in person to come up with a well thought out plan. I had been riding Edelman Financial Engines and just going with the flow for over a decade. Both James and Jason listened to my concerns with the economy and how I was willing to make less interests, but not lose money. Edelman never provided this type of detail. When they reviewed the International Funds they quickly pointed out I was still invested in countries that were still in a downward spiral. They presented a plan keeping me diversified, but focusing on areas less volatile. In October James suggested I move funds to a more conservative option out of concerns with the likelihood of tariffs, but the money would still double in 10 years. I was hesitant to step away from the double digit 15%-18% interests rates we had all been seeing for years, and I am so glad I trusted them. I am currently up $150k that I would have lost (on paper) had I remained with Edelman. While I have friends freaking out looking at their savings I can breathe easy. James helped me determine that I currently had enough put away to live my current lifestyle and still have funds to pass on in death. Having James Carlson to spend the time to listen and plan my future is great. I also had money at Edward Jones and their fees are double as what I am seeing at TFA. I am now in the process of moving those funds to TSA as well. I wanted to wait a while before posting a review to be sure I was getting actual results and not just another smooth talker. James and Jason have backed up what they predicted. They earned my respect so now I feel safe recommending to friends and family.

Justinon Google

11 months ago

Matt has demonstrated exceptional performance in a remarkably short period of time, surpassing the results of any advisor I have previously engaged. He has exceeded my expectations and earned my full confidence in the guidance he provides.