Prestige Wealth Management - Southlake, Texas

Address: 2011 Kirkwood Blvd Suite 100, Southlake, TX 76092.
Phone: 76378121.
Website: pwealthmgmt.com
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Prestige Wealth Management

Prestige Wealth Management 2011 Kirkwood Blvd Suite 100, Southlake, TX 76092

☎️76378121

⏰ Open Hours of Prestige Wealth Management

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

Prestige Wealth Management es una empresa de gestión financiera con sede en Southlake, Texas, en el centro de Dallas.

Ubicación y Contacto

Address: 2011 Kirkwood Blvd Suite 100, Southlake, TX 76092.

Phone: 76378121.

Website: pwealthmgmt.com.

Especialidades

Specialties: Financial planner.

Otras características

Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.

Opiniones

This company has 3 reviews on Google My Business.

Average opinion: 5/5.

👍 Reviews of Prestige Wealth Management

Prestige Wealth Management - Southlake, Texas

Cecilia H.

5/5

Brian Drolet of Prestige Wealth Management.is professional in handling my financial investmenst. He truey was a godsend being in the right place and time to educate me and share where my money would be best invested. I was looking for both growth and guaranty of income in my senior years but almost got locked into a level income and higher fees.
Brian has shown he has wisdom and confidence in guiding me to which investments meet my senior financial needs. Brian has the heart of a teacher and is qualified in financial advising. He has earned my trust along the way while I make initial decisions about my money. Brian exhibited patience in answering my many questions. I have already experienced Brian's good character while he has shown me an investment strategy to meet my financial goals. All along the way, Brian has been personable and responsive making it easy to communicate when I call on him.

Denise R.

5/5

We have been with Brian Drolet @ Prestige Wealth Management for over a year now, after some friends highly recommended him. He is very knowledgeable, helpful and has answered all my questions. Trying to understand this maze of retirement and benefits has not been easy. I have found Brian to be very patient and calm. I look forward to meeting with him every time. He is a great professional in his field.

Blessd1

5/5