New Century Investments - Fort Worth, Texas

New Century Investments

New Century Investments, located at 5740 Boat Club Rd Suite 100, Fort Worth, TX 76179, is a well-regarded financial planning and investment services company. Established with the goal of providing personalized, expert guidance to help clients achieve their financial goals, New Century Investments has built a strong reputation among its clientele.

Specialties: Financial planner, Investment service

With a focus on financial planning and investment services, the company offers a wide range of solutions tailored to individual client needs. They understand that every client has unique financial goals and circumstances, which is why they take a personalized approach to helping clients make informed decisions about their investments.

Address: 5740 Boat Club Rd Suite 100, Fort Worth, TX 76179

Phone: 72386300

Website: newcenturyinvestments.com

New Century Investments is committed to providing exceptional service, and their dedication to client satisfaction is evident in their 5/5 average rating based on 23 reviews on Google My Business. Their clients appreciate the professionalism, expertise, and personalized attention they receive from the team at New Century Investments.

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

To get started with New Century Investments, appointments are recommended. The company offers both online and onsite services to accommodate clients' needs. Their facilities are wheelchair accessible, ensuring that everyone can access their services easily.

For those seeking a reliable, knowledgeable, and client-focused financial planner and investment service, New Century Investments is an excellent choice. With a strong track record of success and a commitment to client satisfaction, this company is well worth considering for anyone looking to take control of their financial future.

👍 Reviews of New Century Investments

LaRue C.

5/5

Matt has been our Advisor for several years and we always receive excellent advice and guidance. We will be clients for life! Thank you Matt! LaRue & Greta Chisholm

Lynne H.

5/5

I highly recommend Matt Ward for all of your financial planning and tax needs. He goes above and beyond for his clients and is a true professional through and through.

Darlene P.

5/5

My husband and I are working with Matt Ward on creating our personal financial plan, and we couldn’t be more pleased with our experience! While seeing our financial life laid out in black and white was somewhat overwhelming, Matt patiently and methodically explained both where we are now and our options for the future. Matt is very friendly, and his conversational tone made us feel very comfortable while discussing sometimes uncomfortable topics, such as long term care planning. If you’re in the market for a competent, yet friendly, financial planner, look no further than Matt Ward!

alex B.

5/5

Since the first time that I met with Matt to go over my retirement planning, I have been very impressed with his professionalism and knowledge of the business!!!
I’m very pleased with the service that Matt has provided and all the investment and tax ideas that he has shared with me.

Mary E.

5/5

I have had my taxes worked at New Century Investments for a number of years now with excellent guidance and outcome. This year I asked for financial guidance. Matt was so helpful and responsive to all my questions. He worked with me to set up a personal financial portfolio. Its performing as expected based on detailed discussions we had to meet my personal goals. So impressed with his expertise and professionalism. Matt is patient and provides sound financial advice with my interest in mind. Highly recommend New Century Investments!

StirCrazy B.

5/5

Matt Ward is someone I’d heard about from a fellow business owner in the neighborhood I work in. He stated, “I love my financial planner!” When I thought to myself, “I’ve never once been able to say that,” I got his name and number.
Matt is a patient listener who asks pointed questions about what is important to me, my family, and our future. He gave us homework on how to gather information on our assets, and was extremely thorough when we came together to analyze them. Matt gives us a voice in handling our financial decisions, and I am very much looking forward to putting our plan into place!
I can not recommend him highly enough. I am eager to see how the rest of the Andrea Ward, CPA office brings together our business handlings with our own personal plan. We are so happy with a fresh start.

Outfitter4u

5/5

A friend of mine and I were talking and I mentioned that my wife and I were looking for an investment advisor that listened to what our goals are and was reachable. Our then current advisor never touched base via email or called over several years. That's when he mentioned New Century Investments. We met with Mat and he understood what our goals were and how we could achieve them.
Thanks Matt!

Neiman B.

5/5

First, let me say that Matt Ward was exceptional in helping me understand my tax situation and gain a better thorough understanding and in depth knowledge of how taxes work. He was polite, courteous, and extremely attentive to my situation and listened to my needs as far as what my desires were in regards to my taxes/financial situation. If you have any questions concerning taxes whether it's regarding you looking to purchase a new home and wondering if it would be a great move financially or you just need some extra cash and need to figure out how much money you will owe the IRS at the end of the year then you should definitely give them a call. I will personally recommend you give them a call and ask for Matt Ward or any of his colleagues.