Why choose this provider?
Brighton Jones provides wealth management services in Dallas and the surrounding areas. Its CFO team develops a deep understanding of the future goals and current lifestyles of people to build and implement a personalized financial plan for them. It works to align clients' wealth with their values across different aspects of financial planning, including investments, taxes, retirement, executive compensation, estate planning, and charitable giving. The firm has been in operation since 2000 and has served more than 4,000 clients.
Reputation:
Professionalism:
- Responsiveness
- Friendliness
- Helpfulness
- Detail