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Kpll Private Wealth Lp
- Other
- Dallas, TX
About this business
Location details
14911 Quorum Dr Ste 300, Dallas, TX, 75254, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My financial advisor is the best!!!!! Kris and his team are incredible to work with and without them I'm not sure where we would be. Not only do they hold my hand through the ups and downs of the market but I feel confident that my kids are in the best possible hands if something ever happens to my husband and I through the estate plans we drafted. Do yourself a favor and go see them now!!
Great advice. I normally do not write reviews but I read a previous poster's comments and it made me ill so I thought I would provide some clarity. I know the team at Global Wealth well having been a client for over 10 years. They have helped me protect my assets, mainly from myself, and prepare for my upcoming retirement transitioning from business ownership. Both the owners of the company have lived in my neighborhood for at least 5 years and I think they both drive cars they bought used a few years back. I cannot speak to... read more
Investor Invested a third of my portfolio in non-market securities. Ultimately lost almost $200,000. I would stay as far away from these guys as possible. Talked about how he bought big new house and car. He ending up making more off my investments than I did. Dropped him for Raymond James. They're worth every penny.
Great advice. I normally do not write reviews but I read a previous poster's comments and it made me ill so I thought I would provide some clarity. I know the team at Global Wealth well having been a client for over 10 years. They have helped me protect my assets, mainly from myself, and prepare for my upcoming retirement transitioning from business ownership. Both the owners of the company have lived in my neighborhood for at least 5 years and I think they both drive cars they bought used a few years back. I cannot speak to... read more
Investor Invested a third of my portfolio in non-market securities. Ultimately lost almost $200,000. I would stay as far away from these guys as possible. Talked about how he bought big new house and car. He ending up making more off my investments than I did. Dropped him for Raymond James. They're worth every penny.
My financial advisor is the best!!!!! Kris and his team are incredible to work with and without them I'm not sure where we would be. Not only do they hold my hand through the ups and downs of the market but I feel confident that my kids are in the best possible hands if something ever happens to my husband and I through the estate plans we drafted. Do yourself a favor and go see them now!!
Frequently asked questions about Kpll Private Wealth Lp
How is Kpll Private Wealth Lp rated?
Kpll Private Wealth Lp has a 3.7 star rating with 7 reviews.
When is Kpll Private Wealth Lp open?
Kpll Private Wealth Lp is closed now. It will open on Monday at 9:00 a.m.
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