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Paladini Financial Management
- Financial Services
- Fort Worth, TX
About this business
Location details
2015 E Lamar Blvd #200, #200, Fort Worth, TX, 76006, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
After glowing recommendations from several colleagues, we engaged the services of Wendy Kelly, CFP of Paladini Financial Management ...it was one of the best decisions we ever made! She collaborates extremely well with our administrator, accountant, etc. and is always just a call, text, or email away. Thanks to Wendy, we have a true financial "roadmap" for our family after exiting the military and purchasing a private practice. We highly recommend Wendy and her team!
As our successful, established dental practice grew and evolved over the years, it became apparent that we needed to seek the guidance of a financial planner. It was crucial that we find a professional that was not only attentive to the fine details of personal and practice finances/assets, but also exuded an energetic, positive, and vibrant personality. After meeting Wendy Kelly, CFP at Paladini Financial Management, we never looked back! We've been working with her for years now, and have recommended her to other practices... read more
Great financial planner and friend. Matt is an important part of our life. I highly recommend you make him a part by of yours.
We’ve been working with Paladini Financial Management for a few years now and have had a great experience! Wendy is knowledgeable, genuine, prepared, and such a joy to work with! She gives great advice that includes several different options. She is responsive, trustworthy and a breath of fresh air! I highly recommend Paladini!
We have been working with Paladini Financial Management and particularly Wendy Kelly for the last 4 years. Wendy and her entire team has been wonderful to work with and we are so thankful to have this team in our personal and professional lives! Wendy has tremendous experience, valuable expertise and great attention to detail! She is able to adjust and guide us throughout the different stages and changes of our personal and professional lives. Wendy has been able to work in pair and guide our accountant, practice administrat... read more
Frequently asked questions about Paladini Financial Management
How is Paladini Financial Management rated?
Paladini Financial Management has a 4.8 star rating with 25 reviews.
When is Paladini Financial Management open?
Paladini Financial Management is open now. It will close at 5:00 p.m.
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