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Wise Dollar Counsel
- Financial Services
- Georgetown, TX
About this business
Location details
1629 Rivery Blvd #102, Georgetown, TX, 78628, 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 |
I highly recommend the financial management services of Wise Counsel. When my husband and I retired and moved to Georgetown, we were ready to simplify/consolidate an unwieldy amount of random accounts we'd accumulated through the years and I wanted to find a LOCAL financial management group - someone we could get to know and someone who was easily accessible for when we had questions/concerns. I also wanted everything under one roof, if possible. We were given the name of Wise Counsel and were told they were a financial grou... read more
Trent Connor, CFP. made the financial side of my career transition simple and helped me build a solid plan for moving forward. Was patient with my questions and explained procedures in a clear and concise way.
I cannot recommend Wise Counsel enough!! In just one hour, Trent Connor helped me go from feeling confused to feeling comfortable and informed. He was thorough and thoughtful, asking the right questions to ensure I fully understood each decision and recommendation. Trent was also able to catch things that needed immediate attention, so I am very grateful to have met with him when I did! By the end of our session, I felt confident, relieved, and genuinely excited about moving forward with my finances.
Working with Trent at Wise Counsel Wealth has been an incredible experience. He has provided me with a phenomenal foundation to set up my future, my family, and my personal goals for success. What truly stands out is how they meet you exactly where you are on your financial journey and tailor their approach to where you want to go. Trent and his team are reliable, trustworthy, and extremely helpful. There are no gimmicks, no high-pressure tactics—just honest, transparent service. The peace of mind they provide is absolutely ... read more
Trent is your guy if you are needing a wealth manager who knows what he’s doing and does his research.
Frequently asked questions about Wise Dollar Counsel
How is Wise Dollar Counsel rated?
Wise Dollar Counsel has a 5 star rating with 11 reviews.
When is Wise Dollar Counsel open?
Wise Dollar Counsel is closed now. It will open on Monday at 9:00 a.m.
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