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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 |
Wise Counsel has helped me tremendously with my financial planning. Their team has provided valuable guidance in estate planning, investments, and taxes, giving me confidence and peace of mind about my future. I trust them completely and feel secure knowing I’m being cared for by such a knowledgeable and genuinely wonderful group of people. Trent Connor and Bob Huntley have been especially helpful in advising me on my finances and creating a retirement plan I can truly look forward to. They have gone above and beyond to help... read more
Trent was incredible to work with. Very knowledgeable from budgeting, tax advantages, and all financial related topics. Effectively analyzed my financial situation and optimized it so that my money was working in the most effective way. Can’t recommend enough and will continue working with him in the future.
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.
Frequently asked questions about Wise Dollar Counsel
How is Wise Dollar Counsel rated?
Wise Dollar Counsel has a 5 star rating with 13 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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