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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 taken care of our financial matters for over 30 years! Now that we have retired, we're benefitting from our investments from all the planning and management from the Wise Counsel team. In addition, our representative is now providing us with a tax plan to save even more! We strongly recommend getting in contact with Wise Counsel Wealth Management for all your financial needs!
I have been a client of WIse Counsel for many years and have always been impressed by their professional and accomodating services. My mother had used them as well- and upon her passing I had all of the responsibility as executor of her estate which was overwhelming. Trent was so amazing in assisting me through the entire process. He was always available to answer any questions and explain all options. It was such a huge blessing to have him guide me through this most difflicult time. The service he provided was invaluable.
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.
Frequently asked questions about Wise Dollar Counsel
How is Wise Dollar Counsel rated?
Wise Dollar Counsel has a 5 star rating with 16 reviews.
When is Wise Dollar Counsel open?
Wise Dollar Counsel is closed now. It will open at 9:00 a.m.
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