Wise Counsel Wealth Management is a financial planner in Georgetown, TX, offering financial planner services. Rated 5 stars based on 8 reviews, they provide quality financial advisors for Williamson County seniors.
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 tacticsβjust honest, transparent service. The peace of mind they provide is absolutely priceless. If youβre looking for a wealth advisor who genuinely cares and delivers real value, Wise Counsel Wealth is the way to go.
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.
My wife and I have worked with Bob Huntley for 20+ years. During that time we have experienced, marriages of our two daughters, the blessing of 6 grand children, ups and downs in the market, and now retirement. Bob and the entire team have taken the time to get to know us, our investing style, and comfort level. They have always provided exceptional financial advice in a way simplifies a complicated subject, while offering and explaining strategies that fit our needs. But most important to us is the honest, principled, and professional approach that makes Wise Counsel special, and the reason for our enthusiastic recommendation.
As someone who doesn't love diving into the numbers, Trent Connor went above and beyond to make me feel comfortable and supported. He explained every detail clearly, eased my worries, and made me feel truly confident about where I stand financially. I walked away feeling extremely grateful for his guidance, and cannot recommend him enough!
I was referred to Wise Counselβs services by a trusted friend, and it quickly became clear why. I worked with Trent Connor, one of their highly knowledgeable advisors, whose expertise and professionalism made the process straightforward and seamless from start to finish. I highly recommend their services.
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