レビューはレビュアーの個人的な意見であるため、特定の記載内容を検証することはありません。ただし、ビジネス上の取引が行われたことを確認できた場合、レビューに「確認済み」のラベルを付ける場合があります。詳細はこちら
プラットホームの健全性を維持するため、当社のプラットフォーム上のすべてのレビューは、確認済みか否かにかかわらず、年中無休で稼働する自動ソフトウェアによって審査されています。このテクノロジーは、本当の経験に基づいていないレビューなど、ガイドラインに違反するコンテンツを特定し、削除するよう設計されています。ただし、すべてを検知できるわけではありませんので、お気づきの点がございましたら、どうぞお知らせください。詳細はこちら
GDS Wealth Management is a Texas-based, fee-only fiduciary wealth management firm helping clients build, manage, and grow wealth with clarity and confidence. Our team provides personalized financial planning, investment management, retirement planning, tax-aware planning, and estate and legacy planning. Guided by a hospitality-minded approach, we take time to understand each client’s goals, values, and financial circumstances to help develop personalized planning strategies tailored to their needs.
2910 Lakeside Village Blvd, 75022, Flower Mound, 米国
4.5
14件のレビュー
最近のレビュー依頼の記録はありません
この企業は最近、顧客にレビューを依頼していないため、レビューが全体の意見を反映していない可能性があります。
この企業のTrustpilot 利用方法
レビューや評価の取得方法、スコアリング、モデレーションのプロセスについて確認する。
Great people great service
Wish we would have found sooner.
GDS Wealth からの回答
Robert, thank you so much for taking the time to share your positive experience with GDS! Providing exceptional experiences is our top priority, and your feedback motivates us to keep exceeding expectations. Thank you for giving us the privilege of serving you!
GDS Wealth からの回答
Reggie, we’re so grateful you took the time to share your experience! It means a lot to know you’ve had a great experience with GDS Wealth Management. Thank you for allowing us to be part of your financial journey!
GDS Wealth からの回答
Stella, thank you so much for your kind words!
We were with another financial advisor before GDS and we were not doing so well. We switched our money to GDS and we not only made up the loss but have continued to grow our investments ever since.
GDS Wealth からの回答
Mary, thank you for such a wonderful review! We’re delighted to hear your experience with GDS Wealth Management has been so positive. Your feedback truly brightens our day and reminds us why we love what we do. We’re grateful for the opportunity to serve you!
From the initial, informational dinner to the warm cookies delivered to our home to the coffee in their office, the perks are adding up and we have only been with them for a month! The team at GDS is impressive with their professionalism and knowledge of wealth management. We are looking forward to see the results ahead as well as relaxing and trusting their team.
GDS Wealth からの回答
Thank you for your review, Cindy! We're thrilled to hear about your positive experience with our team. At GDS Wealth Management, we strive to provide exceptional service, and we're delighted to know that we met your expectations. It’s an absolute privilege to serve you and your family.
The level of care and attention to my financial goals is incredible. In addition, the annual event is always first class.
GDS Wealth からの回答
Gary, thank you for the wonderful review and for attending our event last week! We truly appreciate your support and enjoyed connecting with you.
Excellent event! Loved all the activities & presentation from the songwriters. Thank you GDS!
GDS Wealth からの回答
Thank you for celebrating with us! We’re so glad you enjoyed the evening. It was a special night, and sharing it with our clients made it even more memorable.
I love what GDS does! All of the people I interact with have been SUPER supportive and genuine.
GDS Wealth からの回答
Chaz, we’re so grateful you took the time to share your experience! It means a lot to know you’ve had a great experience with GDS Wealth Management. Serving clients like you is what makes our work so rewarding. Thank you for allowing us to be part of your financial journey!
My wife converted her retirement to them 15 yrs ago and was extremely happy with their performance. I just converted all of my retirement to them also because of how well they managed her funds. Glad I did!
GDS Wealth からの回答
Todd, we’re deeply grateful for your thoughtful review and continued trust in our team. Building strong, lasting relationships with the families we serve is at the heart of everything we do. It’s an absolute privilege to work alongside you.
Been with GDS for over a year and have been extremely happy with the great client care and investment philosophy. Daniel has been great to work with. I have recommended them to several friends and family.
GDS Wealth からの回答
Thank you for choosing GDS! We’re so glad Daniel and the team have been a trusted resource for you. It’s truly a privilege to serve you.
GDS Wealth からの回答
Thank you for your review, Bob!
I’ve been w GDS for over a year now and they have taken great care of my portfolio and I’ve experienced great growth within the first year! My account team checks in regularly and takes great care of me! I’d highly recommend GDS!
GDS Wealth からの回答
Thank you for taking the time to share such thoughtful feedback! It’s a privilege to be part of your financial journey, and we’re grateful for the trust you place in our team. We look forward to continuing to serve you for many years to come.
The staff is amazing
GDS Wealth からの回答
Leesa, thank you so much for your kind words! We’re thrilled to hear you’ve had such a positive experience with GDS Wealth Management. Our team truly values your trust and support. It’s clients like you who inspire us to keep delivering our best every day.
I have been with Glen even before GDSWealth. I wished I had me him a lot sooner. I have had multiple brokers over the years and would normally not only recommend them but more like tell friends to avoid them. I have recommended GDS many times. They are the single brokerage I have ever recommended. They care about their clients and provide very good advice . I can only say, the really are the best.
GDS Wealth からの回答
Thank you for your incredibly kind words and for trusting Glen and the GDS team throughout the years. Your confidence in us and every recommendation you’ve shared means more than we can say. It’s truly a privilege to serve you, Fritz!
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