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About Business
Brad Weddle offers comprehensive financial planning with a focus on retirement planning, investment management and college planning in Dallas, Mesquite, Sunnyvale, and other surrounding areas of Texas...
Brad Weddle offers comprehensive financial planning with a focus on retirement planning, investment management and college planning in Dallas, Mesquite, Sunnyvale, and other surrounding areas of Texas. Brad helps to manage your money so that you can spend more time with your family and friends enjoying your leisure time. Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
OpenMon - Thu 8:00 am - 5:00 pm
Fri 8:00 am - 4:30 pm
Sat & Sun Closed
Customer Review
Working with Brad has been a great experience. I found him through Dave Ramsey's ELP program. Upon having my son, I wanted to set up a College 529 Plan ASAP but two other CFP never responded to my inquiry. Brad took extra time to explain the 529, how it works and what the best options were for our situation/goals. After that, I also transferred son stagnant IRAs we opened through our bank and rollover those over. Brad has been a great asset and he very personable and knowledgeable.
Nick C. Lamb – Primerica is a financial services practice dedicated to helping individuals, families, and business owners build a stronger financial future through personalized education and long-term...
Nick C. Lamb – Primerica is a financial services practice dedicated to helping individuals, families, and business owners build a stronger financial future through personalized education and long-term financial strategies. The practice emphasizes helping clients understand fundamental financial concepts and develop customized plans based on their goals and needs. The practice is committed to providing trusted guidance and practical financial solutions that help clients protect their income, grow their wealth, and prepare for the future.
OpenMon, Wed & Fri 9:00 am - 5:00 pm
Tue & Thu 10:00 am - 5:00 pm
Sat & Sun Closed
Customer Review
Nick Lamb has been my financial advisor for years. GROWTH is the key in my book. He has grown my meager funds from mole hill level to small mountain level and continues to advise me on better opportunities for better growth. I almost went to work for Nick; but, I decided I would probably starve due to me not having the contacts to survive. I do like the products that Primerica and Nick Lamb have to offer to get me to my golden age. I believe he will get me there with the returns that I have seen this far....THANKS NICK!!!!
UNITY Financial Services, led by Jim Wade, is a financial planning and wealth management firm dedicated to helping individuals, families, and business owners achieve long-term financial security throu...
UNITY Financial Services, led by Jim Wade, is a financial planning and wealth management firm dedicated to helping individuals, families, and business owners achieve long-term financial security through personalized guidance and education. The firm emphasizes building lasting client relationships and developing customized strategies based on each client's financial goals and life stage. UNITY Financial Services is committed to providing trusted advice, professional expertise, and comprehensive financial solutions to help clients build, protect, and preserve their wealth.
OpenMon - Fri 9:00 am - 11:45 am | 1:30 pm - 5:00 pm
Sat 11:00 am - 4:00 pm
Sun Closed
Customer Review
I have been using Unity Financial for about 13 years. They have always been friendly and helpful. They have always treated me like family and always treat me like I'm their most valuable client.
