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Bison Wealth Management LLC
- Investment Service
- Dallas, TX
About this business
Location details
3838 Oak Lawn Avenue, Suite 1000, Dallas, TX, 75219, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Stars – Truly Exceptional Financial Guidance I was referred to Miguel by my accountant Zhanna and I can confidently say they are a game-changer when it comes to financial planning. He took the time to understand my goals, explained everything clearly, and created a strategy that felt both personalized and achievable. What really sets him apart was his responsiveness, depth of knowledge, and genuine care for his clients’ success. If you’re looking for someone trustworthy, smart, and sincerely invested in your well-being, I... read more
I was extremely impressed. He gave me great advice, and was really able to simplify things to the point where I could understand them and make a well thought out and confident decision.
Miguel is honestly one of the best. It felt like I was speaking with a friend. Very knowledgeable and led me in the right direction. Coming from first generation, immigrant parents I was not knowledgeable on some basic things, and he informed me with ease and no judgement. My go to guy.
I got valuable retirement advice from Miguel and am so grateful! He was generous with sharing knowledge, and helped me understand how to set up my retirement savings as a solo business owner and what to think about as my business grows. There are some people who genuinely care about what they do and the people they serve, and Miguel is definitely one of those people.
Miguel Gonzalez of Cortburg Retirement Advisors is a rockstar financial planner. He is great to work with, smart, funny and knowledgeable and if he doesn’t know something he easily admits it and looks it up. He researches our questions and interests in investments. He has helped us so much to understand our money and to use or save it wisely. He is so generous, spending plenty of time with us even after work hours to take into account our busy schedule, contributing to our fundraisers, giving our kids financial advice for f... read more
Frequently asked questions about Bison Wealth Management LLC
How is Bison Wealth Management LLC rated?
Bison Wealth Management LLC has a 5 star rating with 13 reviews.
When is Bison Wealth Management LLC open?
Bison Wealth Management LLC is closed now. It will open tomorrow at 8:00 a.m.