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Foundation Wealth Partners
- Investment Service
- Allen, TX
About this business
We Believe in Being Different Foundation Wealth Partners exists to help clients navigate the financial and emotional complexities of wealth. Every family is unique and our goal is to provide a comprehensive approach that is both objective and customized. The Wealth Advisors of Foundation Wealth Partners take pride in having years of financial services experience helping clients work towards objectives well beyond their investment goals. As a fully independent and objective firm, we are able to provide impartial financial adv... read more
Location details
1333 West Mcdermott Drive, Suite 150, Allen, TX, 75013, 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 |
The staff treat you like the close family members that you want to stay with you at Christmas time so there won't be room for the family you don't like. They are friendly and personable before a meeting, knowledgeable and educational during a meeting, and trustworthy in between meetings. We have been working with Conor and have been impressed with the service.
Sam and his team are great. They are always professional and treat you like family at the same time. They are always available to answer questions and teach us what we ought to do and what they are doing to keep us on track to enjoy a great retirement. Wish we would have found them sooner. Sam has recommended the right people to assist us with other needs like insurance and legal. Thank you Sam and all the members of our financial team
I have been working with Sam for years and always appreciate his honest answers to all of my questions. He is focused on what my plans and goals are and the best way to go about achieving. Highly refer him and FWP.
Always a good experience when working with any team member at FWP. Evidence based advice has helped steer us through several years of market changes, including 2020. Our advisor brings up other considerations when discussing all types of issues, spanning retirement planning, investments, and market trends so we make informed decisions.
I have known Sam for many years and he’s always been very responsive and personable when it comes to my financial future. Keep up the great work!
Frequently asked questions about Foundation Wealth Partners
How is Foundation Wealth Partners rated?
Foundation Wealth Partners has a 5 star rating with 6 reviews.
When is Foundation Wealth Partners open?
Foundation Wealth Partners is closed now. It will open on Monday at 8:00 a.m.