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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 |
I had an excellent experience working with Connor Shepard. His knowledge of both financial planning and Social Security strategies was incredibly thorough and the Social Security Planning Course he and Travis taught was very helpful and I would highly recommend this course if you needing further info on Social Security Planning. Connor took the time to understand my individual needs and provided clear, personalized advice that made complex topics easy to grasp. I especially appreciated his patience, professionalism, and the... read more
Conor, with Foundation Wealth partners provided us an excellent education on Social Security benefits and provide actual scenarios for my wife and I. It started with a 1 hour overview with several and then we did a couple custom appointments and came away with an excellent summary and over view. Conor, Travis and the team at Foundation Wealth Partners also provide financial planning, estate planning, basically the whole package at very competitive rates for the service provided. We (my wife and I) highly recommend Conor and... read more
I rarely take the time to write reviews, but the exceptional experience my husband and I have had with Conor and Travis has compelled me to share. From our very first meeting, it was clear that this wasn't just another transaction; it was the beginning of a genuine partnership. What immediately stood out was their attentive and empathetic approach. They didn't just hear us; they truly listened. We spent significant time discussing not just our financial assets, but our life goals, our anxieties, our aspirations, and even our... read more
Conor and Travis were so helpful and knowledgeable in the Social Security Planning Course they taught. They seemed to take a genuine interest in the attendees and wanted to make sure that everyone understood their presentation. Their presentation was both informative and easy to follow. I highly recommend their professional services.
Connor and Travis were very helpful in explaining how Social Security benefits work. I and my wife met with Connor to have our personal retirement benefits planning analysis done which was very helpful. Thank you!
Frequently asked questions about Foundation Wealth Partners
How is Foundation Wealth Partners rated?
Foundation Wealth Partners has a 5 star rating with 9 reviews.
When is Foundation Wealth Partners open?
Foundation Wealth Partners is closed now. It will open tomorrow at 8:00 a.m.