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The Jal Dennis Group
- Investment Service
- Wylie, TX
About this business
The Jal Dennis Group provides individual investors and small business owners with retirement planning and strategies that seek portfolio growth. We believe that financial planning is a process, not a one-time event. As a result, we communicate with you regularly to keep you informed of your investment performance and respond to any changes in your circumstances or priorities. Along the way, we make sure you clearly understand your financial options.
Location details
601 Commerce Street, Wylie, TX, 75098, 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 |
Trace Dennis manages my wife's investments. He is like a family member who cares for our financial well being. Trace understands our financial goals and advices us on how to go about securing those goals. Available anytime we would like to meet him, he listens very patiently to our needs and establishes a strategy with the highest level of transparency. I have recommended Trace to my other family members to manage their funds and provide them peace of mind. I would recommend Trace to anyone, anytime without hesitation. I wis... read more
I was wondering if retirement was possible back in 2021. I took my financial records with me and went in to visit my friend Derek Draper at Jal Dennis Group. He looked over the information and called me up a couple of days later to ask what my wife and I wanted to do in retirement. When we discussed our plans and wants, he informed me that early retirement was more than possible. He and Jal Dennis Group are handling my 401K finances now. They have done nothing but continue to make me money and allow me to not have to get up ... read more
Working with the entire team at Jal Dennis Group has been pleasant and enlightening. They are kind, patient and knowledgeable. They truly seem to care and assist with making the right financial decisions to benefit your needs. I highly recommend them!
Financial services at the Jal Dennis Group are exceptional. Trace provides us with excellent investment choices and personal advice. Demond gives excellent advice regarding our Medicare choices and advice. Everyone is always family friendly.
We have been clients of the Jal Dennis Group/LPL for over 10 years and have been very pleased with their guidance and services. We meet about every 6 months and have meaningful dialogue about our investments. Everyone at the Jal Dennis Group office is very pleasant and helpful to work with.
Frequently asked questions about The Jal Dennis Group
How is The Jal Dennis Group rated?
The Jal Dennis Group has a 5 star rating with 6 reviews.
When is The Jal Dennis Group open?
The Jal Dennis Group is closed now. It will open on Monday at 8:00 a.m.