JTL Wealth Partners

JTL Wealth Partners

Financial planner 5.00(3 reviews) 550 Reserve St #190, Southlake, TX 76092, United States

Photos of JTL Wealth Partners

JTL Wealth Partners
JTL Wealth Partners

JTL Wealth Partners business numbers & email addresses

Email addresses

Not available.

Phone number
+19728002321

Location & directions

550 Reserve St #190, Southlake, TX 76092, United States

Service hours

Tuesday8 AM–6 PM
Wednesday8 AM–6 PM
Thursday8 AM–6 PM
Friday8 AM–6 PM
Saturday9 AM–3 PM
SundayClosed
Monday8 AM–6 PM

Customer experiences

Zach SampleZach Sample

Brian is one of the most stand up, honest, and intentional people you’ll ever meet. Not a single question about wether he has everyone best interest at heart, wether it’s managing wealth, building trusts and wills, or guiding people through life struggles through his understanding of faith and how to navigate the world we live in. Cannot recommend them enough for not just finance managing but building a life that’s meaningful and worth something.

Greg BeutelGreg Beutel

I have known Brian for 16 years. He has helped me better understand wealth building personally and I have known him to help many other people that I know as well. He is a true professional and really knows wealth management.

Janet MorrowJanet Morrow

We have relied on Brian and Brandon for many years now and their advice and management of our finances has been consistently excellent. They helped my husband and me create a financial plan for our retirement that has stood the test of time. It is enormously reassuring to be able to turn to them for guidance about financial decisions. They also have a broad network of professional contacts in related fields which has resulted in our establishing relationships with other great providers for the services we need. The main words I would use to describe them are "reliable" and "trustworthy."

ChristopherChristopher

I have entrusted our families investment guidance to Brian Krukiel for 13 years, initially with another firm and then following him as he formed Foundation Wealth Partners in conjunction with LPL Financial. Throughout, I have been very satisfied with the level of communications, transaction transparency, and with Brian and his firm acting in a fiduciary capacity. They have been responsive to our concerns about expenses, tax exposure and have worked diligently to invest according to our risk profile and stated goals. As an added bonus, the firm provides financial planning and a financial education webinar series. We are enjoying retirement, secure in the expertise and attention to detail provided by Financial Wealth Partners and highly recommend this firm.

JTL Wealth Partners is a financial planner.

Share: