New Century Investments
5740 Boat Club Road, Fort Worth, TX 76179
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
New Century Investments is a finance institution located at 5740 Boat Club Road in Fort Worth, Texas, United States. With expertise in financial markets and tax law, we specialize in creating clear and superior financial strategies for our clients. Our goal is to provide a sense of financial freedom and independence by developing strategic plans that balance risk, reward, and tax efficiency. We work with CPAs and estate attorneys to offer comprehensive services that streamline financial management efforts. Our personalized solutions and collaborative approach with industry professionals aim to help clients achieve prosperity and long-term wealth accumulation. At New Century Investments, the client always comes first, and we are dedicated to providing transparent communication and expert financial advice. With a focus on financial planning, investment planning, and tax planning, we strive to equip our clients with the knowledge and tools they need to make confident financial decisions. Visit our blog for valuable insights and tips on managing your finances and planning for a secure future.
Reviews
"A friend of mine and I were talking and I mentioned that my wife and I were looking for an investment advisor that listened to what our goals are and was reachable. Our then current advisor never touched base via email or called over several years. That's when he mentioned New Century Investments. We met with Mat and he understood what our goals were and how we could achieve them. Thanks Matt!"
"Since the first time that I met with Matt to go over my retirement planning, I have been very impressed with his professionalism and knowledge of the business!!! I’m very pleased with the service that Matt has provided and all the investment and tax ideas that he has shared with me."
"I met with Matt Ward and he helped me to plan ahead for retirement and college plan for our family. He is so beyond helpful and you can definitely takes pride in what he does. He is very knowledgeable, friendly and makes you feel comfortable asking any question! I am so thankful for him and will recommend him to everyone I know !"
"I have had my taxes worked at New Century Investments for a number of years now with excellent guidance and outcome. This year I asked for financial guidance. Matt was so helpful and responsive to all my questions. He worked with me to set up a personal financial portfolio. Its performing as expected based on detailed discussions we had to meet my personal goals. So impressed with his expertise and professionalism. Matt is patient and provides sound financial advice with my interest in mind. Highly recommend New Century Investments!"
"My husband and I are working with Matt Ward on creating our personal financial plan, and we couldn’t be more pleased with our experience! While seeing our financial life laid out in black and white was somewhat overwhelming, Matt patiently and methodically explained both where we are now and our options for the future. Matt is very friendly, and his conversational tone made us feel very comfortable while discussing sometimes uncomfortable topics, such as long term care planning. If you’re in the market for a competent, yet friendly, financial planner, look no further than Matt Ward!"
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