RFG Wealth Advisory 130 Old Town Boulevard South, Argyle, TX 76226
About the Business
RFG Wealth Advisory is a leading financial institution located at 130 Old Town Boulevard South in Argyle, Texas, United States. Specializing in wealth management and financial advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial strategies, RFG Wealth Advisory is committed to providing top-notch financial guidance and support to individuals and families. Contact us today to learn more about how we can help you plan for a successful financial future.
Photos
Location & Phone number
130 Old Town Blvd S # 100, Argyle, TX 76226, United States
Hours open
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"The RFG team is highly responsive and they work to customize your financial investments to best fit your life stage and circumstances. We feel confident in the RFG partnership regarding our wealth preservation. I’ve introduced friends and colleagues to RFG as well as family. It’s important to have confidence in the professionals who are working on your behalf to build and preserve your hard earned dollars."
"Chris and the team at RFG are the consummate professionals. Their planning and execution of our retirement investment portfolio has been based on carefully listening to our needs and aspirations. They are genuinely friendly and always available with update sessions, to answer questions, provide services such planning RMD's, making other distributions or making new investments. The management of the portfolio during these turbulent times has been outstanding."
"My wife and I have been clients of the RFG Wealth Advisory Group for over 12 years. They offer us a very conservative approach to managing our portfolio. We are planning our retirement phase as our next chapter, and steady growth year after year is very important to us. Over the last 12 years, The Economy has had its ups and downs. The RFG Wealth Advisory Group has guided us through it all with exceptional overall growth. When we started on this journey with RFG, our portfolio was a complicated tangled mess. They worked through it all with us and now we have a simple straight forward lean money-making machine portfolio. RFG also helped us with our estate plan. We feel very secure with our future and RFG is walking down the same path guiding us all the way."
"My wife and I have been clients of RFG Wealth Management for nearly 12 years. We moved to Texas from the East Coast and it became quickly apparent that not having our portfolio and wills and trusts registered in Texas in compliance with local rules and regulations could create future issues. Chris Robinson was recommended by a friend as the best person to manage the account conversions. We have been totally satisfied by our decision to move our accounts to his firm. Chris has an excellent team which maintains a strong customer focus. Excellent communications through their quarterly reviews have been very helpful to my wife and myself. The firm stays current with the latest technology. RFG's relationship with our trust attorney, Leigh Hilton, provides us a total understanding of our financial picture and the appropriate long term strategies. We both feel comfortable that in a time of need we can get the help and support needed from the RFG team. Fred and Nancy Ahrens Denton, Texas"
"I started working with Chris Robinson RFG in 2006. Initially, Chris assessed my goals and risk tolerances and navigated me (and my investments) successfully through the recession of 2007-2008, making timely and appropriate adjustments to grow my portfolio as the "Great Recession" abated and the markets continued to evolve through their ebbs and flows of the past 15 years. RFG played a critical role helping to secure a comfortable retirement for my wife and I, and we couldn't be more pleased with the outcomes and the personal relationships that have developed while working with everyone at RFG."
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