New Century Investments - Fort Worth, Texas

Overview of New Century Investments

New Century Investments, nestled at 5740 Boat Club Rd Suite 100, Fort Worth, TX 76179, stands out as a reputable financial services provider in the Fort Worth area. With a contact number 72386300, potential clients can easily reach out to the team for guidance on their financial future. The company's official website, newcenturyinvestments.com, offers a wealth of information about their services and specialties.

Key Features and Services

Financial Planning and Investment Services: New Century Investments specializes in providing tailored financial planning and investment services. Their commitment to helping clients navigate the complexities of personal finance is evident in their services.

• Financial Planner: Offering expert advice to create a solid financial blueprint.
• Investment Service: Guiding clients through smart investment choices.

Accessibility and Convenience

New Century Investments is dedicated to making their services accessible to everyone. They offer online appointments for those who prefer digital interactions, ensuring convenience without compromising on service quality. Their wheelchair accessible entrance, parking lot, and restrooms demonstrate a commitment to inclusivity. Appointments are highly recommended to ensure a personalized experience.

Customer Satisfaction and Experience

The company boasts an impressive average opinion of 5/5 from 21 reviews on Google My Business. One glowing review describes a personal experience with Matt Ward, a financial planner who not only patiently explained complex financial concepts but also made clients feel at ease during sensitive discussions. Such testimonials highlight the company's ability to deliver exceptional customer service.

Additional Points of Interest

Clients can benefit from the comprehensive services offered, including both onsite services within the office and the flexibility of online appointments. This blend ensures that clients can choose the method that best suits their needs.

Recommendation for Potential Clients

For anyone seeking expert guidance in personal finance and investment, New Century Investments is a top choice. Their combination of professional financial planning, investment acumen, and a commitment to accessibility makes them a standout in the Fort Worth area. To begin your journey towards financial security, consider scheduling an appointment through their website or calling their office directly. With their friendly approach and proven track record, New Century Investments can help you achieve your financial goals. Don't miss out on the opportunity to transform your financial future – visit their website today or give them a call at 72386300 to start your conversation with a financial expert.

👍 Reviews of New Century Investments

Darlene P.

5/5

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!

Outfitter4u

5/5

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!

alex B.

5/5

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.

Melissa C.

5/5

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 !

Mary E.

5/5

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!

StirCrazy B.

5/5

Matt Ward is someone I’d heard about from a fellow business owner in the neighborhood I work in. He stated, “I love my financial planner!” When I thought to myself, “I’ve never once been able to say that,” I got his name and number.
Matt is a patient listener who asks pointed questions about what is important to me, my family, and our future. He gave us homework on how to gather information on our assets, and was extremely thorough when we came together to analyze them. Matt gives us a voice in handling our financial decisions, and I am very much looking forward to putting our plan into place!
I can not recommend him highly enough. I am eager to see how the rest of the Andrea Ward, CPA office brings together our business handlings with our own personal plan. We are so happy with a fresh start.

Neiman B.

5/5

First, let me say that Matt Ward was exceptional in helping me understand my tax situation and gain a better thorough understanding and in depth knowledge of how taxes work. He was polite, courteous, and extremely attentive to my situation and listened to my needs as far as what my desires were in regards to my taxes/financial situation. If you have any questions concerning taxes whether it's regarding you looking to purchase a new home and wondering if it would be a great move financially or you just need some extra cash and need to figure out how much money you will owe the IRS at the end of the year then you should definitely give them a call. I will personally recommend you give them a call and ask for Matt Ward or any of his colleagues.

Dr. J. W.

5/5

We started with Matt who is very knowledgeable in financial planning earlier this year. We decided to invest into a Roth IRA. My wife Diana and I were so impressed we decided to get our kids and future son in law to go sit with Matt and they as well were impressed. They decided to also open a Roth IRA. If your looking to secure your future and want a knowledgeable and very easy going fun person to help you, then Matt at new century investments is your guy! If you are looking for somebody to do your taxes, I would also recommend his mother Andrea who has been doing our taxes since 2007. Excellent service and awesome people