About Brad Weddle
Brad Weddle offers comprehensive financial planning with a focus on retirement planning, investment management and college planning in Dallas, Mesquite, Sunnyvale, and other surrounding areas of Texas. Brad helps to manage your money so that you can spend more time with your family and friends enjoying your leisure time. Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
Services
Investments Bonds CDs Mutual Funds Exchange Traded Funds Common Stock Government Securities Fixed Annuities Variable Annuities Coverdell Education Savings Account Traditional IRA Roth IRA SEP IRA Simple IRA Brokerage Accounts Financial Planning Retirement Plans Tax Planning 401(k) Planning 403(b) Planning College Plans Estate Plans Money Purchase Plans Profit Sharing Plans Insurance Disability Income Insurance Life Insurance & Long Term Care InsuranceReviews
Working with Brad has been a great experience. I found him through Dave Ramsey's ELP program. Upon having my son, I wanted to set up a College 529 Plan ASAP but two other CFP never responded to my inquiry. Brad took extra time to explain the 529, how it works and what the best options were for our situation/goals. After that, I also transferred son stagnant IRAs we opened through our bank and rollover those over. Brad has been a great asset and he very personable and knowledgeable.