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Estate Planning Law in Central
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Estate Planning Law in Central

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Financial Advising Dallas
5.0 (3 reviews)
Closed · Tuesday $ - $$
My wife Janeen and I are are extremely pleased that Nick Lalonde and his team at Third Act Wealth Management are taki... see more
  • Client Satisfaction 100%
  • As described 100%
  • Value for Money 100%
More Info
Financial Advising Central Business District
5.0 (3 reviews)
Closed · Tuesday $ - $$
Savannah, Marium, Rob and Gino all worked with us to prepare a a roadmap for our future. I cannot tell you how much o... see more
  • Client Satisfaction 100%
  • As described 100%
  • Value for Money 100%
More Info

Third Act Wealth Management, LLC

Verified
South Building, 8150 N Central Expy Suite 1420, Dallas, TX 75206 Closed · Tuesday
A+ Grade
100%

Satisfaction

100%

Response Rate

100%

As Described

$ - $$

This service is listed on HandyHubb but has not been claimed yet. Pricing and details may vary.

Financial Advising Estate Planning Law
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Closed · Tuesday
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C

I can't imagine anyone being a better financial planner than Nick LaLonde of Third Act. His knowledge level on every financial topic that we've discussed is expansive, and he summarizes it effectively... I can't imagine anyone being a better financial planner than Nick LaLonde of Third Act. His knowledge level on every financial topic that we've discussed is expansive, and he summarizes it effectively and explains what it means to me and my wife. His financial planning acumen is matched by his genuine care for the financial and overall health of our family. Our business relationship with Nick is about 7 years old. We had no idea how much overall peace we would feel from working with him - about our current financial situation and future retirement plans. Read More

Chris Phillips 5

About Third Act Wealth Management, LLC

Life unfolds in three acts for all of us. The first act is about learning; the second act is about growth and the third act? Well, it’s your chance to discover a fresh purpose and identity. Your third act is supposed to be your crowning achievement, and it can be done with intentional planning! We're here to help you live out your best act of life-your Third Act! Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC (Finra.org and SIPC.org). Third Act Wealth Management, LLC and LPL Financial are separate entities. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Reviews

(3) Reviews for this company

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5 Stars
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Chris Phillips
5

I can't imagine anyone being a better financial planner than Nick LaLonde of Third Act. His knowledge level on every financial topic that we've discussed is expansive, and he summa... I can't imagine anyone being a better financial planner than Nick LaLonde of Third Act. His knowledge level on every financial topic that we've discussed is expansive, and he summarizes it effectively and explains what it means to me and my wife. His financial planning acumen is matched by his genuine care for the financial and overall health of our family. Our business relationship with Nick is about 7 years old. We had no idea how much overall peace we would feel from working with him - about our current financial situation and future retirement plans. Read More

A
Adam Quinn
5

I am extremely pleased with my financial advisor's services. Nick’s professionalism and deep insights into the market have consistently yielded exceptional returns on my investment... I am extremely pleased with my financial advisor's services. Nick’s professionalism and deep insights into the market have consistently yielded exceptional returns on my investments. Their strategic guidance and commitment to my financial success have been truly outstanding. I wholeheartedly recommend them to anyone seeking top-tier financial advice and impressive growth in their portfolio. Nick could not be a more impressive professional. Me and my family trust him completely with managing our future financial goals and know you will do the same should you engage him and his team. Read More

R
Rex McSwain
5

My wife Janeen and I are are extremely pleased that Nick Lalonde and his team at Third Act Wealth Management are taking care of our retirement funds. But, Nick doesn’t just handle... My wife Janeen and I are are extremely pleased that Nick Lalonde and his team at Third Act Wealth Management are taking care of our retirement funds. But, Nick doesn’t just handle our investments for us, he goes much further than that. Nick genuinely cares about our needs and wants, and he spends a great deal of time in understanding us, our situation, our goals and aspirations. Nick and his team are very responsive and never to busy to talk, and to help us with anything that comes up. Whenever our friends try to tell us about their wealth management setup, we shut them down quickly. We cannot imagine a better team than Nick and Third Act Wealth Management. We simply can’t recommend them highly enough. Thank you Nick, Jaylene and the whole team for your professionalism and friendship. Read More

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