Northwestern Mutual Investment Services, LLC: Kyle Phelps Wick, Dallas TX
| Address | 5420 Lyndon B Johnson Fwy #1300, Dallas, TX |
| Phone | (319) 931-4282 |
| Website | kyle-wick.com |
| Categories | Financial Planner, Financial Consultant |
| Rating | 4.3 6 reviews |
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Northwestern Mutual Investment Services, LLC: Kyle Phelps Wick reviews
6Kyle meets his clients where they are financially and helps to get them to where they want to be in the future. His tailored approach to their investment needs is knowledgeable and proactive. Been a pleasure working with him and his team!
I have been working with Kyle for the last 7 or 8 years. Professional through and through.
Kyle has been my financial advisor for nearly a decade and has always acted as a great fiduciary. Not only does he practice candor when discussing potential investments, but has always been proactive about discussing my family’s changing needs and responsive when I reach out with any questions. I also greatly appreciate the articles and thoughts on the financial markets and investment profession that he regularly shares with his clients. I would definitely recommend him as a great advisor in the DFW area.
Kyle has always been professional and caring, working with me to find out my needs and address my concerns. I’ve recommended him to friends and family and will continue to do so.
Kyle has done a great job for me and my wife! We are retired and he is managing both our IRA’s and a Trust brokerage account! He listens to our concerns and gives personal attention to them! We highly recommend him!