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MoneyWorks Group

Plano
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About Moneyworks Group

MoneyWorks DFW, led by David Dustin, is a financial advisory firm that specializes in retirement planning and wealth management. Clients praise the personable, transparent approach and genuine care taken to understand individual financial goals and concerns.

Best for

Life planners
Term life, health, and disability income planning.

Coverage & Carriers

Coverage

Life
Term, whole life, disability income, final expense

What clients are saying

Highly Rated
★★★★★
I can’t say enough great things about my experience with David Dustin. He’s personable, funny, and experienced. The very first meeting, he took the time to truly understand my financial goals, concerns, and future plans. His knowledge, transparency, and genuine care for my success gave me complete confidence in the financial strategy we are developing together. If you’re looking for a financial advisor who is professional, trustworthy, and genuinely invested in your well-being, I highly recommend David!
I
Google reviewer
★★★★★
After not finding the peace of mind that I was getting the most out of my retirement I began seeking a better path. That path lead me to David Duston. I listened to his radio program, read his book and set up a meeting. He met with my wife and I to review our retirement situation. We found him to be very caring and insightful. He presented us with a “no pressure” plan that for the first time gave us the comfort and confidence.we needed.
A
Google reviewer
★★★★★
When first looking into MoneyWorks I was very skeptical! Who wouldn't be this is my life's savings for my retirement! I listened to David and in turn he listened to mine and my husband's concerns. I was still very stand offish and my arms were crossed! It took a deep look into what David could offer us for our future! My husband and I decided to work with David by our 3rd meeting! I finally decided he was very invested in our future as much as we were and my arms finally uncross. We began a journey into what our future would look like and I felt like I was sitting with family rather than a man in business! Would I recommend David ? Absolutely 💯 % You can't go wrong with David! Our future looks secure!
W
Google reviewer

About the agency

Agency type

Unknown
4324 Mapleshade Ln Suite 155, Plano, TX 75093, USA
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