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Our Firm

At First Dallas Financial, customer service is our primary objective.  Our commitment to service is the fundamental difference between First Dallas Financial and other financial institutions.  As an independent firm, we have no incentive to sway clients to purchase particular services or products.  Instead, we help guide each client to a financial strategy that is right for them and their families.  Whatever a client's concerns are, we can help answer questions they may have, such as:

  • When can I retire?
  • What's the risk in my investment portfolio?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, our personalized service focuses on your needs, financial goals and objectives.