ACT Wealth Management, LLC

Located in Houston, Texas

Address: 900 W Bethany Dr STE 150, Allen, TX 75013, United States

Phone: +1 214-618-2022

Rating: 4.5

Review 1 (2023-06-15 - Rating: 5)
We have been with ACT WEALTH MANAGEMENT FOR 18 years. Ray Tanner and staff have helped us navigate many life decisions. They helped with advice on selling our home of 30 years and helped with the difficult process of scaling down and investing the sale of our home. We are proud to say our Daughter and Son in law are also clients. AND Our 23 year old Granddaughter has invested with ACT. You cannot go wrong with this company. Smart, Trustworthy, Kind and Considerate.Chuck & Lana Kraeszig

Review 2 (2023-06-21 - Rating: 5)
We have been so pleased with the services Kally and Ray have rendered. They have been knowledgeable, personable, patient. We are grateful that ACT is managing our funds and are completely confident that Kally and Ray are making the best decisions for our financial future. They have become like family to us and we couldn’t be more pleased.

Review 3 (2023-02-13 - Rating: 5)
I’ve been a client of ACT Wealth Management since the firm opened 13 years ago. They handle multiple accounts for my entire portfolio. I would not consider using anyone else. I’ve been burned in the past by “brokers.” ACT’’s integrity, attention to each client’s individual needs and immediate access to a great staff are just a few of the reasons I highly recommend this firm.

Review 4 (2023-06-20 - Rating: 5)
The management team at ACT Wealth takes great care in their decisions concerning investment strategies. I have personally been associated with them for years and could not be more pleased with the results in my portfolio.

Review 5 (2023-06-20 - Rating: 5)
Dan Archer and his team have been tremendous in their wealth management services, dedicated resources, and personal attention to our unique special needs. I highly recommend ACT Wealth Management.