New Century Investments

Located in Houston, Texas

Address: 5740 Boat Club Rd Suite 100, Fort Worth, TX 76179, United States

Phone: +1 817-238-6300

Rating: 5

Services

Online appointments
On-site services
Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible toilet
Toilets
Appointments recommended

Photos

Latest AC Repair Services in Houston

Comments

Review 1 (2020-08-22 - Rating: 5)
My husband and I are working with Matt Ward on creating our personal financial plan, and we couldn’t be more pleased with our experience! While seeing our financial life laid out in black and white was somewhat overwhelming, Matt patiently and methodically explained both where we are now and our options for the future. Matt is very friendly, and his conversational tone made us feel very comfortable while discussing sometimes uncomfortable topics, such as long term care planning. If you’re in the market for a competent, yet friendly, financial planner, look no further than Matt Ward!

Review 2 (2023-12-05 - Rating: 5)
A friend of mine and I were talking and I mentioned that my wife and I were looking for an investment advisor that listened to what our goals are and was reachable. Our then current advisor never touched base via email or called over several years. Thats when he mentioned New Century Investments. We met with Mat and he understood what our goals were and how we could achieve them.Thanks Matt!

Review 3 (2023-12-02 - Rating: 5)
Since the first time that I met with Matt to go over my retirement planning, I have been very impressed with his professionalism and knowledge of the business!!!I’m very pleased with the service that Matt has provided and all the investment and tax ideas that he has shared with me.

Review 4 (2022-12-16 - Rating: 5)
I met with Matt Ward and he helped me to plan ahead for retirement and college plan for our family. He is so beyond helpful and you can definitely takes pride in what he does. He is very knowledgeable, friendly and makes you feel comfortable asking any question! I am so thankful for him and will recommend him to everyone I know !

Review 5 (2020-12-24 - Rating: 5)
I have had my taxes worked at New Century Investments for a number of years now with excellent guidance and outcome. This year I asked for financial guidance. Matt was so helpful and responsive to all my questions. He worked with me to set up a personal financial portfolio. Its performing as expected based on detailed discussions we had to meet my personal goals. So impressed with his expertise and professionalism. Matt is patient and provides sound financial advice with my interest in mind. Highly recommend New Century Investments!

Review 6 (2020-02-02 - Rating: 5)
Matt Ward is someone I’d heard about from a fellow business owner in the neighborhood I work in. He stated, “I love my financial planner!” When I thought to myself, “I’ve never once been able to say that,” I got his name and number.Matt is a patient listener who asks pointed questions about what is important to me, my family, and our future. He gave us homework on how to gather information on our assets, and was extremely thorough when we came together to analyze them. Matt gives us a voice in handling our financial decisions, and I am very much looking forward to putting our plan into place!I can not recommend him highly enough. I am eager to see how the rest of the Andrea Ward, CPA office brings together our business handlings with our own personal plan. We are so happy with a fresh start.

Review 7 (2021-09-27 - Rating: 5)
First, let me say that Matt Ward was exceptional in helping me understand my tax situation and gain a better thorough understanding and in depth knowledge of how taxes work. He was polite, courteous, and extremely attentive to my situation and listened to my needs as far as what my desires were in regards to my taxes/financial situation. If you have any questions concerning taxes whether its regarding you looking to purchase a new home and wondering if it would be a great move financially or you just need some extra cash and need to figure out how much money you will owe the IRS at the end of the year then you should definitely give them a call. I will personally recommend you give them a call and ask for Matt Ward or any of his colleagues.

Review 8 (2019-11-03 - Rating: 5)
We started with Matt who is very knowledgeable in financial planning earlier this year. We decided to invest into a Roth IRA. My wife Diana and I were so impressed we decided to get our kids and future son in law to go sit with Matt and they as well were impressed. They decided to also open a Roth IRA. If your looking to secure your future and want a knowledgeable and very easy going fun person to help you, then Matt at new century investments is your guy! If you are looking for somebody to do your taxes, I would also recommend his mother Andrea who has been doing our taxes since 2007. Excellent service and awesome people

Review 9 (2019-08-16 - Rating: 5)
Matt manages my son’s IRA and my wife’s Simple IRA. I had questions on my 401k at work and Matt met with me. There was no cost for me to sit with him and talk about my retirement goals and recommendations to my 401k. I would recommend Matt and New Century Investments to anyone looking for a financial advisor.

Review 10 (2020-01-27 - Rating: 5)
We worked with Matt on a personal finance plan covering everything from funding our kids’ college years to our retirement options down the road. It was extremely enlightening to see everything in black and white and look at where we are, where we want to be, and try out different scenarios to see what can realistically get us there. Matt patiently guided us through it all, allowing us to explore different options too. My only regret is not doing this sooner!

Review 11 (2022-12-16 - Rating: 5)
Matt, is my go to when it comes to financial advising, investing, wealth growth and management. I went knowing nothing and left with so much knowledge. He is so polite, helpful, and friendly. He really makes the experience pleasant and I feel so at ease with his help and I trust his advice and guidance. Will recommend to everyone I know! Thank you Matt!

Review 12 (2021-09-13 - Rating: 5)
When I emailed New Century Investments looking for someone to help me plan out my future, Matt responded quickly. He was diligent with keeping in contact with me and helping me through the process of setting up an account. He seems knowledgeable, but not pushy. Overall this was an enjoyable and easy experience

Review 13 (2022-03-22 - Rating: 5)
I very much appreciated Matt Ward’s prompt and professional response on some complex issues having to do with redeeming Series EE Bonds into a 529 plan. Matt had already written an excellent article on the subject but he helped clarify a few points. I look forward to working with him in the future.

Review 14 (2020-12-24 - Rating: 5)
We have been with Matt since March of 2019. Since then he has put us on the right track to reach our retirement goals. He has explained every step in the process. Even through these trying times he was there to ease our concerns and to help us remain calm. He truly cares for his clients.

Review 15 (2019-11-04 - Rating: 5)
We were referred to this group by some dear friends that have had much success with them. We are so impressed with how They have handled our monies, especially Matt Ward. Very professional and personable. Took a stressful time for us, and made it enjoyable!You will not regret going with New Century Investments.Leslie and Richard

Review 16 (2020-12-24 - Rating: 5)
Matt Ward has been great ,keeping us informed and making great decisions. We started with no knowledge, and he made it easier to understand. Thanks again Matt.

Review 17 (2022-01-25 - Rating: 5)
I met with Matt Ward after retiring and Matt helped me determine the best way to go my TSP plan and retirement distribution planning. Matt was and helpful, knowledgeable, and I would recommend anyone looking for advice to reach out to him and New Century Investments

Review 18 (2019-05-05 - Rating: 5)
Very helpful and honest. They helped me roll over my 401k into an IRA and set up a retirement savings strategy. They were very transparent and provided realistic expectations for investment strategy and returns. I would recommend them.

Review 19 (2020-12-29 - Rating: 5)
If you are looking for someone that you can trust, go see Matt Ward. He is very knowledgeable. I feel confident that I have made the right decision by choosing to work with him.

Review 20 (2020-10-07 - Rating: 5)
Mark was very professional, great attitude, and took the time to answer all my questions. He saved me from what could have been a bad move. Thanks!