RFG Wealth Advisory

Located in Houston, Texas

Address: 130 Old Town Blvd S # 100, Argyle, TX 76226, United States

Phone: +1 940-464-4104

Rating: 5

Services

On-site services
Language assistance
Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible seating
Wheelchair-accessible toilet
Free parking lot

Photos

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Comments

Review 1 (2025-01-15 - Rating: 5)
I was searching for a Financial Advisory Group that would not only educate me on their financial growth strategies, but what more just as important to me was finding a Financial Advisory Company to listen, learn and understand my risk tolerance and financial goals. I can honestly say that I found what I was searching for with RFG Wealth Advisory Group. During the past 12 years, I have experienced and enjoyed a great working relationship with their entire staff and the company’s president Chris Robinson takes a personal interest in knowing their clients. During these years RFG Group have developed a consistent financial plan that has exceeded both my short- and long-term financial goals. This is an excellent, friendly, and well managed Financial Advisory Company, that really understand, and enjoy working to help meet their client’s financial goals.I am happy to be one of their clients.

Review 2 (2025-01-15 - Rating: 5)
RFG has done well managing my accounts. Their whole staff is friendly and helpful. RFG helped while I was still working with my 401K as well as my RFG accounts. They help to keep me focused on watching for financial changes and goals. They listen to my thoughts and either reinforce them or offer alternatives but always followed my decision. One of my primary objective is to get my wife better informed and involved in our financials and RFG has done a good job by keeping her informed and with explanations of tools and reason behind decisions. RFG is always available when I need their help.

Review 3 (2025-01-22 - Rating: 5)
I met Chris Robinson during the 2008 recession while leading the effort in Dallas to create the University of North Texas at Dallas. My retirement account and other investments were declining precipitously and although I have a Ph.D. in Accounting and am also a CPA, I did not have the time to properly manage by investments.After several meetings, I engaged RFG Wealth Advisory to manage my retirement and investment funds. That decision over 16 years ago has been one of the best decisions I have ever made.Not only did I recover the losses in my accounts, every year since the recovery, my investment and retirement accounts have performed above market and I am able to enjoy my retirement knowing that I will have enough to not only take care of my needs but will also be able to pass wealth to my heirs.RFG provides high quality financial planning and execution. Their firm is efficient, knowledgeable, and always seem to be one step ahead of the market. They always make the right calls on the allocation of my investment funds and my level of trust is over the top. RFG continues to be good stewards of my investment and retirement funds. I recommend them highly as indicated by my five star rating and without any reservations.

Review 4 (2025-01-07 - Rating: 5)
We began using RFG Wealth Advisory in 2016 for financial management and retirement planning. My wife and I segued into full retirement in July of 24. We have a personal relationship with Chris Robinson and Emilio Gonzalez and are well acquainted the the entire team. We have been completely successful in reaching our financial goals because their company has been successful in managing the process. We couldnt be happier with the integrity and performance of this company.

Review 5 (2024-12-06 - Rating: 5)
Chris and his team at RFG Wealth Advisory are committed to their customers financial goals and success. RFG is communicative, pro-active and highly skilled. Fees are transparent. They provide excellent customer service and results.

Review 6 (2024-12-10 - Rating: 5)
When it came to financial advisors, like most people, we listened to the recommendation of others. We can’t really say that we were blown away by our first Advisor, but we stayed with him until he unexpectedly passed away. We followed up on another recommendation and stayed with him longer than we should have. We would meet with him periodically, but at some point, I was concerned that each meeting brought a promise of being able to do better in the next quarter. My husband is not much of one for change and so at some point I just refused to go to any more of the meetings. I later discovered that one of my personal friends was working in this area and I became curious as to what he and the company RFG might be able to do to help us realize a better portfolio. I had mentioned it to my husband, but again slow to change, until such time he became disillusioned with our then advisor. He reached out to our CPA who, ironically, recommended my friend and RFG. He was curious enough to attend one of their meetings to find out more about them. To my delight, he decided that it was worth giving them a try. I cannot tell you the absolute difference this made in our retirement planning. To this day, my husband will say his only regret, is not changing to RFG sooner. They are very much interested in us as a couple. They are committed to ensure that we have a plan that is realistic in meeting the desires of our future years. They meet with us regularly, providing updates and opportunities for us to consider in our portfolio. Well, their presentations include the ups and downs of a particular change, they very much believe in us being in control of decisions that are made. I also have found it beneficial that they are able to make recommendations with other professionals for other needs such as updating our Will. It is refreshing now that I actually look forward to meeting with our advisors. I wholeheartedly recommend RFG Wealth Advisory, get to them as soon as you can!!!

Review 7 (2025-01-15 - Rating: 5)
My family and I have been with RFG for many many years. A+ rating in how they manage the business, their customers and our portfolio of products. Communication is top notch. Thanks for the work you do for my family and the community.

Review 8 (2025-01-14 - Rating: 5)
RFG Wealth Advisory is a fantastic company! They have our complete confidence. Don’t think I would trust anyone else with our finances. They have done very well for us!!

Review 9 (2024-12-03 - Rating: 5)
I have been with RFG for 6 years. RFG was well recommended and has never let me down. Albeit I moved from Texas, I continue to use RFG because the entire staff are straight forward, honest, responsive, professional and friendly. They have demonstrated time-and-again their understanding of my investment goals and have acted accordingly. I leave my money management in their hands and never lose a nights sleep over my investments or their decisions. Going with RFG was the best investment decision I have made!

Review 10 (2024-12-03 - Rating: 5)
The staff at RFG are always there to help me with understanding my financials. They are friendly on the phone or in person. Never make me feel that I am asking a dumb question.

Review 11 (2021-11-12 - Rating: 5)
I started working with Chris Robinson RFG in 2006. Initially, Chris assessed my goals and risk tolerances and navigated me (and my investments) successfully through the recession of 2007-2008, making timely and appropriate adjustments to grow my portfolio as the Great Recession abated and the markets continued to evolve through their ebbs and flows of the past 15 years.RFG played a critical role helping to secure a comfortable retirement for my wife and I, and we couldnt be more pleased with the outcomes and the personal relationships that have developed while working with everyone at RFG.

Review 12 (2022-03-09 - Rating: 5)
Chris and the team at RFG are the consummate professionals. Their planning and execution of our retirement investment portfolio has been based on carefully listening to our needs and aspirations. They are genuinely friendly and always available with update sessions, to answer questions, provide services such planning RMDs, making other distributions or making new investments. The management of the portfolio during these turbulent times has been outstanding.

Review 13 (2022-01-25 - Rating: 5)
My wife and I have been clients of the RFG Wealth Advisory Group for over 12 years. They offer us a very conservative approach to managing our portfolio. We are planning our retirement phase as our next chapter, and steady growth year after year is very important to us. Over the last 12 years, The Economy has had its ups and downs. The RFG Wealth Advisory Group has guided us through it all with exceptional overall growth. When we started on this journey with RFG, our portfolio was a complicated tangled mess. They worked through it all with us and now we have a simple straight forward lean money-making machine portfolio. RFG also helped us with our estate plan. We feel very secure with our future and RFG is walking down the same path guiding us all the way.

Review 14 (2022-01-14 - Rating: 5)
My wife and I have been clients of RFG Wealth Management for nearly 12 years. We moved to Texas from the East Coast and it became quickly apparent that not having our portfolio and wills and trusts registered in Texas in compliance with local rules and regulations could create future issues. Chris Robinson was recommended by a friend as the best person to manage the account conversions. We have been totally satisfied by our decision to move our accounts to his firm. Chris has an excellent team which maintains a strong customer focus. Excellent communications through their quarterly reviews have been very helpful to my wife and myself. The firm stays current with the latest technology. RFGs relationship with our trust attorney, Leigh Hilton, provides us a total understanding of our financial picture and the appropriate long term strategies. We both feel comfortable that in a time of need we can get the help and support needed from the RFG team.Fred and Nancy AhrensDenton, Texas

Review 15 (2022-03-15 - Rating: 5)
RFG Wealth Advisory is an exceptional financial planning and wealth advisory organization. I have been with Chris and his team for over 12 years. They consistently demonstrate their expertise while making your feel you are an important member of the team. Thank you.

Review 16 (2022-03-16 - Rating: 5)
The RFG team is highly responsive and they work to customize your financial investments to best fit your life stage and circumstances. We feel confident in the RFG partnership regarding our wealth preservation. I’ve introduced friends and colleagues to RFG as well as family. It’s important to have confidence in the professionals who are working on your behalf to build and preserve your hard earned dollars.

Review 17 (2021-11-21 - Rating: 5)
We were just a few years before retirement, and we wanted to be sure that it was possible to leave our jobs and still afford the lifestyle we were enjoying while under employment. We reached out to Chris Robinson and his Wealth Management Team in 2011 and have never looked back. For ten years, Chris and his team have protected our hard-earned assets and doubled our net worth. When we look back at all the decisions made over our lifetime, asking Chris and RFG Wealth Management to be our financial advisor was our best decision ever!!Teresa & Eric Korn

Review 18 (2021-11-15 - Rating: 5)
The entire team at RFG are knowledgeable, professional, friendly and do not make you feel pressured into making any decisions. Our relationship with everyone at RFG has become a friendship as well as trusted advisors. No matter who you contact, the professionlism, guidance and trust you will develop with them is unmatched anywhere. Highly recommend them as through their guidance and recommendations, we are very satisfied with our investments.

Review 19 (2021-11-12 - Rating: 5)
Weve been conducting business with RFG for over a decade. The staff is professional, highly competent and responsive to our specific needs. Perhaps most importantly, they realize that all investors have specific requirements and goals, and do their best to address those items in a personal, professional and confidential manner. We appreciate that staff is highly communicative and engaging, and do not wait for us to contact them with a question or concern.

Review 20 (2022-01-13 - Rating: 5)
RFG Financial started advising me on my financial future since 2013 and since then we feel better about our upcoming retirement. They are always very professional and really care about my financial future. We feel like we are part of their family.

Review 21 (2022-01-14 - Rating: 5)
I have been with RFG for quite a few years now and Im quite happy with their performance and customer service. They are proactive with their investment recommendations and very timely with reviews of my financial metrics. Everybody is very friendly and customer focused and I would highly recommend them to manage your investment portfolio.

Review 22 (2022-01-20 - Rating: 5)
RFG has been great to work with in developing our retirement financial plan. Chris and team is very responsive and work diligently to understand our financial needs today and in the future.

Review 23 (2021-11-24 - Rating: 5)
It was approximately 20 years ago that we were talking to our CPA about retirement and investments. He mentioned that Chris Robinson and his team as being someone who could help us. We knew the family as longtime Dentonites and felt that it would be a very good fit, and it certainly has been. They assessed our goals and have provided excellent guidance and counsel, keeping us on a path of financial growth and eventually, retirement.Over the years, they have continually shown us to be exactly what we needed and wanted when selecting who to best protect and grow our assets: trustworthy, knowledgeable, professional, informative, responsive, goal-oriented, etc.We have regular meetings and they are able to explain our investments in plain language.We have been very impressed with the entire team and we recommend considering them when trying to determine who is best suited to handle your financial assets.-Whitney & Matt Gohlke

Review 24 (2022-01-11 - Rating: 5)
Chris & his team make you part of their investment family. They provide many different investment options with various rewards & risks that you decide on. There is no forcing an investment on you.I like the availability of Chris & Emilio to discuss the market and impact of government policies on my investments. We have monthly or quarterly meetings to review our plan and make changes if needed.

Review 25 (2021-11-22 - Rating: 5)
RFG Wealth Advisory is a wonderful place for financial advice, planning and monitoring. Chris and his team are professional, caring and work very hard for their clients.

Review 26 (2022-01-12 - Rating: 5)
A very professional and personable organization. Easy to talk with and answers any question straight up, no beating around the bush. Clients are treated like a person and not a $ sign. Investment options are individually customized and varied. Very pleased with RFGs management style!

Review 27 (2021-12-13 - Rating: 5)
We have worked with Chris Robinson for 18 years. Even with the changing economy, Chris and his team have managed to keep our assets going in the right direction. They are very professional, knowledgeable and responsive to our questions. We have been very pleased with their handling of our finances.

Review 28 (2021-11-11 - Rating: 5)
The RFG team is nothing short of AMAZING! They have been consistently great at explaining what my options are in very plain language - I don’t do investment-ease very well at all. With their guidance and counsel, we came up with a highly satisfactory plan to help see me well into retirement. They are always incredibly prompt in responding to my inquiries regardless of how frivolous the question may be. Even though COVID hit us all unaware, they successfully devised a plan to remain accessible and responsive during the entire time. Add all this to their skill in seeing that I don’t lose value as the market continues to make it’s ups and downs. Just can’t say enough nice things about this wonderful, talented and skilled group of folks. Rest assured, I was NOT offered any incentive for this review - they are just plain GREAT at what they do and how they meet their clients needs!

Review 29 (2021-11-12 - Rating: 5)
We found Chris through our CPA in 2005 when I started a new consulting job. Through the years, he and his group have been instrumental in helping us craft our retirement plans and guiding us along the way. When I was finally ready to retire in 2019, everything was in place and all we had to do was to flip the switch. A+ group!