Haber Wealth Management Parkview Dr, Fort Worth

Haber Wealth Management Reviews

• J

  Joe Vahlberg
  5

  Tricia and the rest of the team at Haber Wealth Management are intent on delivering an excellent client experience. Their professionalism and preparedness for each meeting is second to none! They are very clear upfront in setting expectations, and they make it very easy to understand complex financial planning software so clients can easily see if they're on track to meet their goals. I cannot say enough good things about Tricia and the team!

• R

  Randy Cox
  5

  Tricia and the team at Haber Wealth are awesome! When looking for a financial advisor, you want a high level of expertise and competence. Tricia blows the roof off with her knowledge and understanding of my situation and the solutions. It is just a nice bonus that she and her team are all so super sweet and kind. Highly recommend!

• M

  Michael Hernandez
  5

  Tricia.....Geez, not sure where to start. She is a wonderful person. She and her office staff are extremely professional. I became acquainted with Tricia when she worked for another institution. Am very thankful to have her as a financial advisor. She gave my wife and I confidence in a retirement plan that allowed my wife and I to retire early. If you are seeking sound financial advice I definitely recommend Tricia at Haber Wealth Management. I would also like to comment on a previous review from Gigi Love. I know nothing about her interaction with Tricia other than whats written in Gigi Love's review. But if you read the review it is obvious to see that this Gigi Love is not a client of Tricia. Also Gigi obviously does have any right to any information from Tricia about her fathers trust or will. I would be willing to bet that Gigi had already called Tricia trying to elicit this information and was turned away. Failing that, probably resorted to writing a letter and was rightly rebuked. Any financial adviser revealing a clients information to a third party would be guilty of a breach of their fiduciary responsibility. Tricia refusing this request for information is just another sign of her professionalism.

• G

  Gigi Love
  1

  We had a terrible and very unprofessional experience with Tricia Haber. I recently lost my father whom Tricia knew very well and she managed his wealth. My husband and I wrote her a direct and professional letter with some questions we had about his trust and will. Because his wife was not forthcoming with any of his final wishes concerning his will or trust we asked Tricia if she could help us clear up some things. We were very shocked and disappointed when she wrote us back and told us to never contact her again and that she would gladly sue us for her legal fees if we tried to pursue any information on this. This was a painful and personal attack that I could not have imagined from a person as established and highly spoken of as Tricia.

• m

  mike morey
  5

  I'm a very skeptical person, especially when dealing with issues outside my comfort zone, long term investing decisions being one. Tricia, Karin, and her staff have been nothing short of outstanding easing my mind and explaining everything I wanted to know about her services. We are in 100% with her direction and I don't for see that changing. if you are lucky enough to get on board with her team you will be a believer!

• M

  Mary Jo Love
  5

  Trustworthy, caring, and on top of the game. We wouldn't trust our finances to anyone else. Those who know Tricia Haber know that she has integrity that is sadly lacking in so many that can only see life through their greed.