Maxwell Financial Services, Inc. is located in Dallas, Texas.
For over 30 years, our company’s objective has been do everything in our power to keep clients focused on where they want to go, advise them how to get there, and remind them of the importance of maintaining a disciplined approach to realizing both their short-term and long-term goals.
As a Registered Investment Advisor with Maxwell Financial Services, Inc., Kay Maxwell, CFP®, CAP® offers her clients financial planning and consulting services, as well as consulting services for non-profit organizations.
To build long-term relationships with our clients along their journeys toward financial independence.
We offer competent professional service by committing to do what we say we will do: ongoing communication with our clients, timely response to their needs and regular review of their financial plans and accounts.
A client’s goals are the foundation of all we do.
The relationship between our staff and the client is one of mutual trust, honesty, communication, and teamwork.
Each client is unique and merits our respect.