Maxwell Financial Services, Inc.

A Registered Investment Adviser

Maxwell Financial Services, Inc. is a Registered Investment Adviser and a certified woman-owned business in Dallas, Texas and has been in business for 25 years.

 

As a financial planning company, we offer investments, tax planning, retirement planning, and estate planning, in addition to the organization of personal records and financial documents.  Other financial support services are also available for clients and professionals.

We believe:

  • 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.

Securities Offered Through Mutual Service Corporation.  Mutual Service Corporation and LPL Financial are affiliated companies and are members of  FINRA/SIPC.  Advisory Services offered through Maxwell Financial Services, Inc., A Registered Investment Adviser.  Maxwell Financial Services, Inc. is not affiliated with Mutual Service Corporation or LPL Financial. Tax advice provided by Maxwell Financial Services, Inc.  Mutual Service Corporation and its representatives do not provide tax advice.