– 5 Stars

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 tell he 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!

– 5 Stars

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!

– 5 Stars

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 it’s 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.

—5 Stars

Positive: Professionalism, Quality, Responsiveness, Value

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!

– 5 Stars

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.

– 5 Stars

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.

– 5 Stars

Positive: Professionalism, Quality, Responsiveness, Value

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.

About Matt

Matt Ward is a financial advisor and the president of New Century Investments, an independent investment advisory firm serving business owners, pre-retirees, and retirees in the Dallas-Fort Worth area and beyond. Matt is passionate about integrating investing, planning, and tax management into a holistic approach. Matt’s breadth of knowledge and experience in both taxes and investment management sets him apart, giving him the ability to design, advise on, and manage business strategies, tax efficiency, and retirement planning. He is known for his care and attention to detail and works hard to develop personal relationships with each of his clients so they can benefit from his customized service and guidance. He loves walking with his clients through their financial journey, supporting them and celebrating with them as they reach their goals. 

Matt’s Corner