8AM - 5PM
1200 Smith St UNIT 610, Houston
Investing
“Rob and his team have done an amazing job and appreciate them so much for guiding us through the financial challenges in this world today. You can rely on their expertise. A good friend recommended him to us and so glad he did!”
8:30AM - 4:30PM
1415 N Loop W Suite 610, Houston
Investing
“I’ve been working with Danyel for 8 years, and the experience has been outstanding. I highly recommend them for anyone looking for reliable and knowledgeable financial advice!”
8:30AM - 4:30PM
6204 Hwy 6, Missouri City
Investing
“Arlis is very knowledgeable and passionate about what he does. A couple of months ago, I visited his office to consult on investment options! He took time to enlightened me on all options available. His patience with me was just mind blowing as I am a novice in investment!! I will definitely be returning when I am ready...”
“Chris Agostinelli and his team have done it! My father was not a great estate planner, and Chris and Verity Advisors got some sizeable funds released from the state. Now, the check is in the mail. Thank you and I hope I am a better estate planner for my family.”
“I faced challenges in completing an external ACH transfer into my Schwab brokerage account and came into the branch for an in-person check deposit. Lauren, a Schwab team member, was excellent at helping me complete the check deposit. The fund was available for trades within two business days which were much sooner than the expected 7-10 business days. 5/5 star for great customer service.”
“I recommend Larry the Lender for short-term financing for the following reasons:
1) Ease of financing, assuming sufficient collateral
2) Responsiveness and helpfulness of staff
3) Simple and efficient draws
They were great partners during the construction of our real estate investment and I am confident future clients will have a similar experience.”