Investing in Georgetown, TX
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
4 locations found near Georgetown
Filters
-
711 San Gabriel Village Blvd #101, Georgetown TX 78626
“Wanted to get my ninety five year old mother set up with someone in Georgetown after her having a poor experience with an out of town adviser. My wife and I live in Colorado so we did some online research and made a few calls and the tremendous help and terrific customer service I received from Stacy right off the bat sold me on this particular Edward Jones office! I was then able to set up a meeting for my mom and sister to sit down with Michelle and she could not have been more accommodating and professional! My mom is still talking about how impressed she is with Michelle, Stacy and Bekkah - she wishes she had switched over to them years ago! Really appreciate how fantastic this team was toward her - very professional, respectful, knowledgeable and caring - everything you could ask for from a financial advising group!”
-
1225 South I-35 Frontage Road Suite 125, Georgetown TX 78626
“I've been a Schwab customer for almost 50 years and have worked with Schwab locations around the country. That said, I'm really pleased to be working with Kevin at Schwab Georgetown. Kevin and the team have been excellent partners. I retired recently and Kevin's guidance, along with input from tax and estate professionals, have me well positioned to enjoy my retirement years. Kevin always makes times for my phone calls and meetings and even asks for my opinions about financial markets and the economy (I'm a former banker). All in all, a great partnership. Thank you Kevin, thank you Schwab!”
-
1104 South Rock Street, Georgetown TX 78626
“My husband and I met with Greg Bowden today and had a very positive experience! Bottom line, I'd highly recommend him to anyone needing financial advice! He was so personable, patient, unbiased and up to date on the best options for us! First he sat down with us and laid out all our finances. Then suggested things we needed to do in a very clear, organized, and attainable manner. He was so patient as I took FOREVER to access some of my other accounts and helped me rearrange things to best help us reach our goals. We both left there with a smile on our face, feeling better about our future.. Which can be hard to do sometimes when your talking about finances!”
-
