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8AM - 5PM
1200 Smith St UNIT 610, Houston
Investing
8:30AM - 4:30PM
1415 N Loop W Suite 610, Houston
Investing
“I recently joined accounts with my fiancé and Danyel was very helpful explaining the entire process, including pros/cons of every decision. This enabled us to make the best decision for our financial goals and we are excited to have Danyel in our corner going forward!”
8AM - 5PM
15840 FM 529 Suite 211B, Houston
Investing
“Nick is a fantastic wealth and retirement advisor, he has a deep well of knowledge on Finance, how to put a long term plan together and make sure you are prepared for anything. He follows the economy and market, and has great communication. His office manager Clarissa is awesome!”
“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.”
Investing
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!”