Investing in Houston, TX

6 locations found near Houston

“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!”

5 Superb70 Reviews

“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!”

4.8 Superb39 Reviews

“We have been using Nick to manage our finances for over 5 years now! He has done an amazing job. Any questions we have he is there and ready to answer. Would definitely recommend him!”

5 Superb9 Reviews

“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.”

5 Superb6 Reviews

“We have used Anita Bowman-McCormick and her office for 26 years. What a fantastic financial advisor she is. She has helped us reach an unbelievable amount in our account. She and Anna Garcia are so knowledgeable and helpful. We had coffee and a great visit with them this past week. My husband and I recommend them to everyone.”

4.3 Superb9 Reviews

“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.”

2.3 Poor26 Reviews