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8AM - 5PM
1200 Smith Street Unit 610, Houston
Investing
8:30AM - 4:30PM
1415 N Loop West Suite 610, Houston
Investing
“Daniel is a superb financial advisor. He has been earning me money for nearly twenty years, and I wouldn't have it any other way. He is hardworking, shrewd, and a pleasure to deal with.”
“Highly recommended! I worked with Mark Montgomery, who is very knowledgeable with estates. He went over the process, and kept me updated throughout. They are a group that you can trust and takes the task very seriously. Thank you Verity and Mark for getting the job done. It’s been a huge blessing for my family.”
8AM - 5PM
15840 FM 529 Ste 100, Houston
Investing
“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!”
8AM - 5PM
13455 Cutten Rd Suite 1G, Houston
Investing
“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.”
“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
“Working with Savannah has been one of the best financial decisions I've made. She takes the time to understand my goals and always explains things in a way that is easy to understand.
One of the most valuable parts of the process has been the cash flow analysis. Seeing everything mapped out, from income and expenses to future goals and retirement planning, has given me a much clearer picture of where I stand and what I need to do to stay on track.
Savannah is knowledgeable, responsive, and genuinely cares about her clients. I would highly recommend Post Oak to anyone looking for personalized financial planning and wealth management advice.”