Investing in Humble, TX

“I am young in the investment scene and, while budgeting feels more like a hobby than a chore, that didn't really help me understand the complexities of the market or free up time for me to understand trends and strategy needed to succeed. I took a step a few months ago to get my retirement plan in order and decided to partner up with an Edward Jones Advisor on a friend's recommendation. Edward Jones, like many investment groups, provide a number of tools to allow their offices to succeed. Liz puts those tools to use and offers her own brand of support to meet you where you are in the financial game. I enjoy a relationship driven partnership with Liz and her staff (Hi Bethany!) where I can ask for book suggestions, pose financial questions, and share success stories all in the same breath.If you are looking for a place to start saving or even if you're just getting your feet beneath you late in your career, this is a good team. You'll get back what you put in.”

“Recently, while checking certificate of deposit (CD) rates I visited the Wells Fargo Bank, Rayford Crossing location, Spring, TX 77386. Upon arriving, I was met by Ms. Courtney Kenney. During my visit, Ms. Kenney answered all of my questions as well as offering to help me with various investment options offered by the Wells Fargo Bank. After gathering and comparing the information from other financial advisors, I decided to purchase a CD from the Wells Fargo Bank - Ms. Kenney. During the purchase process, Ms. Kenney assisted me in an expedited manner as well as displaying the highest level of professionalism and providing exceptional service. Additionally, Ms. Kenney was courteous, knowledgeable and is an asset to the Wells Fargo Bank. Keep up the great work...”