Baird Private Wealth Management - Houston (TX)

Albert Mantell THANKS. They helped more than I ever expected. I got my new ck account just the way I wanted.

Keith Saunders Original review was a 1 Star. REVISED 3-31-21 If you truly want an awesome banking experience, dont use BBVA Compass. They WILL let you down time and time again. This particular branch has a few key people who really want to help, but have their hands tied behind their back by their corporate comrades. I speak not only from experience from this branch, but from other branches in other cities. I have businesses located outside of my home town and I thought that BBVA would be beneficial to me in order to be able to access funds, make deposits in multiple cites, transfers, and loans. I have been disappointed for the last time and I urge you to be very weary of this bank. They appear friendly and some may truly care, but its only skin deep at the branch level. Customer service may be a word spoken within the branch, but I guarantee you that the people who are above the branch level dont care about you, your time, or your business. If I worked at a branch level and saw how my customer setting in front of me was being treated, I would have a hard time coming to work each day. UPDATE 3-31-2021 Shortly after writing the previous review, I was introduced to a business banker at the Granbury branch that truly does care. I have been working with her now for almost 5 years and she has never let me down. Im still not sold on BBVA, but I am 100% sold on Hazel. She is awesome. If you need a business banker, look no further. Thank you Hazel for all the help you have been to me over the past 5 years.

Trace Oswald Blake Wallace is a very knowledgeable financial advisor whom guided me through all the in’s and out’s of investing. I had never before invested a single dollar in the stock market yet he really helped me understand how everything works. Honestly, I was very pleased with his face to face meetings and walked away every time knowing I made the proper choice with investing a substantial amount of money with his firm. Thank you Blake Wallace for everything and I pray for many more blessed years to come!

Debbie Leonard Always enjoy visiting with Carol. Always helpful in all my financial needs!

elena Hernandez Christina and Selena are a genius duo. Come in with your problems and they will get you what best suits you. Plans for retirement or disability issues, they will put their brains together and you will end up with the best plan. Their success is due to the love they have for the client and it shows every time you visit.

Joshua Horton Cameron and his team at First Financial were incredible. They were helpful every step of the way. I had been in talks with him about the loan process for an extended period and had several attempts that ended up not being the right fit over a year time-frame. He was always encouraging, quick to help, and had great insight. The home we closed on eventually needed a rapid turnaround on the loan, and he was clear about what we could do and put in the effort to help us get closed quicker than expected. His clear and timely responses coupled with his genuine interest and excitement for us was a big part of the process being such a positive experience.