Concert Financial Planning, LLC - Houston (TX)

GOKUUIssj3 ? They gave me money I had and just trying to help not have a 1 star idk man but maybe get your credit score up don’t know what to tell you

Julie McDonough My husband and I have been working with Neil for over a year. We are very pleased with the establishment of a financial plan that fits our current needs and future growth. We have 24/7 access to our portfolio to see growth, projections, and so much more. In addition, Neil is very prompt with his responses to our questions and concerns. Neil’s approach to financial planning is straightforward and he is very attentive to details. He takes the time to know our personal details and engage in meaningful discussion. He provides many scenarios and works with us to make the decisions that are right for us. We enjoy the monthly status updates and timely articles relevant to financial planning and investing that we receive. In addition, Neil meets with us quarterly to discuss our portfolio and provide opportunities to make changes and update our plan. We highly recommend Neil and his firm, Krishna Wealth Planning.

Loletha Perkins Mr.Tackett is 1 of the most kindest gentlemen Ive ever met!!

Jeff Hastings Milton and his team are incredible people who care about their customers. Its nice to see that insurance agents continue to offer professional advice and service! Highly recommend.

Kam Absolutely love this place!! I’ve been dealing with this company for over 3 years! And I just absolutely love the ladies in office ( Jennifer & rosie) there are always super cheerful when I come in and they always are super sweet and helpful Highly recommend to come here!

Juan Daniel Acosta Jimenez I would like to extend my deepest gratitude to Mr. KHOA VU for the outstanding support and professionalism he provided during the process of opening my business account with Truist. From start to finish, Mr. Vu demonstrated exceptional knowledge, patience, and care—answering every question with clarity and guiding me through each step efficiently. His dedication to excellent service made a complex process feel easy and secure. As a Cuban entrepreneur building my company in the United States, I truly value people like Mr. Vu who go above and beyond to make business owners like myself feel supported and respected. Thank you again, Mr. Vu, for your time, your guidance, and your excellent service. This is the beginning of a great relationship with Truist—thanks to you.