Cook Financial Group - Conroe (TX)

John Fleckenstein II Great group of people who help individuals and businesses with their financing needs. Reminds me of the Cheers song: "Sometimes you want to go where everybody knows you name. And they are always glad you came."

Leo Garcia Weve experienced nothing but a high level of professionalism and expertise from the Tejas FA team. They have done a great job managing my portfolio and have earned my full trust. Highly recommended!

Dianne Preston My husband and I have been working with Danny Morgan for the last few years, and he has been an absolutely amazing advisor! He has thoroughly and oh-so patiently walked us through every step of the process when we decided to finally keep track of our scattered assets (401Ks from old employers, etc.) and plan for an eventual retirement, and hes never hesitated to be there to answer questions and to check up on us. Danny has even personally delivered holiday gifts and sent cards for our anniversary and birthdays - a lost art in customer service and lovely touches that are very much appreciated! We highly recommend hiring Danny and his admin Vinka!!!

Damien Heredia Education Credit Union has been fantastic! Rosalyn has gone above and beyond to help me with all my financial purchases and questions. She’s always professional, patient, and knowledgeable. I truly appreciate her support and guidance!

Amanda Policky My family has used Morgan Stanley as financial advisors for decades. So, I was excited to see if they could help me plan for retirement in the next 10 years and make some investments. My husband requested an appointment through the website and we waited 2 days and had no response. I sent an email stating that no one had called back, and an appointment for a phone call was made. During the phone call, the representative told me he knew my family (had worked with them "for decades") and that he would send me a paper to fill out and send back. After filling out the paper, I waited 2 weeks. No response. I emailed saying that I was going to look elsewhere, since this is the second time I have not been important enough to call back. I got an email saying that "This month has brought with it a tremendous workload we were not expecting, so we are unable to take on new clients at this time." Why wasnt I told that two weeks ago? If you dont think I am important enough to work with, say that. Would not recommend.

Wendy Pickard I have known David Rodriguez for many years. First as my Broker and then as my Financial Advisor. I have every confidence in his expertise in managing my portfolio. I look forward to our continued business association and friendship for many more years. Heartfelt Appreciation Wendy Pickard