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Crown Wealth Strategies, El Paso Wealth Management Dipp Metzger CFP Certified Financial Planner - El Paso (TX)

Address: 🏡 621 Resler Dr, El Paso, TX 79912, USA
Phone : +1 (915) 613-4300
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJO6AiXVT43YYRoV6hpeyekw8
#Texas

Fidelity Investments - Irving

Erik Brown Great place and helpful advisors! Scheduling an appointment was very easy. The advisor I met with was very knowledgeable and helpful, but also not pushy in any way. Their app is very useful as well, and allows me to get insights at anytime and transfer in and out with no hassle whatsoever.
5 /5

Charles Schwab - McKinney

Rick Morian Scott is always willing to answer questions and offer suggestions (with no high pressure) that have proven valuable to my family’s assets over the years. He listens to your concerns and is very knowledgeable of current investment strategies. Janet is second to none in her prompt responses and action re. questions and requests. Her diligence in handling every detail ensures that you have an excellent team looking out for your best interests.
5 /5

AAA Financial Group - Houston

Shannon Cottingham I’ve been servicing discount company for over 10 years. They have excellent service and treat their vendors very well.
5 /5
mike garofalo  private wealth advisor ameriprise financial services llc tx

Mike Garofalo - Private Wealth Advisor, Ameriprise Financial Services, LLC - Houston

arika fielding I highly recommend Mike for anyone seeking expert financial advice. He provides me with clear and personalized guidance that has greatly benefited my financial planning. I always look forward to my appointments as it is a joy to be greeted by the friendly staff at his office. I feel confident and secure in my financial future thanks to Mike and his teams excellent service.
5 /5