Dawson Financial Services - Houston (TX)

Mike Gray I recently retired after multiple decades from an outstanding company that offered excellent benefits including 401K oversight/advice from a well-known financial investment company. While I appreciated the help, I felt like a little fish in a big pond. I was looking for a relationship that felt like my investments mattered as much to my advisor as they did to me. I am glad to tell you I found that very thing with Veritas Legacy Wealth. John and his team made us feel like family from the very start. We are extremely excited about our future with John and his team. If you’re looking for a financial advisor who combines expertise with a personal touch, look no further. We wholeheartedly endorse their services.

Mike Jump Steve Engro and the team at Beacon have been helping our family with investment advise & financial planning assistance for over 20 years. I value their advise and our results have exceeded expectations. The entire staff is very professional, responsive and accessible.

Cheryl Crowder Very proactive. I received a text warning of suspicious activity early on a Federal holiday. I was able to call their 24/7 customer service & record the transaction as fraudulent, refuse the charges & cancel the card, this protecting my account balance. Picked up a new card the very next day...wasnt charged a "new card" fee or mailing charges. Overall, they relieved my stress...very professional & proactive!!

Collin E David Goldmeyer at Edward Jones is an exceptional financial advisor. His expertise, professionalism, and commitment to his clients set him apart. With Davids guidance, Ive experienced financial growth and peace of mind. He takes the time to understand individual goals and tailors strategies accordingly. A five-star review is a testament to his unwavering dedication to helping clients secure their financial future.

Donielle Lester I recently worked with Gladis Diaz to secure an auto loan, and I couldn’t be more pleased with the outstanding service I received. From start to finish, she was professional, attentive, and incredibly helpful. She took the time to understand my needs, answered all of my questions with patience and clarity, and made the entire process smooth and stress-free. Her dedication and expertise made a big difference, and I truly felt supported every step of the way. I highly recommend Gladis Diaz to anyone looking for reliable and top-notch service!