EZ Money - Beeville (TX)

A.M. Carlisle Very comfortable atmosphere, professional, but not seeming stuck up. Maribel took good care of me, making the process easy. She and Lisa answered all my questions.

Jessica Tran Armando Ruiz was very helpful and professional in answering all my question about my pensions so that I can be prepared for my retirement.

Peggy M. Weve been working with Cimillie, the financial advisor at this firm, for about two years now and are very happy with her service, expertise and attentiveness. She recently moved her office location from Leageu City to this one in Clear Lake. The new office space is much better organized and very pleasant to meet in. Her assistant, Casha always promptly responds to our requests, assures any issue is resolved quickly and that our expectations are met. We recommend Edelman financial services to anyone in need of financial planning. They offer excellent returns and comprehensive advisory service for reasonable and affordable fee.