FINANCIAL PLANNING & TAX OFFICE INC. - Houston (TX)

Redman F Always a pleasure to work with the representatives of MTCU. Their professionalism is outstanding & quick. Miranda is very efficient & has excellent follow skills to ensure that all my issues where addressed & resolved. Made my experience great.

Jennifer Johnson Do yourself a favor and call to set up an appointment! Fantastic, client centered service from wonderful people! I will be a client for life!

Leslie Jasso Super friendly and great customer service! I didnt know about this place till I met one of the girls on an Uber ride and she told me about this thank you again!

Carolyn Harris The best hometown bank there is. Everyone is always so nice and friendly, and i love the fact that they treat you like family.

Scott Mansfield Wade Chessman and Sean Phillips have done an amazing job taking care of me and my family for many years. It was my father who first recommended Wade to us when Amy & I got married over 20 years ago and we are so grateful for their expertise and the gentle way they have worked with us through the years as well as their no nonsense approach to helping us tackle our financial goals. With child number three heading to college this Fall, I can say we would have been lost without their help. Wade and Sean have been instrumental in working with my parents as far back as I can remember and it brings me a lot of comfort to know that my parents are in good hands as they continue to realize their retirement dreams. Thank you Chessman Wealth for a job well done. Amy and I look forward to all the years ahead as you help navigate our plans into the future.

Betty Taylor We have used them for years...a father and daughter team. Sadly, the father has been very sick, but his daughter is very knowledgeable and helpful. I give them a 5 star rating.