Financial Planning And Tax Office - Rosenberg (TX)

Tien Nguyen Transferred my retirement account from Merrill Lynch to Danielle 5 years ago and couldn’t be happier. She and her team are very professional, exceptional customer service. Thanks very much.

Brandie Thrash Was extremely superfast for me efficient and thorough

Taniha Greebon Absolutely the best Coustomer service I’ve ever received at a bank. Matthew Rice is phenomenal to work with. He is very personable and professional while still making you feel like family and not just another person in a chair. Recommend 10/10.

Rochelle Taylor Tom Chaney has been my mother’s financial planner for decades. He has always treated her like family and has assisted her as if he were watching over his own mother. It was at his recommendation years ago that she purchase a long term care policy. Fortunately she trusted all of the financial advice he gave her to include investing for retirement. Due to health concerns, it became necessary for my mom to reside in Assisted Living. As a result of the special care Mr. Chaney took in overseeing my mother’s financial planning, she is 81 years of age and is still able to provide for all her own needs with zero financial burden. Although my mother relocated to the east coast years ago, Mr. Chaney continues to check in on her and is very responsive when we need assistance with any her policies/accounts. The experience with Chaney and Associates is beyond outstanding!!!!

Lydia Cline Chad made it easy and comfortable to get a vehicle. Worked with us, was also really kind to our children. Easy to work with and knows his stuff. He listened to my concerns and questions and put us in a vehicle that is not only perfect for me, but for my kids too. I have friends that live near me that now want me to take them to Rutherford. They want to have the same great experience I have had recently. Thank you Chad and team for making it so easy and painless to get a new SUV!