Gold Star Finance - Brownsville (TX)

Brian I started working with Scott in my late 30s. I was self managing my portfolio, but it was time to get real and allow a Pro to take me to the next level. I didnt come in with a lot because I wanted to see what he could do. Scott handled my account as if it was a 1M dollar account although it wasnt anywhere close. He earned my trust so I moved 100% of all my investments into his care. We have worked together for over 5 years now and my portfolio is in excellent position to retire on-time and possibly early. Scott knows his stuff, and isnt scared to say I dont know, but Ill find out! I had some unique challenges which he solved. Id recommend this guy to any young guy ready to get serious, or an already diverse portfolio individual. He has a can-do attitude and he will take your portfolio far if you trust and listen to him as I do.

Joe P Moved my account from another firm. The service, conversation, advice and information i received in 1 day was more informative than 2 years were i came from. They are not trying to push any funds and my flexibility where I invest my money, is unlimited at Schwab

Julian Gonzalez Deandre did a great job with all my questions

Francisco Urbina I am extremely happy with the staff at Perez Financial they are very helpful. They guide us through everything. Thank you from the bottom of my heart .

Cindy F Omg! Tara is the absolute best. She is my favorite person in here and I wouldn’t be here if it wasn’t for her. The day she leaves this place I won’t come back. I love her so much. She’s so amazing. She makes me laugh every time and she cares more than just giving me a loan , she cares about my kids and my family and my life. And that Means a lot to me. I make her laugh and she makes me laugh. She’s such a good soul. She’s definitely my favorite person there, and I better be her favorite person there.!!! 5/5 stars 100% recommended!!!! Go see Tara today!