Grand Oak Financial - Richmond (TX)

Abbas Bagheri Professional, reliable and knowledgeable office that can handle any tax situation with helping you maximize on your tax savings and solve any problems you might have with the IRS. Highly recommended.

E. Paul Whetten Joe Landin is one of the best brokers I have had the privilege of working with. As a lender, I appreciate Joes ability to be a strong advocate for his clients interests as he works with us to fund their loans. Joe is friendly and tenacious in his work. I highly recommend him as a broker for commercial real estate loans.

John Sistos Sammy was great! Very clear and informative with her answers to any thing I asked. The main lady there (Im horrible with remembering names) she was also great. They both made the experience stress free and took the time to explain everything to me. Great service.

Isaac Chavez Heath and Marissa are INCREDIBLE. Im very green to managing my finances and they are always willing to explain things in a manner that makes it easy to understand. They on top of managing my portfolio and will make sure I have all the information I need to be making the best decisions for me. Highly recommend.

Alexis Beltran Came in had snow and Olivia show me great respect, and walked me through every step. Loved seeing a smile in there faces!!! Great ladies in this office

corp j Great crew, they had my back when I went through some serious financial struggles. Would recommend to anyone that needs a helping hand. All of them were extremely kind and welcoming.

Louella LeBlanc Shawn is extremely knowledgeable and trustworthy. Kerri his assistant is amazing. Both take amazing care of thier clients.

Lisa Sinn We’ve trusted Rick Reyes with our finances and retirement for many many years, and he has exceeded our expectations time and again. From day one, he took the time to truly understand our goals, our priorities, and even how we approach decisions. He explains complex topics in a way that’s easy to understand, answers every question with patience, and always ensures we feel informed and confident before moving forward. What we value most is his steady, level-headed guidance..... especially when my husband gets excited about “high-risk, get rich quick” ideas. Rick has a gift for walking us through the pros and cons, keeping us focused on the bigger picture, and ultimately protecting us from impulsive decisions we might regret. His integrity, transparency, and dedication are unmatched. In a world where trust is everything, we can say without hesitation that we trust him 100%. If you’re looking for a financial advisor who blends expertise, honesty, and genuine care for your future, Rick is the one we’d recommend every time.

Thebrewste30 Excellent service free checking