Griffin Asset Management - New Braunfels (TX)

Steve Adams Dave Ramsey approved financial planning business. I do too but Im a little prejudice, my mother Charlotte Adams is the owner/president CFP there. Younger brother Matt,a Texas Tech graduate is a CFP there also. Mom will meet with you at no cost the first time while determining your most crucial needs. Dad runs errands to Sams, Office Depot and pays the bills. I did the filing and shredding from 1995 until the economy crashed around 2010. A Christian based business, Dads a retired Church of Christ minister, and my Moms as genuine and sincere as they come.

Trace Oswald Blake Wallace is a very knowledgeable financial advisor whom guided me through all the in’s and out’s of investing. I had never before invested a single dollar in the stock market yet he really helped me understand how everything works. Honestly, I was very pleased with his face to face meetings and walked away every time knowing I made the proper choice with investing a substantial amount of money with his firm. Thank you Blake Wallace for everything and I pray for many more blessed years to come!

Louis Goff The manager, Lucia , was very helpful. Was a little skeptical considering that we had to drive all the way for schertz to seguin and out credit wasnt so good but my wife spoke with Lucia and she was very understanding and most of all a caring human being she help every step of the way to get us what we needed for our family and we appreciate her care and concern . She also explained how all of this works and answer every question we had and didnt have a problem repeat things to us . I would absolutely recommend her and this place to friends and family.

Chanel Nicole Amazing people , so sweet and positive and helped me in a jam, everything was fast and smooth process definitely recommend!!!

Jasmine Perez Jewels the branch manager was very helpful, answered all my questions and was able to get me covered! Receptionist was very polite/ welcoming as well!

J. Fischer I’ve been a Financial Synergies client for many, many years. My mom and dad originally introduced me to Mike Booker and Bryan Z and I’m forever grateful. Not just for the increases in my investments, but for the peace of mind they give me during turbulent times. Will Goodson is my day-to-day contact there. He is brilliant when comes to my taxes and retirement type questions. I give them a solid 5-stars!! Call them for a consultation today.