Heights Finance - Texas City (TX)

Armando Garza I’ve had an amazing experience with the team at Orbis. They take the time to understand my financial goals and provided clear, strategic advice tailored to my needs. Their expertise in investment planning, retirement strategies, and wealth management has given me confidence in my financial future. The advisors are professional, knowledgeable, and great at breaking down complex concepts in a way that’s easy to understand. Their personalized approach and genuine care for their clients set them apart. I highly recommend Orbis for anyone seeking trustworthy and results-driven financial guidance!

Patricia Nabejar Very nice workers, especially Paula. Love the customer service, friendly, and helpful

Clint Caldwell Joseph has been my financial advisor for 10+ years. He has always gone beyond for me and has shown return over anticipated growth. Since starting with Edward Jones in 2007 I have seen many ups and downs in the market. Joseph has walked me through these and really educated me. My money has been able to work harder and I have peace of mind for my retirement and my family. Joseph is a pillar of the community. He has been recognized as a person of the year and over all has fantastic character. I trust Joseph and I highly recommend his service.