Heights Finance - Brownsville (TX)

Ann Zimmerman Ive been with Texas Wealth Management since 1992. They are honest and truthful. I You will be glad you went to them.

Andrew O. I felt I was being taken advantage of by my prior bank that managed my trust. I was paying exorbitant fees that were incompatible with the level of service I was receiving. I was looking for a wealth manager who is trustworthy, transparent, accessible, and easy to talk to and I’m glad I found Lance. Since moving my investment portfolio over to his firm, I have been very pleased with the service and the level of communication that I get. I no longer feel like I’m just a number and I always know exactly what I’m paying for.

Melinda Norris When we moved to Horseshoe Bay fifteen years ago we had Corey take over our investments. Corey has done a tremendous job with his attention to our accounts. He is not only our Financial Planner and Advisor but has become a trusted friend and confidante which is extremely crucial when youre putting your financial future into someone elses hands.

Katie Bonnell So I went in today to open a bank account. I was able to do mine with the manager of the facility. Instead of focusing on what we were doing she was helping everyone else then gradually getting back to what we were working on. Then towards that end after I done stayed that Im not familiar with this bank I really wasnt given any information everything was speed through. No information about online banking, if there is an mobile app no nothing. Also its not a huge deal or anything but anywhere else would give you a folder of some type to put your paper work in. Here nope your just handed this stack of papers along with little ones that could fly away as soon as you step outside. She really didnt explain everything they had to offer either so it wasnt a pleasant experience. Im not impressed and would not recommend due to poor customer service.

luis aguilar Very Friendly And Welcoming!! Always goes out of there way to help out as best as they can! Thank You for your wonderful service.

mimi55 mu Superb customer service! Marisol and Jennifer are awesome! I recommend this location because of these two!

Sue Gary Great Customer Service.