Independent Wealth Consultants - Edinburg (TX)

Jonitha Powell I applied for the Harris County grant they asked me in total of 9 bank statements first I was asked for 3 I reached back out to the lending clerk and asked if there was anything else I needed she stated no she had everything the next day I received an email requesting 6 more statements I submitted 6 more of my business bank statements all for her to send me an automated message to email stating "elected recipients will receive a DocuSign award agreement via email with more details and instructions to accept the award" All applicants will be notified of their application result by January 31, 2022 I was hoping for some good news or and straight forward answer if my business were going to receive the grant or not so as an business Ill no what next steps to take to help my business receive financial help

Julia Carella I cannot say enough wonderful things about Chad Carroll and his assistant Crystal. From the very beginning, they have been incredibly friendly and professional. Chad truly takes the time to get to know you and your financial goals and does an excellent job of explaining everything in detail. All of my dealings with the office have been handled promptly and professionaly. In a world where it can sometimes be difficult to know where to find professionals you can trust, this office serves as a shining example of how it should be done. I would highly recommended Chad Carroll and Crystal to anyone in search of financial advising. I am so happy that I chose them and will remain a loyal customer for life. Thank you Chad and Crystal!

Maria Villarreal Having a lot of trouble get my advisor to call back. Have not had my request answered, its been over a month. This is not the first time this has happened.

Emily Asminda Almazan John took the time to understand my goals, explained everything clearly, and helped me create a plan I actually feel confident about. I never felt rushed or talked down to — just supported and informed. Whether you’re just starting to build wealth or refining a long-term strategy, John is the kind of professional who listens, educates, and empowers. Highly recommend him to anyone looking for honest, knowledgeable financial guidance.

Linda Sepulveda Very friendly staff and diligent in helping to find the best option.