find phone number Independent Wealth Consultants 📱?
(956) 683-1818
What Clients Are Saying Independent Wealth Consultants (GG)
3 /5 Dave: Dropped the ball on allocation. Left contributions in the money market and did not invest aggressively. Lost 1yr of gains.
5 /5 Jennie Klein: Juan Trevino gives sound, authentic, and strategic investment planning advice. He has excellently helped 3 generations in our family, over decades. Highly recommend!
Houston Guy Average sized Chase bank with drive-thru. The first set of doors stay unlocked after regular hours to allow for use of the ATM inside. Ample parking available.
Jordan Rutledge Absolutely love ACU! Since becoming a member, life is much easier! When we decided to get an extended warranty on our car, Candice helped us get the absolute best deal that worked for us and even lowered our monthly car payment! Not only was she sweet and informative, but her communication with us was amazing!
UofH Cougar Retirement account fees have gone up since 2013, and the financial advisor conveniently failed to alert me to this - I had to discover it on my own. Their high retirement account management fees can add up to tens of thousands of dollars (or more) in loss of future growth if you dont plan to retire for many years. Also, anytime you have a managed account, those funds are invested in Bank of America & Merrill lynch related holdings like Blackrock instead of elsewhere where they could possibly have more growth. Do your homework and check the fees they are charging.
Stephanie Espinoza Great Experience.. so attentive, great at explaining and answering any questions I had. And most of all friendly. Thank you Arlen!!!
Cam Gloria is so nice and patient and she was willing to work with me! She explained everything in detail and I love her energy! Will definitely continue to do business at this location with Gloria!
Michael Murray I have been investing with Glenn for over ten years now. Extremely personable, very knowledgeable and always offers options for you to pick from. Highly recommend Griffin Asset Management. Glenn is the man!