Limestone County Treasurer’s Office - Carol Pickett - Groesbeck (TX)

Brian I started working with Scott in my late 30s. I was self managing my portfolio, but it was time to get real and allow a Pro to take me to the next level. I didnt come in with a lot because I wanted to see what he could do. Scott handled my account as if it was a 1M dollar account although it wasnt anywhere close. He earned my trust so I moved 100% of all my investments into his care. We have worked together for over 5 years now and my portfolio is in excellent position to retire on-time and possibly early. Scott knows his stuff, and isnt scared to say I dont know, but Ill find out! I had some unique challenges which he solved. Id recommend this guy to any young guy ready to get serious, or an already diverse portfolio individual. He has a can-do attitude and he will take your portfolio far if you trust and listen to him as I do.

Walter Rock Bill & Jessica at Financial Integrated Solutions have been a great resource in helping my family with our financial plans. They helped us develop a long-term insurance, investment and retirement strategy. They know their business, were always willing to help and had answers to all of our questions.

Kimberly Pollock *HIGHLY RECOMMEND* The Branch Manager at Flower Mound, Samantha O’Connor, has been a huge help to me since I started banking with her in 2019. She is consistently helping me with loans while also offering suggestions on CDs / accounts. She is very personable and has built great rapport with me and is always mentioning programs that are tailor made specifically for my family and I.

Peggy M. Weve been working with Cimillie, the financial advisor at this firm, for about two years now and are very happy with her service, expertise and attentiveness. She recently moved her office location from Leageu City to this one in Clear Lake. The new office space is much better organized and very pleasant to meet in. Her assistant, Casha always promptly responds to our requests, assures any issue is resolved quickly and that our expectations are met. We recommend Edelman financial services to anyone in need of financial planning. They offer excellent returns and comprehensive advisory service for reasonable and affordable fee.

Bookkeeping Department Nick is a newcomer to the Rosenberg/ Richmond area, where he has recently established his own institution to provide assistance to those in need within our community. With over 12 years of experience in the auto loan industry, Nick has dedicated himself to helping individuals facing dire circumstances. His respectful demeanor, extensive knowledge, and efficient approach make him a reliable and trustworthy professional in his field.