Marshall Wealth Management - Sugar Land (TX)

Wendy Bode Great service by Rachel and Amanda. We recommend then often.

Trisha Trevino Very sweet and professional staff! They listened to my financial bump and came with the best solution to my needs! I highly recommend them and will definitely be a returning customer!

Bell Sonya (Commercial Broker) Great financial and insurance company.

Jane Downs Sandra and Donya are great and have helped us out at crucial times. They also understand a day or two delay in payment but by golly, you had better keep the lines of communication open or Sandra will come to your place. Great people.

Jillian Waterbury This was part of an employer retirement plan. When I seperated from that company, it was extremely difficult to rollover my money to Fidelity. Voya treated me like a criminal when I asked for the verfication not to be sent to my old work address as I no longer had access to that email and they refused to verify me any other way ie with my SS#, address, DL # or any other data. It was extremely difficult to work with them.

Greg Obar David is an outstanding choice for financial advice and retirement planning.

Brittany Muela I would definitely recommend! Everyone has been very helpful through this process, especially Galyn. With how stressful my situation is, she really helped to alleviate some of the stress. She’s very kind and made the process very smooth.