Michael Gates - Thrivent - La Grange (TX)

Daryl Mensik The Creme Wealth Team has been taking care of my family and all of our financial planning needs for years. They also help with our companys 401K and all our employees retirement account needs. They have been willing to work with and coordinate with our Accountant, Estate Planning Attorneys, and 401K Compliance Administrators in the past to assure a seamless, white-glove service experience. Usually we all we have to do is sign a few DocuSigns and they do the rest. Weve been very blessed to have them on our team and look forward to working with them for many years to come. HIGHLY RECOMMENDED!!

Lee Montville Has wonderful nice friendly atmosphere and the guy is extremely helpful

daniela gonzalez Excellent Financial Advisor! Super friendly and able to answer all my questions. I felt very comfortable, excellent service ⭐️⭐️⭐️⭐️⭐️

Kenneth Vazquez Tony at Juarez Financial & Tax is fantastic! He makes tax preparation and financial planning stress-free by explaining everything clearly and ensuring I’m informed about what I need to know now and how to prepare for future growth. His guidance helps me make the best decisions today while setting myself up for continued success tomorrow. His attention to detail, professionalism, and knowledge give me complete confidence that everything is done right. Tony is always patient with my questions, quick to respond, and proactive in finding the best solutions for my needs. He truly goes above and beyond, and it’s clear he genuinely cares about his clients’ financial well-being. If you’re looking for someone you can trust with your taxes and long-term financial planning, Tony at Juarez Financial & Tax is the one to call. Highly recommend!

Scott Casey Very knowledgeable and customer service oriented.

Deb Tx Erik and his team are the best solidified coworkers! Every one of them have the same passion as Erik for getting correct information quickly. They all care about our personal wellbeing as much as they care about taking care of our financials. We highly recommend them!

Matt R I met with Joseph to roll over my 401(k) from a prior employer to LPL and the process was so simple and easy to do. Joseph was very knowledgeable and helpful - thank you Joseph!