Next Level Capital Group - Galveston (TX)

Kevin Gonzalez Great experience! Fast, easy process and super helpful staff. Highly recommend!

Gloria Reyes Very nice people Helpful especially Jada she took care of us nice personality and she work with us make sure we had everything we needed. And I love the way she speak spanish

Mona Martin Shawna Howell is exceptionally professional and is always willing to help her customers. She is also thorough with her job in regards to explaining the policy!

Vina Nguyen I recently relocated to Houston, TX, from New Orleans, LA, and decided to find a NEW and local firm that I can rely on for this year’s filing. I came across Paramount and read so many great reviews about Felicia. She made me feel at ease during our initial consultation call and was extremely informative and professional. I am pleased with the outcome. Thank you for making this a breezy, easy, and nonstressful tax year. I look forward to working with Felicia for years to come.

Rick Morian Scott is always willing to answer questions and offer suggestions (with no high pressure) that have proven valuable to my family’s assets over the years. He listens to your concerns and is very knowledgeable of current investment strategies. Janet is second to none in her prompt responses and action re. questions and requests. Her diligence in handling every detail ensures that you have an excellent team looking out for your best interests.

Rochelle Taylor Tom Chaney has been my mother’s financial planner for decades. He has always treated her like family and has assisted her as if he were watching over his own mother. It was at his recommendation years ago that she purchase a long term care policy. Fortunately she trusted all of the financial advice he gave her to include investing for retirement. Due to health concerns, it became necessary for my mom to reside in Assisted Living. As a result of the special care Mr. Chaney took in overseeing my mother’s financial planning, she is 81 years of age and is still able to provide for all her own needs with zero financial burden. Although my mother relocated to the east coast years ago, Mr. Chaney continues to check in on her and is very responsive when we need assistance with any her policies/accounts. The experience with Chaney and Associates is beyond outstanding!!!!

Shahram Tabibzadegan The United States National Bank started in 1874 when the Island City Savings Bank was established with a charter to operate for 50 years. In 1887 the bank was failing and called on Mr. Harris Kempner to help out the financial crisis. Mr. Kempner brought stability back to the bank and was elected President in 1891 and served until his death in 1894. In 1902 the Kempner family purchased 75% of Island City Savings Bank stock. Since that time the Kempner interests have had a dominant part in the affairs of the institution. In 1903 the name was changed to The Texas Bank and Trust Co. The charter under which The Texas Bank and Trust Co. operated expired on December 31, 1923. On January 1, 1924 the bank was chartered as the United States National Bank, the last national bank to use the title as Congress voted in 1923 to discontinue use of the name. In January 1971, United States National Bancshares, Inc., a registered bank holding company, was formed and acquired majority ownership of the United States National Bank of Galveston. In 1982 U.S. Bancshares merged with Cullen/Frost Bankers, Inc. The Texas City Bank and Trust Co. was located at 2201 Market Street. Announcement of a new bank and office building was made in the Galveston Tribune January 8, 1923, under the headline, “Texas Bank & Trust Company Will Erect Twelve Story Building.” The United States National Bank Building was erected on the site of a store formerly occupied by Clark W. Thompson and Hammersmith’s Shoe Store. Alfred C. Bossom of New York, who also designed the Magnolia Building in Dallas, was the architect with Sanquinet, Staats & Herrick of Fort Worth as associate architects. The building was constructed by the Westlake Construction Co. The new bank building was opened to the public March 21, 1925. The twelve story granite-faced, Italian Renaissance style, steel and reinforced concrete structure is rectangular with an angled corner that signifies the entrance. Double doors with a pediment face the corner of Market and 22nd Streets. The building is supported by more than 600 pilings, 37 feet in length. It has a flat roof with wide eaves, and molded cornice. A simple entablature separates the two lower floors from the upper floors. The upper nine floors have the same window arrangement repeated on each floor. Equipment to run the building is housed on the roof. The first story is divided into commercial spaces with display windows and entrances on 22nd Street. The second story is the banking floor. It consists of elongated arched windows separated by pilasters with Corinthian capitals. The banking room is furnished with marble floors and tables, large chandeliers, and paneled walls and ceiling. A mezzanine surrounds three sides of the room. The upper nine floors are designed for general offices.

Garland I have been a client of Dan Dillards even before he started NEST Financial. What originally drew me to him for financial advice was his emphasis on educating people and potential clients. He brought in various speakers to his public sessions and helped people get the facts. And even after forming NEST Financial, he still excels at helping people become educated on financial issues. He now holds video conferences to communicate with his clients or other people on a regular basis. The NEST Team (Dan, Gloria and Sean) work together very well and each person brings a set of skills the mesh together for the client. I have had the pleasure of talking and working with each of them at various times. I like the fact that they keep on the forefront of what is going on in the investment and financial world. When I first came to Dan, he helped me invest old 401Ks (that were consistently losing money) into worthwhile financial investments that turned my situation around. He has helped me with insurance and diversifying my investments... including investments outside the stock market. I have learned a tremendous amount from Dan over the years. And with the current team at NEST with Dan, Gloria and Sean and the work they have done to become associated with Folio, it seems like they are headed for even bigger and better things in the future. I have nothing but compliments for the NEST team... they listen to their clients... they are responsive to their clients for getting things done, never pushy and I feel like they give me advice based on what they truly think is in my best interest.