Regional Finance - Baytown (TX)

Troll Football Nepal Wanda, Jamie, Caroline, Amy, Megan, and Bri are the best! Friendly and professional atmosphere.

Tony Lara Jordan was very helpful and nice! Amazing customer service!

Julie McDonough My husband and I have been working with Neil for over a year. We are very pleased with the establishment of a financial plan that fits our current needs and future growth. We have 24/7 access to our portfolio to see growth, projections, and so much more. In addition, Neil is very prompt with his responses to our questions and concerns. Neil’s approach to financial planning is straightforward and he is very attentive to details. He takes the time to know our personal details and engage in meaningful discussion. He provides many scenarios and works with us to make the decisions that are right for us. We enjoy the monthly status updates and timely articles relevant to financial planning and investing that we receive. In addition, Neil meets with us quarterly to discuss our portfolio and provide opportunities to make changes and update our plan. We highly recommend Neil and his firm, Krishna Wealth Planning.

Intake Team I have been a client with Rutherford Taylor since 1992. They have always provided excellent service. They did the accounting work for my pharmacy for 24 years and still handle all my tax returns. They are quality people doing quality work with an emphasis on professionalism.

Marianne Maldonado This is my 3rd loan with this company and location. The staff here is amazing and everything is easy and understandable. Great ways to pay back very efficient. Over the passed year due to in time payments my credit has soared. Shout out to Alan Perez for being Professional and making this an easy process.