Retirement Planning & Wealth Management - Lake Jackson (TX)

K Lewis Registered and funded an account online since there isnt a branch in my state. Truist closed the account two days later. Contacted customer service to find out why and was told I needed to visit a branch to provide identification. I again explained Im no where near a branch and asked if there was an alternate method to verify ID. To send via email, document upload, etc. The representative stated no, the only way to verify identification is at a branch. When I asked about my funds in the account, she said she didnt see any money. I corrected her immediately and told her "SunTrust" debited the funds because its on my bank statement. Trust purchased SunTrust and clearly hasnt updated the name but the money left my account. Navy Federal also confirmed Truist withdrew the funds. Trust continued to say they didnt receive any funds and they couldnt reopen the accounts. So I filed a fraud dispute with Navy Federal against Truist.

Masoud Rahman Great services on financial advising. Mehdi is knowledgeable, friendly, and patiently answers questions.

Bob Miller I went here very recently and a young woman named Yenni helped. She was very respectful towards me and very patient considering I’m elderly and have less knowledge of what’s going on. She is a very passionate young lady .

CJ Shaw If you need a financial advisor, look no further than David Maxwell. His knowledge of financial planning goes above & beyond everything you’ve been looking to find. When talking with David you can expect him to be honest and straightforward, and he will treat you like family. David is very personable, and he has a genuine interest in your life, your family, and your goals. I definitely give David a 5 Star Rating! ⭐️⭐️⭐️⭐️⭐️

ken walton I have never felt more secure with my investments. I was tired of losing money in 401ks and the market. When I met John and we had our first meeting I knew that I had met a friend forever. After an extensive research into Allianz (whom I had never heard of) all my doubts were over. I am more than happy with not only John but I love his whole staff that always make themselves available in the most courteous manner that I could ever ask for.

Biff Jones Customer friendly