Roberts Wealth Management - Sugar Land (TX)

Deena K How many times does one need to confirm an appt? Im a grown woman, if I cant make it Ill call so I go to their office and bumper lips in there said they gave away my appt. BAD Business!! I was skeptical anyway due to their lack of interaction at the dinner, they couldnt wait to pack up and leave. Its a wonder I tried to see what they were all about. Question answered.

Robert Silvestri I was a member of the Allen Chamber of Commerce and have been a Financial Advisor for over 30 years. Shirley decided to be rude to me and put down my company in front of another Chamber Professional shaming herself and the person in front of us. She had tripped and falling down at the meeting and I tried to console her. Once she recovered she decided to put down my company and I have 2 other advisors she has done this with in other networking groups that have made complaints against her. As a Ambassador of the Allen Chamber you would expect more professionalism. I have resigned from the Allen Chamber and you what and if this is who you want to manage your money good luck.

Leandy Valdes Very professional attention, blessings.

Jaimie Benson Excellent excellent place to go to! Amazing ladies and WILL work with you! I won’t get a loan from anywhere else! Stepstone is the place to go!

Serena Jones Solely the only reason my credit doesn’t tank. I’ve been with these guys since high school 10 years ago. The only people I let touch my taxes and the best place to get a loan. Not only do they explain taxes and loans to step by step which I wasn’t taught in high school. they are the most friendliest and caring. My entire family uses them and we will stay with them until they go out of business or we pass. Definitely go visit the main guy Geral he knows how to get you in and out with a smile.

Lisa Weaver We met Ryan in 2016, when he knocked on our door. The best decision was opening the door, since then he has helped us with several accounts. Hes reliable, organized, thorough and honest!!

Monica Rangel Went I to see if I find me something special at a good price. I found several things. Joey helped through it all. Got me an amazing deal. Joey is officially the best person to see.