Safeguard Financial Services - Houston (TX)

Dianne Preston My husband and I have been working with Danny Morgan for the last few years, and he has been an absolutely amazing advisor! He has thoroughly and oh-so patiently walked us through every step of the process when we decided to finally keep track of our scattered assets (401Ks from old employers, etc.) and plan for an eventual retirement, and hes never hesitated to be there to answer questions and to check up on us. Danny has even personally delivered holiday gifts and sent cards for our anniversary and birthdays - a lost art in customer service and lovely touches that are very much appreciated! We highly recommend hiring Danny and his admin Vinka!!!

Nancy Hierholzer Mr.Pounds has been my financial advisor for several years. He has helped me significantly in clarifying my current & future financial goals as well as my objectives for my investments. He is clear, friendly, approachable, and honest. When the market fluctuates, he is a calming voice and practical advisor. His staff has also been excellent and efficient. High praise for Britt Pounds!

Matthew Hefti Traci Rannefeld was a huge help to me. She answered all my questions, was smooth, fast, worked hard to make everything convenient for me, and was all-around a great person to meet and work with to take care of important life and financial issues. She was kind and patient. I recommend her as a person to help anyone looking to take care of their insurance and financial planning needs.

Ms. Ladybug Marty Sanders My visit with Mr. Claypool was pleasant and stress free. Took time to get to know me and shared some personal information as well. When we ended our first Zoom meeting, I knew I had taken the first step towards gaining a clearer picture of where I stand as a special educator who is thinking about retiring. I look forward to meeting Mr. Claypool in person, together we will be able to map out a plan for me that will lead to retirement without fear; instead, with confidence and joy.

Moises Carranza amazing customer service, were fast and easy to talk to. Very helpful and highly recommended. Especially grateful since they were able to help me out of all the other places i tried. Truly grateful and amazing experience from the worker

Debbie Garcia Mr.Salvador was the representative who assisted me . He was awesome in explaining the process thoroughly and efficiently! I would definitely recommend Security Finance ! Thank you