Sagepoint Financial Inc. - David Rodriguez - Austin (TX)

Sarah Barton Lizzy was great! Quick and efficient!! She made a stressful situation so much better!

Samir I would like to sincerely thank Relationship Banker Lorena Griffin at Bank of America for her outstanding support and professionalism. From the moment I arrived in the U.S., she went above and beyond to guide me through every step of setting up my account and understanding the banking system here. Her patience, kindness, and clear communication made a huge difference in my experience. I truly appreciate her dedication and customer-first approach. Lorena is a great example of excellent service!

Michael Murray I have been investing with Glenn for over ten years now. Extremely personable, very knowledgeable and always offers options for you to pick from. Highly recommend Griffin Asset Management. Glenn is the man!

Neima Chatterton Wanda was amazing, she helped me get a check cashed and set up a card for the remaining balance. Excellent customer service and would definitely be back again. Thank you Wanda!! :)

Ian Lueckemeyer Absolutely fantastic. I was Fairly new to investments and retirement plaining but DCater Joseph and his team helped guid me thru the process step by step to get me on the right track with retirement and my business goals. Excellent service and great people. They are truly there to help you.