Silver Oak Financial Group - Houston (TX)

Jacob Gregory Small town bank who will always know you by name and need.

Wendy Bode Great service by Rachel and Amanda. We recommend then often.

Paty Resendiz They are amazing.

S Pannell Superior service and expertise. Ranked within the top 100 advisors in the US yearly. She is ranked no 1 in my book. Something to know: new clients are only accepted who have been referred to her from another client that is a personally referred.

Chris Gorgol Terrible experience, spent multiple days gathering paperwork and getting confirmation about the exact process. Once we arrive we are told for the first time that the vehicle for the title loan had to be present for pictures. The lady didnt care or offer any sound alternatives. We use another location

Joseph Powers I sold my company in 2023, the best thing that I have done since then was to hire Richard Barrick and TFA to handle my monies. He and I speak often, he has masterfully handled my finances, and he gives me peace of mind, knowing that my future is being watched out for by someone that knows me and what I want/need so I can focus on the happily ever after. My only regret is not hiring him/them sooner.

John Gilliland Our agent was very knowledgeable and made the experience A+. She was very professional

Melissa Maldonado Both Christian and Anna were very friendly and helpful. They got me a great deal. I would recommend them and the business. I would continue to do business with them.