Stewardship Wealth Management - Fort Worth (TX)

Olga Hernandez Staff was very friendly and professional. The process for my loan was fast and easy. Thank you for the great service.

Jonitha Powell I applied for the Harris County grant they asked me in total of 9 bank statements first I was asked for 3 I reached back out to the lending clerk and asked if there was anything else I needed she stated no she had everything the next day I received an email requesting 6 more statements I submitted 6 more of my business bank statements all for her to send me an automated message to email stating "elected recipients will receive a DocuSign award agreement via email with more details and instructions to accept the award" All applicants will be notified of their application result by January 31, 2022 I was hoping for some good news or and straight forward answer if my business were going to receive the grant or not so as an business Ill no what next steps to take to help my business receive financial help

PaC MaN Helen was so helpful! She answered all our questions and was very fast with the whole process! Recommend them 10/10

Bob Budweiser Imagine an office delivering financial services in the 80s slowly and ackwardly managing communications by fax machine... Thats what we experienced.

Priscilla Garza My husband and I went through Rosa’s Financial. Let me say it was one of the BEST decisions we made! We recommend 10/10! Cassandra is the best at what she does! Thank you Rosa’s Financial!! We’re living out our dream!

Matt R I met with Joseph to roll over my 401(k) from a prior employer to LPL and the process was so simple and easy to do. Joseph was very knowledgeable and helpful - thank you Joseph!

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.