Sugar Land Financial Advisors - Sugar Land (TX)

Vicki Chen Scott has been my financial advisor for several years and I’ve had nothing but a positive experience. He has helped me manage my investments and evaluate the effects of major purchases such as a vehicle and my first home. His office administrator Jeoffrey is fantastic as well. I would recommend this team to anyone!

Edgar Garate David Salinas is a great financial advisor and his supporting staff. He’s very thorough and explains everything he is doing. You are in good hands.

Brady Sapp This guy knows what he is doing. I enjoy doing business with him!

Beth Felder To say that I trust my investments to be handled by Shafen Crawford would be an understatement. He shows me respect and never hesitates to answer any questions I might have, with knowledge and patience. If you want to have a financial advisor who makes you feel valued and respected, who treats you as if you were member of his family, who puts your interests above everything, then Shafen Crawford would be the financial advisor to choose. There is no better !

Megan Berry Great customer service and always friendly. I’m glad I switched my bank

kailyn gonzález I had such a great experience working with Julie and Jessica. They were professional, patient, and really took the time to explain everything to me step by step. I noticed positive results on my credit in a short amount of time, and they always kept me updated throughout the process. I feel more confident about my financial future now, and I highly recommend them to anyone looking to improve their credit.

Jane English The customer service is really great. The office is very nice and staff is wonderful. Sandy Amaya is the best.