Teachers Rock Financial Services - Beaumont (TX)

Red Headed Reviewer We are visiting elderly grandparents here. They took us to meet their financial advisor at Valley Financial in the event that something should happen to them. What could have been an uncomfortable conversation, instead the meeting was very helpful and informative for all involved.

UofH Cougar Retirement account fees have gone up since 2013, and the financial advisor conveniently failed to alert me to this - I had to discover it on my own. Their high retirement account management fees can add up to tens of thousands of dollars (or more) in loss of future growth if you dont plan to retire for many years. Also, anytime you have a managed account, those funds are invested in Bank of America & Merrill lynch related holdings like Blackrock instead of elsewhere where they could possibly have more growth. Do your homework and check the fees they are charging.

charles gordon Jim Tabak and is team are the best at what they do. My brother and I are second generation customers with Jim Tabak. Our late father had all his investments with Jim Tabak for over three decades. My brother and I are secure knowing our portfolios are managed effectively and our individual needs are met through contact with Jim and his team. They are all professional, highly knowledgeable and well-versed in all the products available. I would never trust my holding to anyone other than Jim Tabak and his team.

Brian Tabor Steven is really great at what he does. He is also a great person. Thank you.

Chelsea Ashley was so helpful and walked me through every step! She made sure that I understood everything throughout the whole process and made it so easy to get the help I needed

Odilia Alcorta Amazing and quick service! The girls here are so nice! And we enjoyed a good laugh or two lol 10/10 recommend!!