Third Coast Wealth Management - League City (TX)

Jaquilyn King Highly recommend. Amazing customer service and a great help. They were very quick and took the time to help me with recommendations regarding my rims

Emily Williams Nancy Zepeda is incredible! We are first time homebuyers and Nancy made the process so much easier than I expected it to be. She was incredibly patient with me and answered every little question I had for her in a timely manner. I’m so grateful for her and her team through this process. I highly recommend Nancy.

Robert Silvestri I was a member of the Allen Chamber of Commerce and have been a Financial Advisor for over 30 years. Shirley decided to be rude to me and put down my company in front of another Chamber Professional shaming herself and the person in front of us. She had tripped and falling down at the meeting and I tried to console her. Once she recovered she decided to put down my company and I have 2 other advisors she has done this with in other networking groups that have made complaints against her. As a Ambassador of the Allen Chamber you would expect more professionalism. I have resigned from the Allen Chamber and you what and if this is who you want to manage your money good luck.

Joseph Rios Was one of the most nicest person they really help and break down what they are doing for first timers I feel really comfortable when I’m in the office

Octavio Garcia We are very pleased with the service offered by Sergio, very professional and does not hesitate to let us know His best observations. We highly recommend him.

Colin Osborne Kyle Kruger is a class act and helped me get situated with my account. It was a pleasure doing business with you.

J. Fischer I’ve been a Financial Synergies client for many, many years. My mom and dad originally introduced me to Mike Booker and Bryan Z and I’m forever grateful. Not just for the increases in my investments, but for the peace of mind they give me during turbulent times. Will Goodson is my day-to-day contact there. He is brilliant when comes to my taxes and retirement type questions. I give them a solid 5-stars!! Call them for a consultation today.