Voya Financial Advisors - Brownwood (TX)

Ben Epling Intentional Living is an amazing company and Jim is the best. I highly recommend them. Jim is willing to help with every corner of your financial plan to ensure that you are aligned on your goals and can execute a plan to reach those goals

Jennifer Robertson ATM is not working June 2025

Marcus Young The Rosenthals have been our financial advisors for more than 30 years in both a pre and post-retirement capacity. The Rosenthal team (Beacon Pointe – Ft Worth) has done a superb job planning and managing our retirement assets. Their advice and counsel has always been thorough, consistent and strategically sound. Their approach has allowed our assets to grow even with fluctuations in the market. Through the years we have been impressed with their professional employees; from the friendly voice who answer the phone, to the client service support staff, to the financial advisors. The employees’ knowledge level, commitment to excellence and proactive approach, teamed with the resources of Beacon Pointe, make them truly unique. We highly recommend the financial advisors of the Beacon Pointe – Ft Worth office for your financial planning needs.

Francisco Urbina I am extremely happy with the staff at Perez Financial they are very helpful. They guide us through everything. Thank you from the bottom of my heart .

duescala e I went to this office to solve a change that I could not do online, I was very well attended I had to go two days for not bringing my ID the first day Bryan Silva attended me and the second day I was attended, Zeeshan Siddiqui, both were able to help me and I left very satisfied, highlighting that despite not speaking English, they helped me a lot, thank you

Jesus Villanueva Ty Jesus for the help great work