Wellby Financial - Houston (TX)

Tyler Hunt I legitimately love my hometown credit union for all my banking needs!!!! The service is phenomenal and customer satisfaction is their number one priority!!! I’d recommend them any day really a nice establishment!!!!! Thank you

George Atuahene Im very skeptical of most advisors but have had a great experience with this firm so far. Comprehensive suite of services, very accessible and highly relational approach. Kate never tries to hard-sell me on anything, patiently answers my questions and works around my schedule. Highly recommended.

Brandi Bailey Rebecca is amazing, and very committed to her clients individual needs and goals. She goes above and beyond with presenting a variety of options to meet client needs, and works hard to give the very best outcomes for everyone that she works with. She is well-informed and so easy to talk with about finances and life goals. Shes truly the best!

Anna Mary Garcia and Michelle are so amazing, very helpful and understanding helping me understanding the whole process of the loan

Ken Tabor I know Gary Thomas and have complete trust in his desire to do well for his clients. Gary has a tech background, which he uses to offer his clients a different level of service than his peers. If you’re looking for a financial advisor l you need to call Gary and talk to him.

Shelby Saul We recently met with Connor Copley, and what stood out the most was his dedication and integrity. He took time to work outside regular hours with us. He remained professional, courteous, and thorough throughout. We never felt rushed; instead, we felt heard, supported, and confident in our decision. We couldn’t be more appreciative of his outstanding service and personal commitment—and strongly recommend him to anyone seeking knowledgeable, financial guidance.