Wellby Financial - Pasadena (TX)

Jamie Meek Carter Financial Group is amazing. It was a little tough getting some of my stuff moved over but Mandee worked diligently and persistently until it was done. Client service is impeccable! I highly recommend them!

Precious Trammell Amazing service the ladies were so nice I will recommend everyone

Katie Bonnell So I went in today to open a bank account. I was able to do mine with the manager of the facility. Instead of focusing on what we were doing she was helping everyone else then gradually getting back to what we were working on. Then towards that end after I done stayed that Im not familiar with this bank I really wasnt given any information everything was speed through. No information about online banking, if there is an mobile app no nothing. Also its not a huge deal or anything but anywhere else would give you a folder of some type to put your paper work in. Here nope your just handed this stack of papers along with little ones that could fly away as soon as you step outside. She really didnt explain everything they had to offer either so it wasnt a pleasant experience. Im not impressed and would not recommend due to poor customer service.

Ryan Boyd Pretty sleezy operation. Chris Aitken found my professional network, took my business phone to solicit his (unwanted) financial service, then automatically added my email to his subscription without my permission.

Stephanie Portorreal Keith is amazing ! We were first time home buyers and Keith guided us through the whole process. He is very informative, professional, honest and has a kind soul. He really care about his clients , he makes sure they get a great deal that benefits them in the home buying finance. I HIGHLY RECOMMEND Keith and his team!

Collin Hadley Bret took the time to hear my needs and get me the proper life insurance coverage I needed. Bret & Kim both communicated clearly with me and made it a simple process. Thanks