WJ Interests Financial Advisors - Wealth Management - Sugar Land (TX)

5 /5 Therese Trahan: I am blessed to have been introduced to WJ Interests to manage my finances many years ago. They have consistently gone above and beyond to demonstrate their commitment to me. (financial and personal). My interests are first! They are the total package! I’m enjoying my “next life” in retirement with proven leaders in their field.

5 /5 David Johnston, Jr: It was an excellent experience!

5 /5 Jeff Horn: I chose to team with WJ Interests back in 2022, as I felt the need for some guidance in the 3-4 years leading up to retirement and, more importantly, during retirement. I do not regret my decision. They have been a trusted partner and I feel confident in my current - and future - financial state. Beyond finances, the WJ team has demonstrated an understanding of the importance of having a purpose in retirement. Without a doubt, they "get it". Highly recommended.

5 /5 Bruce Mercer: Their attention to detail and personalized service, including their comprehensive app for calculating the sufficiency of your retirement savings using variable factors under different scenarios, their expertise in social security and medicare decisions, their periodic seminars regarding what is going on with the economy and investments, and their regularly scheduled face-to-face meetings to discuss your portfolio and how it still fits your goals is great! Not to mention that their financial performance has been very good and well thought out. Highly recommended!