Find the Best 18 Finance services in Houston, TX (Part 2)

Sam Higgs John is a great guy! Very honest, insightful, and knowledgeable.

Luz Lozano Great advisors! Great knowledge and amazing people. Honest and reliable. I highly recommend them.

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.

The Galloway School Many, many thanks to everyone at Impact! Partners Financial for their incredible generosity of time and financial support. The Impact! team understands the financial details that can help each of us experience increased financial success. THANK YOU for your support of The Galloway School and the community. Each of you deserve your own five-star review for all you continue to bring to the table.

Juan Ramirez Mr Thomas M Wilson went above and beyond to explain the importance of having insurance and the types of policies needed

Helene M I started working with Oak Harvest and Nicole about a year ago. I am in awe at the level of care, compassion, understanding, resourcefulness and professionalism Nicole and the entire team display! They always listen to my concerns and give me viable options which have resulted in my feeling financially secure. I know they are always watching out for me. I cannot say enough good things about Oak Harvest! Thank you Jessica for leading me to your door and Nicole for your spot on recommendations! I feel truly blessed!

Cliff Clark Excellent job in explaining the product and various options with annuities. Never pressured into making a decision, Jessie went out of his way to answer my questions and concerns. Office is very well organized and very friendly.

Luke Adams Savannah Krenek helped me understand investments and retirement options beyond my 401(k). Her guidance gave me control over my money and confidence in my financial future. I highly recommend her.

Jessica Tran Armando Ruiz was very helpful and professional in answering all my question about my pensions so that I can be prepared for my retirement.

Chesa Donovan Love this company, Global Financial Aid Services cares about our clients, our team members and the students we impact every day. Our team works diligently to ensure the best experience for clients and their students.

James Cavalier For many years, I handled my own tax preparation until it became overwhelming. A friend recommended Universal Financial Services, and my wife and I booked an appointment. This turned out to be the best decision we could’ve made. For the past few years, we have relied on UFS and Eursella for all our tax needs. Eursella is extremely knowledgeable, professional, and enjoyable to work with. She understands the tax code thoroughly and ensures you capture all the deductions youre entitled to. I highly recommend UFS for all your tax and accounting needs.

Bill cole We had several questions about an Aetna health insurance policy for my company, so I tried calling and emailing my representative. I was put into a voicemail and did not receive a return email. Not sure if our rep still worked at the company, so I tried calling their main number and another number shown on their website. The main number doesnt work. Even though it prompts you to dial the extension of the person you want to talk to, when you enter the extension, it sends you back into the recording to leave a message. After giving up on reaching anyone through their extension, I tried to leave a message in their general voice mailbox as prompted by the recording. It wont let you leave a message, and keeps re-routing you to leave a message (which you cannot leave). Im not sure, but maybe the company has gone out of business. What service company cannot provide any customer service during normal business hours? Still hoping to talk to a representative........

Michelle Moore Attended one of Eric’s seminar and was immediately impressed with the positive feedback and experiences from the clients at the table. Fast forward, I became his client shortly after, after meeting with him and having him thoroughly explain all the product offerings. Eric really cares about the long term financial success and education for his clients. Best decision I could have made!

Deward Timothy Ive had several financial advisors ove the years, most who tried to get me to make changes that would benifit them, not me. Then, a few years ago, I started working with Justin who was helping me with my wifes IRA. What a breath of fresh air. His advice is straight forward and to the point. Ive never felt he was looking out for himself rather than me. Ive since moved much of my investment money into his care. Good job Justin.

MB Ive had a great experience with IMG Financial Services. Nick Baker and Zach Short have been incredibly helpful, professional, and attentive throughout the entire process. What really stands out is how much they genuinely care about me and my family—not just financially, but personally. I trust them to have our best interests at heart.

Peggy M. Weve been working with Cimillie, the financial advisor at this firm, for about two years now and are very happy with her service, expertise and attentiveness. She recently moved her office location from Leageu City to this one in Clear Lake. The new office space is much better organized and very pleasant to meet in. Her assistant, Casha always promptly responds to our requests, assures any issue is resolved quickly and that our expectations are met. We recommend Edelman financial services to anyone in need of financial planning. They offer excellent returns and comprehensive advisory service for reasonable and affordable fee.

Sam Marshall I’ve been a loyal client of The Goff Financial Group for over 20 years and I can’t say enough great things about Matt Goff and his team. They continue to keep a level perspective despite market swings. I would highly recommend this group to anyone looking to secure their long term financial plan.