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Finance Advising reviews in Houston

  • A
    WealthCreate Financial
    I was referred to WealthCreate two years ago by a friend who had worked with one of their advisor for a few years. The first interaction I had with them was an educational workshop and it was amazing! After a few weeks I decided to enroll in their program. Now couldn���t be happier���they���re very detailed and professional. They walked us through the entire process and still have a very close relationship. Thank you!
    - Rafael S.
  • A
    JAY A. FINN, CPA, LLC
    Jay A. Finn and Joe Zimmerman are the guys to talk to if you need help with your taxes. Whether it's personal or business payroll taxes - or representation needed - they will sort it out! Thank you again Guys!
    - James F.
  • A
    Busch Financial Planning
    The meeting went very well. Gary primarily pointed us toward low-cost Vanguard index funds. I have an MBA, and everything that he told me was completely aligned with what I learned in my finance classes while in college. It is extremely important to find a fee-only financial advisor to ensure there is no conflict of interest. He is a member of the Garrett Group and a CFP. We continue to use him yearly to show us how to rebalance our portfolio, and I expect continue to use him until he retires. If the price tag seems excessive, it is a drop in the bucket compared to what you will lose when given poor financial advice.
    - Rachel C.
  • A
    Scoreology
    Credit Dr. has literally changed my life. It's given me financial options I didn't think would be possible with my credit history. Within 60 days, my credit score was up by 100 points on 2 different reports, and since then its been climbing every month. What I like best is that Credit Dr. is a small team of dedicated folks- not some nameless, faceless entity. Scotty and I talked on the phone for about an hour about my situation and goals for free, explained how simple the system is, and reassured me that he and partner Ed would help me get out of the hole. Their system is easy and works fast if you follow protocol, which really is just taking pictures of the mail bill collectors send you and sending it to Ed. One thing that I can't stress enough about Credit Dr. is this, through 17 plus years of being treated badly by banks and credit recovery systems- The guys at Credit Dr. make you feel like family. I live in Houston Texas, in an area that was badly affected by Hurricane Harvey- and like family Ed and Scotty checked in with me and asked if there was anything they could do to help. They are really working hard to change the way this process works if you are struggling with bad credit, please don't think you are trapped. Credit Dr really works, and they are a joy to deal with. I never believed it could be this easy, but it really is. I cannot recommend this company enough! 10/10
    - Mark A.
  • A
    Albert Okagbue CPA LLC
    My experience was really good. You are not just a number. He really wants to get to know you, your situation, and about your family. I felt like he wanted to understand the whole of my situation and what I am trying to do being a recent grad from school. My situation maybe is different from somebody else. That type of thing. A kid on the way, he really listened to the whole picture so I really appreciate that. I just would highly recommend them. If someone is looking for a family type of guy who looks at everything and not just one aspect of money, he is your go to.
    - Faith U.
  • A
    Oak Harvest Financial Group
    I contacted Oak Forest Financial Group to inquire about retirement options and 401k. Even though I did not fit the profile of their customer, they took time to offer me some alternative options as well as advice. Very professional and highly recommended!
    - Matthew A.
  • A
    Your Estate Sale Team
    Mary and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. Mary and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , Mary was able to place in a well known antique shop. Mary is a woman of her word.
    - Sharon A.
  • A
    Lincoln Carr & Associates
    I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance.  Mr. Carr (owner of Lincoln Carr & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future.  Additionally, my son's were left $80,0000 a piece from their paternal grandparents who died earlier this year.  Because they are both minors, I wanted the money placed in a Trust until they turn 18.  Mr. Carr provided me with several options and explained the pros and cons of each of them.
    He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning.  His passion is people and it is reflected in his professionalism.
    - Roxane J.
  • A
    Michelle A. Friedman, CPA, PLLC
    I have used Michelle A. Friedman, CPA for a multitude of accounting services for over a decade. I was lucky enough to find her after switching from a "big" accounting firm, where I was just another number.
    Her knowledge is extensive, her service is unpar and prompt, and she is always available as an excellent source for accounting/financial planning issues. Michelle A. Friedman has a great and professional demeanor, which makes accounting issues much easier to deal with.
    One may be able to find less expensive, as well as  more expensive firms, but when it comes to service and professionalism, this is the best place to go. Can not recommended anyone better than this firm.


    - Michel S.
  • A
    Ameriprise Financial
    We go to Fred Miller there. We like him a lot. They're excellent. We've been going to Fred for at least ten years. He's got us on the retirement track and every time we changed jobs we would role our 401k into an IRA. He's been managing all of those and he's got us going this way that we will be able to retire. He's really good and I really like him. We go at least once a year, though we should be going more often. The yearly fee is about $350. I feel confident in him, that he's taking care of us and our finances, because I don't understand anything like that so, whatever he tells us to do, we do. He explains things so simply, so that helps and we trust him a lot. They've really done well with our IRA's. I recommend him to everybody.
    - Jo B.
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Financial Advisors in Houston

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