Avidian Wealth Solutions - Sugar Land - Sugar Land (TX)

5 /5 MM Roofing: Preston Snow and Kim Ton are awesome! Highly recommend this company. Very personal service. Outstanding!

5 /5 Dennis Ogren: I have been with Avidian since 2012 when I retired. Couldnt have made a better choice to mange my portfolio through good times and bad. The options offered for my portfolio and the results have fit my goals to a tee. They are always informative and have a great staff that fills my requests and answers my questions in a much appreciated timely manner.

5 /5 IRENE LAWDER: Thomas Brown does an excellent job of keeping us informed without overwhelming with details & reports. He is always available when specific advice is needed. We highly recommend Avidian.

5 /5 JP Scott: The Sugarland office has really helped me with my transition from work to retirement. Ms Kim is great and Mr. Snow is very patient and knowledgeable. Mr. Snow has been my advisor for over 13 years. Nothing but good to say.

5 /5 John Powell: Preston Snow and his team at Avidian in SL provides me with excellent service. He is the consummate professional and couples confidence with experience to provide sound financial advice. When he moved from Chase (to STA Wealth becoming Avidian), I moved my investment portfolio to him and generally have been satisfied with its performance. My only reservation is that there is no Avidian application (similar to Personal Capital) that tracks my overall wealth graphically, to monitor and manage my cash flow, budget, RMD, taxes and estate planning effectively. The relationship has been very satisfactory and beneficial to me.