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Goodwater Wealth Management Group of Raymond James - Georgetown (TX)

Address: 🏡 1104 S Rock St, Georgetown, TX 78626
Phone : +1 (512) 686-1080

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ30I7JGjWRIYRtgulYu5Zztg

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  • Top 15 Financial Advisors in Georgetown, TX

    09-2025 Goodwater Wealth Management Group of Raymond James in Top 15 Financial Advisors in Georgetown, TX
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    Steve Lopez: Darrick Mcgill did a terrfic professional job handling my insurance needs and services at Primeria.Thank you Darrick,
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    Welington Fernandes: I only stayed on the call because my insurance covers it, but this was hands down the worst customer support experience I’ve ever had. The wait time to speak with someone is incredibly long, and when you finally get through, youre met with a rude and unhelpful agent who clearly has no interest in actually assisting you. They talk over you, don’t listen, and make the entire process even more frustrating. If youre thinking about calling them, prepare to be extremely patient, or better yet, avoid it if you can. Absolutely unacceptable service.
    Edward Jones - Financial Advisor: Michelle L Marshall, CFP®|CEPA®|AAMS®|CRPC™ - Georgetown
    Tara Shumar: I absolutely love Michelle and her office. Not only is she professional and knowledgeable about the market and our investments, she is also so friendly and personable that the entire process feels like a breeze to set up! Knowing her for years now, I trust her ability and judgements and I know she strives to provide what is best for our needs and goals. Her office even calls our family for a personal Birthday greeting every year.. the level of customer service is unheard of. Do not hesitate to schedule an appointment and find out for yourself! Last but not least Michelle is known for her philanthropy and loves to take advantage of opportunities to help others all around the world. I love when businesses and business owners make this a part of their goals!
    Charles Schwab - Georgetown
    Mark Ryan Realtor: I have an account with Schwab already. I opened up a trading account on Tuesday night, and funds showed in the account on Wednesday morning. Here it is, the following Monday and the transferred funds STILL have not cleared. It’s 2023! Nowhere in the world does it take this long for funds under $1,000 to clear. In the mean while the stock I wanted to buy has now double in that time!
    OneMain Financial - Georgetown
    Chris Gorgol: Terrible experience, spent multiple days gathering paperwork and getting confirmation about the exact process. Once we arrive we are told for the first time that the vehicle for the title loan had to be present for pictures. The lady didnt care or offer any sound alternatives. We use another location
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    Raul villa: I was referred to Wise Counsel’s services by a trusted friend, and it quickly became clear why. I worked with Trent Connor, one of their highly knowledgeable advisors, whose expertise and professionalism made the process straightforward and seamless from start to finish. I highly recommend their services.
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    Sloan Spacek: Jeff is so knowledgeable in so many areas! He absolutely knows his business. He has helped us tremendously in creating a plan for our future, while also giving us peace of mind with our week-to-week situation. Having 3 daughters, it was so important to us to find someone we could trust to help with all of life’s questions when it comes to finances and insurance. And find that person we did! He is also a great human being on top of that. One of the only things I regret is not finding the “White Stallion” sooner.
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    Alec M.: I was looking for some quality unbiased financial advice. Thats exactly what I got. Highly recommended.
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