Keywords: establishment,finance,point_of_interest

Growth Horizons Wealth Management - Georgetown (TX)

Address: 🏡 601 Quail Valley Dr, Georgetown, TX 78626
Phone : +1 (737) 215-8317

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJWYCcAyHXRIYRL0gU7htlE4M

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    Centennial Advisors, LLC - Georgetown
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    Sheila Smith: I have been a client of Centennial Advisors for the past 3 years and I absolutely love working with this company. I have and continue to learn so much about my retirement portfolio and how to make wise decisions partnering with my financial advisors. They are very welcoming with questions, really proactive in engaging on finding the right solutions and provide extensive guidance on areas that I require more information. Working with Centennial Advisors is like being around family that cares for your wellbeing. My current advisor, Christopher Larsen is an excellent advisor that goes above and beyond to engage me with to where I feel confident with his advises and suggestions. I know I am not just another number in their client database. They care for my financial success and will do their best to be there to support me as best as they can. So thankful and grateful for Centennial Advisors and their entire staff as its a team effort to run a successful organization that believes in making customers a priority. Thank you, Centennial Advisors!
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    Steve Lopez: Darrick Mcgill did a terrfic professional job handling my insurance needs and services at Primeria.Thank you Darrick,
    Merrill Lynch Wealth Management - Georgetown
    Financial Services - Georgetown
    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!
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