Top 15 Financial Advisors in Houston, TX

Chad Caldwell This was originally a 2 star review. See end of the review for Smart Financials actions related to my original review. Ive been very impressed with my local branch, but the call center has been a different story. My first interaction was with Valerie. She was friendly and answered all of the questions I had at the time. She also gave me her direct number in case I had any further questions. This is where the customer service has hit an iceberg. I have called her direct line 5 times in two weeks with no response. I know its the correct number because her greeting states her name and says shell contact you back in a timely manner. Im unlikely going to continue this loan process with yall since I have been completely ignored. Will likely just stay with my current "to big to fail" bank, since they at least return queries to my questions. Jeremy and Angela contacted me and completely remedied the issues with me, and I am very satisfied with their response. I believe they will be using this as a team coaching opportunity, and should not be a problem in the future.

Christina Magri James is exactly what I had been looking for in a financial advisor and coach. He took the time to listen to my financial goals and anxieties, and then provided me with a comprehensive financial plan that I feel confident about. James has given me peace of mind by breaking down an overwhelming situation and making it feel manageable. He is empathetic and genuinely cares about helping his clients. James is highly qualified, responsive, and efficient. It has been an absolute blessing working with him and I would recommend him to anyone.

Rich I have been a client of Dawson Financial Services for > 15 years. They have always been responsive to my needs, honored my investment preferences and provided comprehensive periodic reviews. The staff is very knowledgeable and works to provide the best investment and estate planning information and services to meet my requirements.

Kimberly J I got a loan with OneMain Financial to help build my credit a while back. Since then, I’ve received multiple emails saying I’m approved for a loan increase. But every time I apply, it says I’m approved then someone says I need to use my vehicle as collateral. That was never mentioned upfront on the application, which feels very misleading. On top of that, I had a scheduled call they never made, and when I followed up, no one called me back like they said they would. So I contacted the store and spoke with i believe someone named Maria and I explained everything and asked to be removed from these misleading emails. The woman said she’d remove me, then hung up in my face. Overall, poor communication and false advertising.

Tung Mai I am so grateful to Nexa Mortgage, Financial Suit team, and especially Phong Truong, for making my dream of owning a home a reality. From the very first conversation, Phong was incredibly kind, patient, and knowledgeable. He made what could have been a stressful process feel easy and manageable. Phong took the time to really understand my situation and worked tirelessly to secure the best loan for me. He kept me informed every step of the way, explaining everything clearly and making sure I felt comfortable and confident. Thanks to Phongs hard work and dedication, I was able to close on my home, and I couldn’t be happier. If you’re looking for someone who truly cares and goes above and beyond, I wholeheartedly recommend Phong Truong, Nexa Mortgage and Financial Suit team. They’re simply the best!

Angelica Vasquez I had such a great experience working with Isabella at Wellby Credit Union! I was nervous about refinancing, but she made the whole process so easy and comfortable. She was so kind and patient, answered all my questions, and got me a great rate. I’m really grateful for her help!

Incognito Miller 2. Thats it. These people have made my life a living helll and have pushed me so close to the brink of bankruptcy. The only reason for the second star is because their nice on the phone.

Juliana Brensinger We’ve been working with Matt for over two years now and couldn’t be happier. He is attentive, knowledgeable, and always makes himself available whenever we have questions or need advice. Matt takes the time to understand our goals and has helped us feel confident about our financial future. We genuinely feel like we’re in good hands with Matt and his team. Highly recommend!

victoria earnshaw Albert is extremely knowledgeable and professional. He made me feel so comfortable and really explained the process and options of different life insurance policies to suit my family’s needs. He really cares which in my opinion is rare these days. I will definitely be recommending him to family and friends.

Tonette Stem 49 Financial made planning for retirement a smooth and stress-free experience. Their team took the time to understand my goals and offered clear, thoughtful guidance tailored to my needs. I felt supported every step of the way. I highly recommend their expertise and personalized approach!

Ann Robertson Trippon wealth management is the best financial company in Houston... hands down! Jim and his entire staff are so professional and treat you like family! I will always recommend them to anyone!

Nicole Dabrowski Great group of people to work with.

Sashikala Friedman Very nice place, easy to get approved. Love this sight.

Payton Smith Ive worked with Colton on multiple occasions, and his service has always been exceptionally reliable and outstanding. Coltons responsiveness is impressive, and he goes out of his way to ensure that I fully grasp each step of the process, providing valuable insights along the way. His dedication to follow up and address all my questions is truly praiseworthy. I am continually impressed by his profound knowledge and the sincere effort he invests in assisting me. Based on my experiences, I highly recommend Colton and Future Financial to anyone in search of expert and dependable guidance.

C Hall I needed a loan to help pay down some expenses. They were incredibly helpful and detailed. They were able to get a loan that was incredibly beneficial in catering to my current income and interests. All within a matter of hours. Very grateful for this awesome experience.