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October 2021 by Sue Smith
We are so glad we found Charles after having a bad dealing with another advisor. He definitely is always looking out for your best Interest and takes pride in what he does. He is very unique from other advisors I have worked with. He is very proactive in his trades of equities almost to the extent you’d find with a day trader. There are some advisors out there that just pick a strategy and only look at it when you are about to have your visit. Charles has regular economic outlook updates for all his clients to educate you and know what he’s thinking. I highly recommend Lone Star if you are considering a change.
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March 2021 by J. Shaw Renner
I have been a client of Mr. Charles Bryant for over 8 years. I am very pleased with his watchful eyes concerning my portfolio. He is the reason I have been a client for so long. As a single woman, I appreciate his expertise in investing. Update: Just want to say it’s been 2 years since my original review and Mr. Bryant is still my Financial investment consultant. He is doing a great job. And my investments have flourished through all the covid 19 months. Thank you Charles Bryant!
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December 2020 by Judy Renner
I have been a client of Mr. Charles Bryant for over 5 years. I am very pleased with his watchful eyes concerning my portfolio. He is the reason I have been a client for so long. As a single woman, I appreciate his expertise in investing. Update: Just want to say it’s been 2 years since my original review and Mr. Bryant is still my Financial investment consultant. He is doing a great job. And my investments have flourished through all the covid 19 months. Thank you Charles Bryant!
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October 2020 by Marguerite McGetrick
Charles Bryant is the most professional manager you could meet.He has taking care of all our needs and more.
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September 2020 by Deb Caffelle
When selecting a financial advisor, we wanted someone who could provide personalized service and someone who took the time to understand our goals. We wanted someone who was passionate about their business and was committed to their clients. We were fortunate to be introduced to Charles. Through the years Charles has been there while we went through huge life changing events. He was there as our advisor and am honored to say now a trusted friend. Charles is responsive when you contact him, is always in touch when there are changes to the market, reaches out with opportunities to consider and is always looking at the big picture. He will help you to better understand what your options are as you plan for your future. Without any hesitation, I recommend you meet Charles and consider him as your financial advisor, you will not be disappointed. Deb Caffelle
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September 2020 by Joseph DeCerbo
Since working with Charles he has taken away the burden of trying to stay on top of complicated financial decisions. My wife and I trust him completely and he stays on top of everything. He is a solid professional, a good friend, and has been a blessing to us.
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June 2020 by David Faust
Finding a financial advisor is easy. Finding an excellent financial advisor that puts your welfare first and foremost is hard. I was very fortune to find Charles 12 years ago before he started up Lone Star Wealth Management and it has been well worth staying with him financially. He has become a trusted advisor and good friend over the years. I had gone through several financial advisors before him and was very dissatisfied with their results and when it comes right down to it, results matter. Charles has been a great asset to my retirement. With his advice and financial guidance I have been able to enjoy a very fulfilling life style. I highly recommend Charles to anyone looking to improve their path through life.
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June 2020 by Margaret Waters
Finding a financial advisor is not easy. To find a financial advisor that has your welfare as his number one priority is even a greater challenge. This is why we were so lucky to have been guided to Lone Star Wealth Management. Charles Bryant is a very knowledgeable, caring person that always finds time to let you know what is happening in the financial world. Also, he has always been available to answer questions when we have called him on even the most minor issue. Charles never makes you feel that your questions are trivial, troublesome or a waste of his time. He wants you to feel you can call him with any concerns.Charles is always pleasant and eager to help and put you at at ease no matter what you ask him. Would I recommend Lone Star Wealth Management LLC and Charles Bryant as a financial advisor to any one that would be looking for guidance in this money avenue----the answer is "YES"!!! No hesitation. Of course the market has Ups and Downs and in this sate of uncertainty I am happy and contented that we are with LSWM and Charles Bryant.
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November 2018 by Shawn James
I have recently transferred my portfolio to Mr. Bryant and Lone Star Wealth Management. The process was seamless and the level of communication prior to and throughout the process was extremely helpful and reassuring. Mr Bryant takes considerable time to educate his clients on market trends, investment strategies and many other considerations to ensure that his vision for helping grow your assets is in line with your financial goals. It has been a breathe of fresh air to work with an individual that genuinely cares about his clients on both a personal and professional level. I could not be happier with my decision to have Mr Bryant and Lone Star Wealth management on my side to help me achieve my financial goals.
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November 2018 by Stacy Waller
As someone in my mid-30s with young children and a single income, planning for my family's financial future is a constant stressor. The customer service, investment options, and communication that I've experienced with Lone Star Wealth Management as I navigate this process has been exceptional. Always able to get someone on the phone, I receive quarterly statements of my portfolio's progress, and my financial advisor is routinely keeping me in the loop of market trends and providing me options to upgrade my strategy to be more aggressive, or stay with the steady growth we have achieved over the past several years. I highly recommend this company to anyone looking for a customized, professional, successful investment strategy.
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November 2018 by S Dot
I recently transferred my portfolio from Fidelity to Lone Star Wealth Management and I am happy that I did. I feel that my financial future is secure, and that I have a customized plan in place that not only meets me where I am currently but will evolve and grow with my future. The confidence I have in Lone Star Wealth management is validated year after year as I see my investments grow and my worries diminish.
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November 2018 by Andre Steele
Does an amazing job catering a financial plan that’s specific to your needs and your agenda. You completely are apart of the process and feel confident and secure in your financial future.
