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“This has been my bank for years. Proud member. Excellent customer service great benefits and very helpful when I have questions & in doubt. Big thanks to Wafaa the branch manager for always taking care of my banking needs & the rest of the staff.”
“I received a call from Mary at EOS. As soon as she explained she needed to verify who she was talking to, I got combative. She explained who she was and provided a website to clarify why she was calling and offered the street address she had on file. I verified that information only and said now what is this about? She was very nice.. very cooperative... and provided information for the agency attempting to collect a late filing fee related to taxes. She provided their direct contact phone, the account number and amount they were trying to recover. I called the State of Texas, spent 2 minutes on the phone and resolved the issue. I'd call that reasonable.
Normally, I consider collection agencies to be parasites BUT give this one 5 Stars”
“I've been with Fidelity for years and have no complaints. I use the online trading courses and use options to increase income.I would recommend them highly..”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I highly recommend JB and Concierge Wealth Management to anyone looking for personalized financial advice and planning. From the moment I reached out to JB to roll over my 401k after starting a new job, he has been incredibly attentive and forward-thinking.
JB not only helped me optimize my investments for my new job, which have performed exceptionally well, but he also assisted me in planning for major life milestones like starting a family and purchasing a home. His proactive approach and deep understanding of my financial goals have made a significant difference in my financial stability and future planning.
If you're seeking a dedicated and knowledgeable advisor who truly cares about your financial well-being, JB is without a doubt the best choice. I'm grateful for his expertise and would confidently recommend him to all of my friends and family.”