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“Michelle Marshall is very knowledgeable of the market and easy to work with. She will help come up with the perfect plan that’s right for you. I would definitely recommend her to anyone looking for investment opportunities or in need of a financial plan.”
9:00 AM - 12:00 PM
4505 Williams Dr, Georgetown
Investing
“My husband and I met with Greg Bowden today and had a very positive experience! Bottom line, I'd highly recommend him to anyone needing financial advice! He was so personable, patient, unbiased and up to date on the best options for us! First he sat down with us and laid out all our finances. Then suggested things we needed to do in a very clear, organized, and attainable manner. He was so patient as I took FOREVER to access some of my other accounts and helped me rearrange things to best help us reach our goals. We both left there with a smile on our face, feeling better about our future.. Which can be hard to do sometimes when your talking about finances!”
Investing
Investing
Investing
Investing
Investing
“Moved my account from another firm. The service, conversation, advice and information i received in 1 day was more informative than 2 years were i came from. They are not trying to push any funds and my flexibility where I invest my money, is unlimited at Schwab”