Investing near League City, TX

3 locations found near League City

“I’ve been with Selah for over 15 years. I started out with Sharon, and got the letter that others mentioned. I completely understood Sharon’s decision to move her clients to new advisors. She built her practice up and serviced it well. She’s still very involved in the business and has offered “fireside chats” via zoom throughout Covid. The ones I have seen are very well done! Sharon put in her time of long days and limited personal life. She deserves to take a reduced role in the business so she can enjoy life. She did a FABULOUS job of building her team. She found people with her personality and temperament, along with similar views on investing. And she worked closely with them until she knew they were ready to take over her client list. I was assigned to Misty, and it was a smooth seamless transition. I feel like I’ve known Misty for 10 years! I’m very happy with the advice and service I’m getting. I feel like they know me, and I’m a part of the Selah family. I have more in my retirement account that any of my friends have saved up for retirement, but I’m not a millionaire yet! But I feel like they treat me just as well as their million dollar clients! (I worked with several other investment firms before I found Selah who did not do well with this!) I look forward to many more years with Selah and will continue to refer them to my friends and family in the market for a quality financial advisor.”

4.7 Superb14 Reviews

“I was having issues with my account online. I tried scheduling an appointment, but wasn’t able to online, so I decided to walk in. Arthur greeted me as soon as I walked in and immediately helped me fix the issue. I was in and out in less than 10 minutes! Great customer service. I highly recommend going to this branch if you need assistance.”

2.8 Average32 Reviews

“Have received great service from Vanessa and Erik from this location. In particular they helped us with some special requests with a quick turnaround.The online service and trading is also very good. The Schwab Bank Debit card is great for foreign travel and avoiding extra transaction fees.”

2.7 Average10 Reviews