Financial Advising near Richmond, TX

8 locations found near Richmond

“We have been long time clients and we feel comfortable with Danielle and her services. Danielle’s staff is top notch; friendly and knowledgeable. We highly recommend!”

5 Superb5 Reviews

“I moved to Houston 5years ago and have been shipping with Amgray for the past 4years. Aside from one December shipment that was delayed about 3years ago, I have not had any issues with my shipments. Do they need to work on their customer service, absolutely! Do most of us need to work on how we speak to service providers, absolutely! It goes both ways.”

3.7 Good66 Reviews

“Though I have only been with RWM since 2018 I have not experienced that attitude from April, Paul (her father) or anyone else associated with them. I find them to be serious about their fiduciary responsibilities. Even if my "wealth" may not be in the upper 50% of other clients, my retirement is still growing. Their questionaires help them to learn your investment tolerance, and I have never seen anything different. RWM may not work for everyone but they work for me and they were not the first advisor I "interviewed".”

3.5 Good6 Reviews

“I did a lot of searching looking for an investment advisor. I must have talked to 5 or 6 advisors with different firms. I found Mr. Hoegemeyer with Edward Jones. He was very clear at explaining the different investments and how he was going to allocate my funds. My investments are doing so much better than the firm my company was using. I'm glad I went with Edward Jones and have been using them for over 5 years.”

5 Superb3 Reviews

“Convenient location in Sugar Land. They are able to handle my investment needs. Usually a wait. TDA transactions are slow, in my case took 4 days for transaction.”

1.8 Poor6 Reviews

“Really horrible customer service experience. The guy cannot do anything. The only thing he could say is to call the customer service number. Why does Fedelity need you here.”

1.3 Poor17 Reviews