I recently purchased a life insurance policy from InfiniteYou. I reached out to them bc I wanted a…read morepolicy that could help me accumulate tax free income for retirement. I was able to book an appointment directly from their website. My agent, Paul, was knowledgeable and friendly. So far their customer service has been really good. The one thing I didn't realize is that the policies that don't require a medical exam cost a little bit more, so you pay for the convenience. I decided to do the full exam to get the lower rate.

These guys are easy to work with and they have a huge selection of Term, WL, and IUL products…read more I watched Garrett gunderson on YouTube and decided to add an IUL to my portfolio in case taxes go up or the market drops. I wanted the highest IRR on the cash values. They ran all the illustrations and showed me. I decided to go with an AIG Value + policy. Saving 10k a year in it. Would recommend them to any young professional looking for ways to de-risk and enhance their investment plan.

My family's company has worked with Parikh Financial for over a decade. The service and personal…read moreattention is extraordinary. It's been a life saver factoring with Parikh Financial. Their system is so easy to use and they are alway available should we have any questions. They are willing to help and do a great job with handling all of our invoices. Excellent service all the way around from start to finish. Parikh Financial has a very responsive team both available by email and in-person. Thank you for always meeting my family's financial needs. I enjoy our partnership, and look forward to our continued business.

US Capitol Advisors: Exceptional financial expertise in Houston, TX. Highly recommendread more

Buying a first home can be scary. I thought I had the qualifications for a mortgage…read more"in the bag". I had perfect credit and cash in the savings. I did what most people do and that was go to the big name company. Just doing the online application said I qualified for a substantial amount. Then I decided call and speak with the banker for RM. He said I qualified and I feel like out my hopes up. For about a week of submitting tons of paperwork I've been was told that I did not qualify because I was self-employed and did not have a W-2 to submit. I did show all my other banking statements and tax information. I was bewildered. I decided to go and look for someone local and read many reviews. Finding Laura Eason with Texas Top Mortgage was a blessing. Best decision I ever made. She made me feel completely comfortable and explained every detail to any question I had She was available non-stop. The property that I purchased had many issues along the way and there were times where I would think it would fall through but Laura seemed to figure out everything and make it work. When I had fears, she put me at ease. Believe me, there were roadblocks ( on my side) but she always said " we will get through this, it will be O.K" . She made my panic attacks disappear. Not only is Laura working on my behalf but she also really cares and puts you as the number one priority maintaining other clients as well. Do your research on a lender. I did. You will find that you will come back to Laura Eason. She makes things happen. And if you are reading this Laura...THANK YOU!!!! You made our dream come true! We LOVE our new home!!!

Patricia is a very hardworking, loyal, and energetic force to be reckoned with. She's passionate…read moreabout her job, and she does everything with 110% determination. I highly encourage you to seek her out for insurance questions and concerns. She deserves all the love and support she can get! The company itself is small, but very warm and friendly.

Patti provides amazing customer service and worked closely with us to choose the perfect insurance…read morefor our needs. She pulled multiple quotes and made sure to get us the best possible pricing. Highly recommend Everything Insurance for all insurance needs!

I use Saltgrass Financial Group for my 403b. My advisor called me when I signed up a few years ago…read moreand talked me through the steps. He was very helpful and stayed on the phone with me for as long as it took to answer my questions, as well as ask his own to get a good picture of my needs. They've managed my fund very well and I've been pleased with the growth.

My husband and I started using Bullogic Wealth Management early in the spring, and I am so glad we…read moredid. I am a retired teacher and my husband will be retiring at the end of this year. I have a decent pension with teacher retirement, but my husband will have nothing but Social Security. I was feeling a great deal of anxiety as we have debt that needs to be paid before the end of the year. My husband is not an easy man to convince, but he is completely on board with this plan, and that is due to Adam's handling of our finances and the programs he uses to help us stay on our budget and payoff schedule. Adam is knowledgeable and works hard on our account so we both know daily what is going on and where we stand.

It was a pleasure working with Charter for a period of over three years…read more They were there when I first started my company and I really needed financial assistance. My business grew extremely fast and I had monthly receivables over $500,000. They made it possible for my company to carry that large amount. With their help I was eventually able to carry all of my financial burden and I went on my own. Great People! Jeff Mitchell CEO - CLS, LLC