7 Saturdays Financial

Located in Houston,

Address: , , ,

Phone:

Rating: 5

Review 1 (2024-08-05 - Rating: 5)
My husband and I have been working with Allen at Seven Saturdays Financial since his recent retirement. Allens process of bringing our different risk tolerances into one plan is incredibly detailed but makes total sense to one that is not a financial expert. He walked closely with us through all the steps to bring the plan together and kept us on schedule to meet our deadlines. I also appreciate the added resources to assist us with our insurance needs to complete our financial plan. Allens comprehensive plan has us brought such peace of mind is time of such uncertainty. We are truly able to appreciate and live the 7 Saturdays concept and look forward to a continued partnership with Allen for many years to come.

Review 2 (2024-08-05 - Rating: 5)
Allen Mueller with 7 Saturdays Financial has helped my family get our finances organized, put together a long-term financial plan, achieve more clarity about where we are now and where we are going, and we are now in the process of estate planning. We feel much more organized and confident with Allen on our team, and our investment in working with his company has already created a positive ROI.

Review 3 (2024-06-03 - Rating: 5)
We have just wrapped up our first year of being a client of 7 Saturdays Financial and my wife and I could not be any happier with our decision to allow Allen to guide us on our financial journey. The entire process from the initial meeting to developing an unbelievably detailed plan to implementing the plan Allen has consistently taken the time to listen to our needs and then patiently explains the options. To sum up our experience I would say that Allen and 7 Saturdays Financial feels more like you are part of a team and not just a client. We are looking forward to many more years of being with the 7 Saturdays Financial team.

Review 4 (2024-08-05 - Rating: 5)
My wife and I have been working with Allen Mueller and 7 Saturdays Financial for about 8 months now. What a difference our sessions with Allen have made! I had already created a massive homemade retirement fitness prediction model (yes Im a nerd), but the more factors I included the more wildly the model swung from prepared to unprepared and back again, until I felt that I couldn’t really rely on it—we needed another person’s opinion about our readiness to retire in approximately 3-5 years. Allen helped us to better understand our readiness, rebalance our retirement accounts, and fine tune our car, home, liability and life insurance planning. It has brought great peace of mind, and I do feel that we are better financially prepared now. I highly recommend Allen and 7 Saturdays to anyone within 5 years of retirement.

Review 5 (2024-08-13 - Rating: 5)
Allen with 7 Saturdays Financial has been extremely helpful with action planning around my finances. He provides valuable insights and has helped me create a financial roadmap to get to where I want to be several decades from now. Allen has even assisted with getting me established on multiple platforms so I can see visual pictures of my progress. I highly recommend his services.

Review 6 (2024-08-06 - Rating: 5)
Allen is the best. I was so happy to find someone who is patient, understanding, and helpful. Cant recommend him enough!