Belonging Wealth Management - Fiduciary Financial Advisor

Located in Houston, Texas

Address: 1405 Colony Cir, Longview, TX 75604, United States

Phone: +1 903-471-0624

Rating: 5

Review 1 (2024-11-27 - Rating: 5)
My wife and I recently met with Brandon and Den to discuss a handful of financial planning questions we had. On both occasions we met with them it was apparent their depth of knowledge and expertise in answering our questions and providing recommendations on what would be best to meet our needs as a family. They were extremely generous in the time they gave to clearly and effectively answer our questions. What was most impressive was the environment they seek to foster. It is one that anyone should trust and feel safe due to the honesty and full transparency they provide in their communications. Its apparent that both men display a high degree of character and integrity in how they conduct themselves. This was something we extremely appreciated. I would strongly recommend their services to anyone seeking financial planning advice.

Review 2 (2022-09-07 - Rating: 5)
Brandon and his partner are super helpful answering questions about your financial well-being. I reached out after seeing many interesting post on LinkedIn and Facebook about the stock market, retirement and other big financial decisions that need to be made. Brandon called me and had a session where he was able to coach and guide me for next steps. He was not pushing me to use his service and does not spam you if it takes you a while to decide which partner you would like to use for your financial decisions.Talking through finances is stressful and not something I like to talk about with others. This conversation was not stressful and they were super generous to walk through uncommon terms and explain, without making it feel like I was uneducated or expected to know everything.Great experience and I would highly recommend setting up the first call to see if you have the same experience that I had.

Review 3 (2022-04-14 - Rating: 5)
I had some cash from selling our home and wanted some advice. Brandon and Den were both very knowledgeable and helpful without being pushy. They had me fill out a short survey to determine my tolerance for risk, then made some recommendations. I wound up going with an I bond, which they both recommended. Im very pleased and will be using them in the future as well. Definitely recommend!

Review 4 (2023-09-01 - Rating: 5)
Belonging Wealth Management has been a fantastic choice for my retirement planning. The team is professional, answers all of my questions, and has acted with the utmost integrity.

Review 5 (2021-06-18 - Rating: 5)
Brandon is by far one of the best financial professionals I have ever worked with. He is very knowledgeable and makes everything easy to understand.

Review 6 (2018-04-18 - Rating: 5)
Brandon is not only one of the most intelligent financial planners Ive worked with, but also has a communication style that is clear and free of jargon. Youre in good hands with Brandon.

Review 7 (2021-11-18 - Rating: 5)
Brandon and Den are both amazing guys with years of education and experience. On top of that, they’re amazing men of high character that know how to treat people as if they’re family.