Catalano Financial

Located in Houston, Texas

Address: 1095 Evergreen Cir Suite 200, The Woodlands, TX 77380, United States

Phone: +1 832-696-0990

Rating: 5

Review 1 (2022-01-12 - Rating: 5)
If you are looking for an amazing financial advisor who can take you through every aspect that you, and your family may need to prepare for the future and you’re current financial planning you may need…then I would recommend not to use anyone else but Peter. Peter has gone above and beyond with me, and my family and we are extremely impressed with his follow up as he always stays on top of everything we have ask of him. Not only does he exceed all of our expectations, but he makes every step along the way very personable. I have had other financial planners in my past, and I must say that Peter is the very best.

Review 2 (2022-01-15 - Rating: 5)
I have come to count on Peter for feedback and coaching regarding large financial decisions. He has always provided support in a compassionate and timely manner. I trust him for my financial planning and insurance needs!

Review 3 (2022-01-12 - Rating: 5)
We started working with Peter last year. We were most impressed by his approach to financial planning. He first worked with us to help us understand whats important to us, what our goals are, and what concerns us. Only after we had alignment and a common understanding did we start looking at numbers. During this process Peter helped keep us on track and made sure we considered items we may not have thought of on our own. Throughout the year Peter has remained accessible when we have questions and is willing to bring in subject matter experts, such as a tax accountant he works with, to provide us with definitive answers. Hes excellent at following up, both when we have asks for him and helping us make sure we dont let something fall through the cracks. Thus far we have been very pleased working with Peter and would highly recommend him to someone seeking a financial advisor.

Review 4 (2022-01-12 - Rating: 5)
Peter is a great financial advisor. Highly recommend him. Not only does he do a great job at advising but also gets all your personal finances in order. Highly recommend him. He also goes above and beyond on making it personal and keeping you informed on all the steps and processes.

Review 5 (2022-01-12 - Rating: 5)
I have been a client of Peters for several years now. One of the best decisions I ever made! I now feel confident about my money choices and financial security.