Centric

Located in Houston, Texas

Address: 12549 Louetta Rd, Cypress, TX 77429, United States

Phone: +1 832-810-7000

Rating: 4.9

Services

Online appointments
On-site services
Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible seating
Wheelchair-accessible toilet
Toilets
LGBTQ+ friendly
Transgender safe space
Appointment required
Appointments recommended

Photos

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Comments

Review 1 (2025-01-17 - Rating: 5)
Centric is a highly professional and informative business. Eric and Joe were the two gentleman that helped me when I inquired about services that are offered. They answered any and all questions I had and gave me guidance moving forward. The office is very clean and staff was super kind I was offered fresh refreshments and snacks. Overall I am very appreciative of this company and would highly recommend them to anyone looking for finical guidance.

Review 2 (2025-02-14 - Rating: 5)
Centric Wealth Advisory Firm offers exceptional financial guidance and support. A few years ago, my wife and I had the privilege of meeting Zac Majors. From the start, we were impressed by their deep understanding of financial planning and investment strategies. Their responsiveness, attentiveness, and genuine commitment to our success made us feel valued and supported throughout the process.Our advisor, Eric Lian, and his team members, Joe and Luz, consistently provided updates and adjustments to our financial plan, ensuring we stayed on track to achieve our goals. Their dedication and attention to detail are truly exceptional, setting Centric Wealth Advisory Firm apart from others.I highly recommend Centric Wealth Advisory Firm to anyone seeking knowledgeable, trustworthy, and personalized financial advice.

Review 3 (2025-02-14 - Rating: 5)
In May 2022, we made a wise decision to partner with Centric Wealth Advisory Firm. Their expertise and personalized approach have been instrumental in shaping our financial future. From the very beginning, their team impressed us with their profound understanding of financial planning and investment strategies. They took the time to listen attentively to our financial goals, concerns, and aspirations, ensuring that every piece of advice was tailored to our unique situation.Our adviser, Eric Lian, played a pivotal role in our financial planning. His expertise and personalized approach made complex financial concepts accessible and understandable. He empowered us with confidence and knowledge, enabling us to make informed decisions. I wholeheartedly recommend Centric Wealth Advisory Firm to anyone seeking knowledgeable, trustworthy, and personalized financial advice.

Review 4 (2025-02-02 - Rating: 5)
Our experience with Eric and his Team has been nothing but impressive. We feel very comfortable with their financial guidance and passion to educate us every step of the way. It’s been a great collaboration so far. We highly recommend Eric and Team if you are looking for a financial advisor and someone to trust.

Review 5 (2025-01-29 - Rating: 5)
At Centric we have found a reliable, trustworthy and professional organization. Eric has been extremely helpful and detailed in getting our matters properly organized and set up for the best results, we can assuredly rely on him and his expertise for the very best results. Thank you always!

Review 6 (2025-02-11 - Rating: 5)
I didnt have high expectations with a smaller fund I had started. We started working with Eric @ Centric and the results have been fantastic. Eric has managed it properly and professionally, we are very pleased with his help.

Review 7 (2025-01-31 - Rating: 5)
Eric and his team (Joe and William) put together a great presentation that showed me the potential of my current portfolio with their assistance. I entered this meeting knowing I had needed to make changes for a long time, and they never once made me feel foolish or that I had made drastic errors in my finances. Instead, they consistently focused on the positive aspects of my current financial situation and the potential for future improvements. I look forward to working with them more!

Review 8 (2025-02-26 - Rating: 5)
Sebastian Casas is an outstanding consultant and advisor. I could not be more impressed with his dedication to understanding his clients and meeting them where they are to take them where they want to be. Highly recommend!

Review 9 (2025-02-13 - Rating: 5)
William Giffen and Centrics advisors helped guide me through different life insurance policies. I was recommended a different option by another company, but what Centric advised and brought to my attention was a better fit for what I was looking for. Easy to work with and great advice, glad I found them during my process!

Review 10 (2025-02-13 - Rating: 5)
Gary Wurl in Cypress is so very genuine. He is knowledgeable about finances and well versed in how to plan out your financial future. A very trustworthy guy- highly recommend.

Review 11 (2024-10-16 - Rating: 5)
We have sincerely enjoyed working with the Centric Team. Victoria Cooper has been a wealth of knowledge and has helped us streamline and redirect our finances in order to better plan for a secure future. We are excited about our relationship with the team and couldnt ask for more!

Review 12 (2025-02-13 - Rating: 5)
Top notch! William and Joe were great to work with. Took time to answer all our questions and make sure we had everything we needed. Highly recommend.

Review 13 (2024-10-26 - Rating: 5)
Centric is awesome! Oscar and Victoria are extremely helpful as we as the rest of the staff. I highly recommend them if you have any investment questions or needs!

Review 14 (2024-10-25 - Rating: 5)
Richard is a knowledgeable and trustworthy advisor. Centric’s long term and customer focused approach is breath of fresh air in the financial services industry

Review 15 (2024-10-26 - Rating: 5)
Victoria is absolutely amazing at giving us great insight to what would be best for our family! Definitely talk to her about how you can help set up your kids future!

Review 16 (2025-02-03 - Rating: 5)
I’m so happy to have found trustworthy financial advisors. After having a bad experience at two other places, it is so refreshing to have found Centric!

Review 17 (2024-10-26 - Rating: 5)
Attending the Centric Advisors Red White and Brew event. Great company and a wonderful overview of the current state of the economy and the implications of the election results.

Review 18 (2024-10-26 - Rating: 5)
This firm is full of true experts. They really care about empowering their clients with relevant financial knowledge and strategies to protect themselves, their families, and their finances. Proud to work with them.

Review 19 (2024-02-26 - Rating: 5)
My advisor Adam Collins moved over to Centric Wealth in 2023. When he made the move I moved all of my assets with him and I dont regret it one bit. The team at Centric is awesome. Oscar, Zach, and Adam are always looking out for my best interest and what is going to benefit me in my future. My assets have grown quite a bit since I made the move and I couldnt be more happier. They have a stand up professional organization. If youre in the market for a advisory team to grow your portfolio these are your guys. Their team will take damn good care of you.

Review 20 (2024-02-22 - Rating: 5)
Working with Oscar from Centric was a game changer in my process. The dedication to finding the perfect plan for me was truly unmatched, and his deep knowledge of the market put me at ease throughout the entire process. Oscar was available to answer my questions and provide guidance. I am beyond grateful for Oscar’s expertise and support, and I can’t recommend them highly enough!

Review 21 (2024-03-05 - Rating: 5)
Centric is a wonderful organization that takes great pride in caring for their clients. Adam is a stellar asset to the entire team and will make you feel at ease bringing your portfolio into their fold. They take good care of their people so if you’re on the fence, definitely make the move!

Review 22 (2024-10-26 - Rating: 5)
I have had the privilege of working with Centric advisors for several years, specifically William Giffen and Oscar, but every person you work with on this team are the best in their field! The transparency, integrity, and confidence this team has in every interaction is unsurpassed! My family is in a much better position since working with this team than it ever has been! I can’t recommend them enough! From educating you on options, to the execution of your plan you are in the best hands every step of the way. If you are looking for a financial advisor, you have found the team you need with Centric!

Review 23 (2024-10-26 - Rating: 5)
Highly recommend Centric advisors. The advisors are knowledgeable & superior in providing financial guidance to meet your needs!

Review 24 (2024-10-26 - Rating: 5)
Incredible well educated advisors! I even learned a thing or two with updates! definitely reach out to Victoria! She knows what’s best!

Review 25 (2024-10-26 - Rating: 5)
Centric and our advisor Gary has always given us the best advice. We enjoy working with them

Review 26 (2024-02-12 - Rating: 5)
Centric has been a great organization. Eric Lian has been my trusted advisor for over four years and I can’t thank him enough for all of the time and efforts to answer my questions and continue to provide guidance to bring great success through the years. Looking forward to the future!

Review 27 (2024-02-14 - Rating: 5)
Centric Advisors is the best retirement planning team I’ve ever worked with! They are readily available when I need their assistance. They patiently explain documents when I’m overwhelmed trying to decipher them. Zac and Oscar are always a great help to our employees. They take the time to explain details to help answer their questions. We’ve found their assistance to be incredibly beneficial to our employees. Centric Advisors is a valuable asset to our 401(k) benefit plan.

Review 28 (2024-02-13 - Rating: 5)
Victoria has made an amazing difference in our financial life. She sat with us and patiently walked us through comprehensive strategies to grow wealth, tax strategies, life insurance strategies and how to provide for our children. She always has time for me and my questions and Im very impressed with her knowledge. She truly knows how to grow wealth efficiently! Highly recommended.

Review 29 (2024-04-06 - Rating: 5)
Centric is a top notch firm! The entire team is very knowledgeable and trustworthy. Oscar has been a fantastic person to work with. Highly recommend.

Review 30 (2024-06-26 - Rating: 5)
I cant say enough about the fine folks at Centric. They are very friendly and very knowledgeable. You can tell that they truly care about their customers and put their needs first. Highly recommended.

Review 31 (2024-03-01 - Rating: 5)
Centric takes great care of their customers. They take the time to explain in great detail how they can help your family or your business. Their customer service is outstanding! Highly recommend their services!

Review 32 (2023-06-18 - Rating: 5)
Excellent team of knowledgeable and professional experts. I was privileged to work directly with Rick and Luz. They were patient with me, answered my 1,000+ questions, explained everything I needed to know and then some, they worked around my unusual schedule and made themselves available after-hours on several occasions. They went above and beyond to ensure I was getting the best and customized product for me and my family, and left no stones unturned. The process was lengthier than I expected but it was all worth it at the end. Super excited to have worked with Rick and his team and looking forward to our continued collaboration. I highly recommend them.

Review 33 (2024-10-26 - Rating: 5)
Have worked with Centric for many years. Extremely good and professional. Very much highly recommend

Review 34 (2024-02-22 - Rating: 5)
Oscar is knowledgeable and trustworthy. He gives great attention to my needs and goals. Oscar offered a comprehensive strategy and action plan to achieve my objectives. Highly recommend this firm.

Review 35 (2024-10-25 - Rating: 5)
Centric has been very helpful in looking out for our investments in retirement.

Review 36 (2021-08-08 - Rating: 5)
My husband and I have been working with Zac since 2015. He and his team are consummate professionals who have a true passion for helping their customers succeed in the complex environment of finance. They have been very responsive to all questions and concerns that we have had. We have and will continue to recommend the Centric Group to anyone seeking a long term partner to work with them to live their best life.

Review 37 (2022-01-11 - Rating: 5)
Everyone was great to work with, knowledgeable, professional but friendly and very patient when answering questions and explaining the why. I had a few policies that I wanted to look at converting, but had a few underwriting concerns; the Centric team did a great job navigating through the challenges and were able to convert my policies into a policy plan that would not only help me stick to my budget, but also accomplish my long-term goal. They were easy to work with and made the process easy to understand, which I appreciated!

Review 38 (2022-01-21 - Rating: 5)
Centric is the best thing that has happened to us in our quest to be financially independent. Oscar Mondragon walked us through the process giving his advice and opinions, but never pushed in any certain direction. Once we decided what was best for our vision then Oscar stepped in and took our vision and is making it a reality. Patience is needed. Trust the professionals and the process at Centric and you will not be sorry.

Review 39 (2021-11-04 - Rating: 5)
Zac and team over at Centric are the best! Their depth of knowledge on the market and making strategic investments in unmatched. I recommend them to anyone looking for a financial advisor, wealth management and more. I’ve been with them since the beginning and will be with them when I retire early and beyond!

Review 40 (2021-05-05 - Rating: 5)
We first reached out to Zac just before the pandemic hit in 2020, and he did not let it slow him down at all. He listened carefully to our long term goals and our current needs, and he developed a plan to fit our individual situation. He and his team are very responsive to any questions or concerns that we have as our plan has been put in place. In just over a year, our outlook has brightened considerably. I would wholeheartedly recommend the Centric team to anyone in need of assistance in getting their wealth and financial goals in order.

Review 41 (2022-01-14 - Rating: 5)
We went to Zac a year ago to help us with a retirement plan. He was very knowledgeable & professional on all aspects of what we wanted to achieve in our retirement years. We left there very excited about our retirement years & the legacy we want to leave behind. I would highly recommend Centric for retirement planning!

Review 42 (2021-08-25 - Rating: 5)
My investments have been made with the most knowledgeable financial advisor that I know. I can trust my hard earned money will be making money for me throughout my retirement by investing with Zachary Majors at Centric. By investing with Zachary at Centric I know I am secure when looking at my future financially. Zachary is very intelligent and professional. He takes the time to make sure I understand the different options on investing. His kindness is very important and appreciated. I am fortunate to have Zachary handling my accounts.

Review 43 (2021-11-05 - Rating: 5)
Zac Majors and the team at Centric are fantastic! They are always quick to reply to email, or calls with professionalism and friendliness. Zac offers sound advice and gives thoughtful consideration to our needs and retirement plans. I highly recommend Centric for retirement planning.

Review 44 (2022-10-19 - Rating: 5)
I trusted William Giffen and Centric Wealth with my 401k and Stocks after I left my full time job to purse my own business. They were extremely hands on. They sat with me to explain what my options were based on my age. What I really liked is they gave me goals to build security in my financial future. They set a realistic expectation and gave me comfort know my money was in good hands.

Review 45 (2023-01-11 - Rating: 5)
I have had multiple dealings with Zac Majors. He is very professional and personable. He takes the time to answer any questions I have and I especially like that he keeps me informed of whats going on with my account. I highly recommend him.

Review 46 (2022-04-14 - Rating: 5)
One on One experience to talk business with Oscar has been great. to get a feel of him and advise on whats needed to be done depending on what your personal goals are! for my personal goals I belive i made the right choice to go with Oscar at Centric. great person, great advice.make an appointment and talk with him. I promise you will not be dissapointed.

Review 47 (2024-03-08 - Rating: 5)
Easily one of the best experiences I have had. The staff here are so friendly, the atmosphere is really refreshing and welcoming. Not to mention how stunning the entire office is.

Review 48 (2021-08-26 - Rating: 5)
Thanks to Zac Majors and his investment guidance and strategies, my wife and I were able to retire earlier than ever expected (at 50 and 46 years old)! His strategies increased our current and future income. He’s the real deal and a top notch person. I highly recommend Centric.

Review 49 (2022-02-12 - Rating: 5)
Eric Lian is the best! Eric is very thorough when assisting us with our short term and long term financial goals. We are not just some client number in his portfolio - we have become family. Eric checks on us several times a month - not just financially but the overall well-being of our entire family. We couldn’t do this without Eric. If he goes - we go.

Review 50 (2024-02-15 - Rating: 5)
Victoria Cooper is wonderful to work with. She goes above and beyond and explains the whole process so you feel educated and empowered. Thank you Victoria

Review 51 (2022-04-02 - Rating: 5)
I have been working with Bill and Zac for a few years now. They have been very easy to work with. They have an answer for all of my questions and concerns. Even during and unexpected tragedy, they were there to help me with my finances and investments.Thank you Bill and Zac!!

Review 52 (2024-03-01 - Rating: 5)
Centric goes the extra mile w financial advice. They are financial advisors on steroids. Highly recommend

Review 53 (2024-02-28 - Rating: 5)
Consulted with Joe, Zac, and Oscar of Centric for several years now and the entire operation is knowledgeable, courteous, and dedicated to the financial success of their investors.

Review 54 (2024-01-09 - Rating: 5)
I have worked with the entire team at Centric for a few years now and cant say enough about them. Top notch advice as well as customer service.

Review 55 (2021-11-04 - Rating: 5)
Zac is a real guy bringing real value in a world that is hard to know what to believe. He is someone that I respect, on a personal and professional level. Rare to find service that!!!!Would highly recommend to friends and family

Review 56 (2024-02-12 - Rating: 5)
Victoria is so passionate about helping her clients. She works so hard to help her clients create the perfect financial strategy for their needs.

Review 57 (2024-02-28 - Rating: 5)
I have worked with Eric Lien for a couple of years now. The service and attention to detail is top notch. Could not work with a better advisor.

Review 58 (2021-09-27 - Rating: 5)
Back in June of 2021, I watched a segment of Centric Wealth on Fox 26. I decided to schedule a appt. with Oscar Mondragon and Ive been extremely pleased with his advice about my husband and I financial future.

Review 59 (2024-10-26 - Rating: 5)
Enjoyed the company of the investors as well as the knowledge and information.

Review 60 (2022-02-17 - Rating: 5)
Eric provides well thought out, researched guidance. He is great at keeping in contact, especially during volatile market moves.

Review 61 (2024-10-26 - Rating: 5)
Its was fun. Great information.

Review 62 (2024-02-12 - Rating: 5)
Knowledgeable and professional firm. Call Victoria Walsh Cooper to help with your investment needs

Review 63 (2022-02-08 - Rating: 5)
Victoria Cooper is a financial advisor who works well with her clients. She is also very responsive to any questions or matters concerning your financial needs.

Review 64 (2024-02-27 - Rating: 5)
Great company! Staff very professional. I would highly recommend it!

Review 65 (2024-02-28 - Rating: 5)
Enjoyed how quickly and easy I was able secure insurance for me and my family!

Review 66 (2024-10-26 - Rating: 5)
Great advice and friendly staff.

Review 67 (2024-02-28 - Rating: 5)
Beautiful office, great knowledgeable wealth management team with decades of experience.

Review 68 (2024-02-28 - Rating: 5)
Great services and always make you feel like family and welcomed!

Review 69 (2024-02-28 - Rating: 5)
Thank you, Eric. Your no-nonsense and straight-forward advice on financial matters is appreciated.

Review 70 (2024-10-26 - Rating: 5)
Highly recommend Centric!

Review 71 (2022-01-11 - Rating: 5)
Victoria has been great in assisting me with my financial needs especially for someone who doesn’t know much about this area.

Review 72 (2024-02-27 - Rating: 5)
Adam is the best!! Super helpful and super polite! Thank you so much!!😁

Review 73 (2024-02-28 - Rating: 5)
Honest, knowledgeable, reliable, and friendly company

Review 74 (2024-02-28 - Rating: 5)
Integrity and concern for clients

Review 75 (2025-03-06 - Rating: 5)
I have entrusted Eric with my finances for over five years now, together we have navigated the pandemic, career moves, grad school and major life changes. Through all of that, my portfolio has grown considerably and in my early 30s I feel confident about my retirement prospects. Eric is knowledgeable, thoughtful, and insightful, which he mixes in with the right amount of humor.He has endless patience for my risk-averse questions and has not, in our half a decade working together, made me feel uncomfortable when talking finances.For what its worth, I have recommended Eric to both my fiancé and my sister, if that doesnt show how much Ive enjoyed working with him, Im not sure what will!

Review 76 (2025-03-06 - Rating: 5)
I would highly recommend Centric. Eric has been an excellent financial advisor. He is personable, easy to get a hold of, and has been instrumental in helping my partner and I reach our financial goals.