Genesis Wealth Management, LLC
Located in Houston, Texas
Address: 18756 Stone Oak Pkwy STE. 200, San Antonio, TX 78258, United States
Phone: +1 210-998-5608
Rating: 4.7
Services
- Online appointments
- On-site services
- Language assistance
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
- Toilets
- Appointment required
- Appointments recommended
Categories
- Investment service
- Financial consultant
- Financial planner
Photos
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Comments
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Review 1 (2024-08-12 - Rating: 5)
My wife and I have been with Genesis for more than 5 years and have enjoyed above-average returns on our diverse investment portfolios. In addition, great communication and solid financial planning advice make working with the professionals at Genesis a true pleasure. You are FAR more than just an investment account here...youre family. -
Review 2 (2020-03-13 - Rating: 5)
Rick Poligala has been my Wealth Manager for about 4 years. My assets followed him to Genesis Wealth from his previous financial institution because of his integrity and the way he communicates to me and my wife. He stays in touch but never exerts sales pressure--that critical to me. Ive recommended him to several friends because I know hell take good care of them.