Iron Oak Capital Management
Located in Houston,
Address: , , ,
Phone: +1 844-500-1938
Rating: 5
Categories
- Investment service
- Service establishment
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Comments
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Review 1 (2017-12-06 - Rating: 5)
Sonny listens to his clients to assess their risk tolerance and makes sound suggestions based on his knowledge, experience and level of risk the client is comfortable with. Hes also well versed in tax related questions in addition to investments. Hes always looking for new and creative ways to leverage your financial gain. If youre looking for a true fiduciary partner in your path to financial success Sonnys who you want. Ive had several financial planners in the past and no one provides the level of service that he does. -
Review 2 (2018-07-27 - Rating: 5)
Sonny is everything I could hope for in an investment manager: he has the CFA designation (which is considered the hardest test on Wall Street to pass), has a great investment philosophy that strikes a good balance between the value and growth investing camps, plus he is ethical and just downright friendly and easy to get along with. I have benefited from his investment wisdom and would highly recommend him to anyone looking for an investment advisor. -
Review 3 (2018-07-24 - Rating: 5)
Iβm pretty new at investing. Before I got started Sonny gave me some solid advice on handling my debt first. Iβve been very pleased with the professionalism and attentiveness I have received. I trust that I am in good hands in my financial planning for the future with Sonny.