Plains Wealth Management
Located in Houston, Texas
Address: 6019 Schuler St, Houston, TX 77007, United States
Phone: +1 281-888-3433
Rating: 5
Services
- Wheelchair-accessible car park
- Wheelchair-accessible toilet
- Toilets
- Appointment required
- Appointments recommended
Categories
- Investment service
- Financial consultant
- Financial planner
Photos
Latest AC Repair Services in Houston
Comments
-
Review 1 (2020-10-22 - Rating: 5)
I am an ex-oil industry engineer and Brad took over my IRA this year. He made me feel confident that my money is well invested in a diversified portfolio that has given great returns. He takes a holistic approach to view not only that investment but all other assets to understand how they contribute to my financial health. He listened to my concerns and we create a plan together. Highly recommend CorePlus to take care of your investments. -
Review 2 (2018-07-14 - Rating: 5)
Brad and his team do a thorough job educating their clients and helping to reach retirement goals. -
Review 3 (2018-01-14 - Rating: 5)
I love all the advisors.The lady who calls to schedule the appointments is very nice.Keep up the good work!