Pro Capital Wealth Management

Located in Houston, Texas

Address: 578 Kimball Ave Suite 120, Southlake, TX 76092, United States

Phone: +1 817-912-1223

Rating: 5

Services

Online appointments
On-site services
Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible toilet
Toilets
Appointment required
Appointments recommended

Photos

Latest AC Repair Services in Houston

Comments

Review 1 (2024-03-05 - Rating: 5)
Cant recommend Cory and his team at ProCapital enough! His depth of knowledge and attention to detail are only outshined by the genuine concern and proactive approach everyone on the ProCapital team has taken towards helping us to, not just, advance our financial goals, but continue to achieve them as well. These are some trying times but we couldnt be happier with our experience, or the financial results realized since switching to ProCapital over a year ago. We sleep much better knowing our familys financial future is secured and tended by the people at ProCapital- thank you Cory and team!

Review 2 (2022-07-08 - Rating: 5)
Cory has been such a blessing to work with! He is a man of integrity and character; His dedication to providing the best service speaks volumes. I feel secure in my future plans as he is continually growing his knowledge to ensure we are on the right path. I appreciate his approach, professional and personable, making me feel like a friend, not just a customer.

Review 3 (2022-05-18 - Rating: 5)
My husband and I have worked with Pro Capital Wealth Management for a year now and we have loved our experience. They have helped us set goals and get organized with our finances. Cory has been great with teaching us about our finances, laying out our choices, and giving us his professional advice. We always feel fully informed when making our financial decisions with Pro Capital Wealth Management. We have full confidence and trust in their professional advice and investment strategies.

Review 4 (2022-06-13 - Rating: 5)
My wife and I absolutely recommend working with Cory, at Pro Capital Wealth Management. He has a vision for you and your family, to not only protect your assets but to ensure there is a plan in place when something unexpected happens. He is very professional and easy to talk to about your family goals. He is a detail-oriented planner that takes the time to go over the process while still making it easy to understand.

Review 5 (2022-07-27 - Rating: 5)
I have been working with Cory personally since 2020. He has helped both my wife and I set up our life insurance policies, transfer her old 403b from teaching to something that is actually doing more for us than it ever did before and the same with my old 401k from past employers. He also helped us put together a plan that will help and allow us to retire one day.Now, I know....thats what an advisor is supposed to do...THAT IS WHERE CORY AND PRO CAPITAL SEPERATE THEMSELVES FROM THE REST OF THE INDUSTRY!Cory treats you like family because to him, YOU ARE FAMILY. He educates his clients so they become empowered financially. His morals are top notch and that alone is worth the price of admission to be able to work with Cory.If you are looking to not only improve your current and future financial situation, but to also grow as an individual, I could never recommend anyone other than Cory and Pro Capital.

Review 6 (2022-05-24 - Rating: 5)
I met Cory thru a mutual friend and from day 1 he has been great to talk with. Any questions my wife and I have, he has been there with answers. Working with him has been a top notch experience in customer service and communication. Our family has thoroughly enjoyed getting to know Cory and we truly appreciate the example he sets as a family and businessman in the community.

Review 7 (2022-05-19 - Rating: 5)
Cory is been incredibly helpful and insightful in helping us get ready for retirement one day. He has always been on top of everything we need and keeps us up to date on things we need to or can do to be even successful in our retirement plan. I would absolutely recommend giving him a call and see what he can do to help.

Review 8 (2022-05-25 - Rating: 5)
Cory and his team have been very attentive to my individual needs as an investor. He responds very quickly when I have a question or concern and personally makes sure that my financial matters are taken care of when under strict time constraints. He and his team are very knowledgeable and can explain financial concepts and investment strategies/advice in layman’s terms, which is very much appreciated for someone like myself not in the financial industry.

Review 9 (2022-05-19 - Rating: 5)
Cory took the time to personally select a plan for me that best suits my needs in retirement. He has helped to get out of a rite and put money into places that are performing better. I have the utmost respect for a man of God who dies what is right to all people. I highly recommend Cory Procter for his integrity in doing business and his knowledge in finance. He will not try to sell you things you don’t need. He will make qualifying recommendations.

Review 10 (2022-05-19 - Rating: 5)
I’ve known Cory for about 6 years and he has been helping me with my finances for the last 2. Pro Capital has been awesome to work with. They are helpful, transparent, communicate well and I really appreciate all they do. Highly recommend!

Review 11 (2022-05-19 - Rating: 5)
We have been working with Cory and his team at Pro Capital for over a year now. They have continually gone above and beyond to take excellent care of our family. There is no aspect of our finances we don’t defer to Cory for advice and input. I trust him with the 3 most important things in my life…my faith, family, finances!

Review 12 (2022-05-18 - Rating: 5)
One of the things I love about Cory and the team at Pro Capital is their consistent follow-up and speed of execution. Cory is on the ball, professional, fun to work with, and he flat-out knows his stuff. If youre looking for someone to manage money for you or just to give you quality advice, look no further.

Review 13 (2022-05-18 - Rating: 5)
Cory and his team at Pro Capital provided valuable guidance for our family in regards to life insurance and planning for our future. We appreciate his attention to detail, consistent communication and flexibility to make adjustments whenever our needs or situations change. I highly recommend Cory Proctor and Pro Capital for all of your wealth management needs.

Review 14 (2022-06-25 - Rating: 5)
Working with Cory has been a blessing! He is quick to respond and answers our questions thoroughly and honestly. I feel he is always working toward our best interest and future. I am so thankful for his work, professionalism and knowledge.

Review 15 (2022-10-28 - Rating: 5)
I have interviewed a number of financial advisers none of them were as comprehensive as Cory and Pro Capital.His program covered not only my investments but my security, health and my families future and security. Cory brings with him not only his one on one common sense approach to financial matters but the power and financial no how of a group like Woodbury Financial among others. Thank You Cory.Sincerely Rob Deutscher

Review 16 (2022-05-18 - Rating: 5)
If you are looking for an honest, extremely competent, and customer focused financial advisor, Pro Capital Wealth Management is the place to go! I moved away from the big firms because I just felt like a number to them and they were not vested in my success. Cory at PCWM presented a complete picture of my path to long-term wealth without pressure to buy products that were not needed. It felt like a friend was advising me and my family instead of a financial advisor.You won’t be disappointed!

Review 17 (2022-05-18 - Rating: 5)
Cory is a very personable and knowledgeable Christian man. His passion for finance and helping others is phenomenal! One of the most genuine people you’ll ever meet! Give him a try. You won’t be disappointed!!

Review 18 (2022-05-18 - Rating: 5)
I had experienced a huge life change and Cory and I met as I was interviewing who would handle my decisions and retirement. As his world has evolved, so as mine. With trust and integrity I have complete confidence in his guidance. Also important, he responds quickly and without hesitation.

Review 19 (2022-05-19 - Rating: 5)
Cory and his team are amazing! My husband and I love that Cory is always available to talk to us and that he treats us like family. 10/10 recommend.

Review 20 (2022-05-18 - Rating: 5)
Pro Capital is the best of the best! I’ve known Cory for years and trust my personal investments in his hands! He’s knowledgeable, hungry, and always trying to learn and grow! Love this dude and his company!

Review 21 (2022-05-18 - Rating: 5)
Cory is extremely professional and very thoughtful and thorough. With Pro-Capital you’re not a numbered account, you’re a friend. They make sure all of your needs, concerns and future plans are accommodated.

Review 22 (2022-05-18 - Rating: 5)
Absolutely impressed with the team at Pro Capital. Cory’s knowledge, insight, & compassion set him apart. Love working with him to build financial security for myself, my wife, & my kids.

Review 23 (2022-05-18 - Rating: 5)
Cory helped set up the perfect life Insurance policy for my wife and I. He made it an easy process and broke it down very clearly for us. Will definitely be going back for all other financial needs!

Review 24 (2022-11-07 - Rating: 5)
I have had financial dealings with Pro Capital Wealth for several years. I am always amazed by the knowledge and resources this company brings to the table. On several occasions I have had need for outside services in a hurry. They have provided quality referrals almost immediately. If honesty is as important to you as it is to me, then this is the company for you.

Review 25 (2022-05-18 - Rating: 5)
This is a great company not only to work with but to do life with. Pro Capital stands on great morals and values as a company, There is no one else my husband and I would rather have on our side when it comes to managing for us.

Review 26 (2022-06-22 - Rating: 5)
Extremely knowledgeable and personable, and more importantly, honest and realistic when setting goals, and providing feedback. In a world full of automated “investment coaches” and call center help lines, nothing beats a physical sit down meeting with a person who will put you first and treat you like family.

Review 27 (2022-05-18 - Rating: 5)
I love working with Cory and his team. They are hungry and always going beyond to make things work out for my families needs.

Review 28 (2022-05-18 - Rating: 5)
Great company, and the values as well as the determination to fulfill your needs are top notch. Couldn’t be any happier with the service Pro Capital provided us. Thank you Cory.

Review 29 (2022-05-19 - Rating: 5)
Cory is super helpful and knowledgeable! If you’re like me and barely know anything when in comes to investing, this is the company to help you.