Threadgill Financial, LLC

Located in Houston, Texas

Address: 1610 Woodstead Ct # 194, Spring, TX 77380, United States

Phone: +1 713-893-5635

Rating: 5

Services

Identifies as veteran-owned
Online appointments
Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible toilet
Toilets
Appointment required
Appointments recommended

Latest AC Repair Services in Houston

Comments

Review 1 (2024-08-04 - Rating: 5)
TLDR; Amazing experience. Extremely knowledgeable, informative, patient and zero pressure.When my wife first suggested we talk to a financial advisor I was skeptical.I didnt really know anything about it.In hindsight, this is something we should have done a long time ago.On-line calculators were so all over the board that I had no idea where we really were in our savings and retirement goals.Zach gathered all our financial information and then put together a detailed analysis of where we were at relative to what we would need in retirement.He made us aware of options my wife had with her out of state teaching retirement account which will greatly improve what she receives just by filling out some paperwork.He didnt just tell us about it. He called them and arranged for them to get us the needed forms and information we needed to proceed.Keep in mind , this is all still during the initial no cost consultations!I can not express how strongly I would recommend Threadgill.Even if you dont think you need a financial adviser, why not get the peace of mind of knowing where you are at.

Review 2 (2023-08-10 - Rating: 5)
In our search for a financial advisor, we reached out to Threadgill financial. Zachary was truly outstanding, he went above and beyond. Offering us an entire hour of free consultation with no obligations, he dispensed incredibly valuable financial guidance. Following our discussion, he meticulously crafted an excellent financial blueprint encompassing all our topics. Impressively, he assessed our circumstances and concluded that engaging a financial advisor wasnt necessary given our current standing. I deeply admire his commitment to not pushing any sales. With his extensive expertise, Zac provides exceptionally prudent recommendations. My highest endorsement goes to Threadgill Financial; its no surprise they have so many great reviews.

Review 3 (2021-11-29 - Rating: 5)
I have been a client of Threadgill Financial since 2016 and have been extremely pleased with my decision to place my trust in them. I had historically managed my own investment decisions but was beginning retirement at that time and was shopping for an advisor so I could get professional advice along with not having to worry about watching the market so closely every day. I selected Threadgill after meeting with a number of other firms based on their investment philosophy and the personal attention I received from Zac.I have been very pleased with the performance of my accounts with them and with the personal attention Zac has paid to my personal situation. He has taken the time to get to know me and my family and has tailored his advice accordingly. When I have had questions regarding financial issues he has been prompt and courteous with his advice. These have ranged from pension issues, disposition of restricted stock shares, social security issues, setting up beneficiaries, and even employment advice for my wife.After a number of years of experience with Threadgill, I plan to continue with them and would start all over with them if I were doing it today.

Review 4 (2021-08-06 - Rating: 5)
Threadgill Financial has been a part of our lives for many years now and we have recommended them to family and friends. We trust their abilities have every confidence in them and feel like they are not only competent but caring and helpful.Zac has always looked after our best interests in all investments and has done a great job in guiding us through some difficult situations regarding taxes on some long held stocks that allowed us to sell at a high price. I believe one of his strengths is that he is always trying to balance risk in investments by investing our money in a consistent method to avoid losses. He is definitely a very reputable man that definitely holds his clients’ best interests at the center of his strategies.

Review 5 (2021-04-19 - Rating: 5)
We chose to invest with Threadgill Financial a few years ago and have been pleased with our decision. We were initially attracted because of their investment philosophy as well as their solid backgrounds in finance and law. Zac has crafted our portfolio in alignment with our needs and risk tolerance. He has provided sound, personalized advice based on our circumstances. Threadgill’s investment approach is open and honest. Their performance based approach to compensation is very important to us. We are confident in trusting them with the management of our assets.

Review 6 (2021-07-12 - Rating: 5)
We have been with Threadgill Financial for five years and all of our experiences, whether in person, over the phone or via email, have been very positive. Zac has helped increase our financial worth substantially but, more Importantly, has been a willing and helpful counselor as we have traversed numerous retirement issues. He has proven to be a trustworthy and knowledgeable financial advisor and we recommend him highly.

Review 7 (2021-04-26 - Rating: 5)
Zac is like family to us. He once told us he manages our investments as carefully as he would for that of his parents, I can attest to that. He is so patient to answer all our questions with very thorough explanations. He sincerely cares about our financial well-being. We are very comfortable entrusting our financial planning with Zac. Every year, he reviews our retirement financial outlook with us. My husband has already retired and I am looking forward to retire in 5 years. We are on top of our finance and looking good and ready for retirement, thanks to Zac. I highly recommend Zac as your financial planner if youre looking for someone that is trustworthy and stable.

Review 8 (2021-04-23 - Rating: 5)
Zac is a phenomenal financial advisor! He is always extremely prompt in getting back to me with any questions/requests I may have. I find him to be very respectful and informative as we build my portfolio together. I have worked with other financial advisors before who seem more interested in my account than me as an individual, Zac on the other hand is very down to earth and is the trusted financial advisor to most of my immediate family. Thanks for all you do Zac I really appreciate your work!

Review 9 (2021-08-01 - Rating: 5)
My wife & I have been clients of Threadgill Financial since 2015 with excellent results and have slept easy knowing that our hard-earned retirement nest egg was being curated by very best of people. Zac and his brother have a great deal of experience and they are truly interested in their client’s lives. Zac is very willing to give advice for life issues beyond what they do with money management, and I have found his counsel very sound. Earlier in his career he worked as a investment broker for a large firm in the Dallas area, he later opened an extension office for that firm in Houston. After making a great success for others he and his brother struck out on their own with the single goal of nurturing their clients and their own wealth with a focus of value investing for secure retirement preservation. In all things Zac is very trustworthy. Our retirement account has achieved good returns over the years and as I said in the beginning, I have slept easy ever since joining in with them. I would highly recommend their services for anyone in mid- to late career wishing to protect their retirement in the best possible way. Sincerely, J. P. Street

Review 10 (2020-12-31 - Rating: 5)
As we grew closer to retirement, my wife and I were pretty disappointed with the (big name) investment firm we were using. In our search for a replacement, we attended one of Zac and Adams seminars. That was several years ago and we havent looked back. Our investments are growing and our plans for retirement are way ahead of schedule. I just cant say enough good things about Zac and how pleased we are with Threadgill Financial. His knowledge and work ethic are second to none and we are pleased knowing that he is keeping an eye on our investments and finances for us.I have, and will continue to recommend Threadgill Financial!

Review 11 (2021-07-25 - Rating: 5)
Threadgill Financial has been the perfect fit for what my wife and I looked for in a financial advisor. Zac has listened to our thoughts, needs and concerns and tailored his investment approach and strategy to achieving our wishes. Their approach is simple, personal and genuine - not flashy, and I have never felt pressured to engage in risky or expensive investments as I have when dealing previously with other advisement firms. In addition to helping us with our portfolio financial management, Zac has also applied his extensive knowledge to helping us with other estate matters when dealing with the loss of loved ones, We consider ourselves very lucky to have secured his professional services, and consider him to be a true friend as well. We would highly recommend this team to anyone looking for financial advisory services from true fiduciary professionals.

Review 12 (2021-11-27 - Rating: 5)
Threadgill Financial is a great resource for our family. Zac takes the time to know his clients and meets with us on a regular basis. During our meetings, Zac listens, asks questions and offers financial advice. His knowledge and experience give us valuable information as we work towards a successful retirement. Zac answers questions by text, e-mail and phone when questions come up between meetings. We highly recommend Threadgill Financial.

Review 13 (2021-08-17 - Rating: 5)
Zac had been our financial advisor for a several years now and we’ve been very satisfied with the results. We recommended him to our 30 year old son. Of course Zac manages our son’s account differently from ours since we are retired. Zac is very professional, easy to get in touch with, and our face-to-face meetings are always good, solid meetings. We have no complaints about Zac’s services and would recommend him to anyone.

Review 14 (2019-05-15 - Rating: 5)
I have lost count of the financial planners that my husband and I have been through. We had given up, until we met Zac and Adam. Right away we liked them. We liked their strategy, their advise and just the way they do business. It was refreshing. Its nice to have that comfortable feeling knowing that these guys are in it for the right reasons. They are easy to talk to and quick to answer any and all of our questions.We have finally found a home for our retirement planning. Sure wish we had found Threadgill Financial many years ago !

Review 15 (2021-07-20 - Rating: 5)
My wife and I had attended a seminar with Zac and Adam in 2015.The seminar revealed some important information as we neared retirement, I wish we would have discovered Threadgill sooner than we did.We set up a conference soon after the seminar and we were so impressed.We have been working with Adam since September 2015.Adam has helped us ease into retirement and to make some financial and lifestyle decisions.Both my wife and I have 100% confidence that Adam and Zac are working in our best interest.

Review 16 (2021-07-25 - Rating: 5)
Zac has done a great job as our financial advisor for the last six years. Beyond his excellent skills and knowledge, he has been a pleasure to work with. Zac has been very helpful, trustworthy, and he cares. One particular recommendation from Zac has resulted in a truly life-changing financial improvement for us.

Review 17 (2021-04-19 - Rating: 5)
What I find different about Zac compared to other financial planners I had used before him is that he is focused on what investments worked for my needs - I didnt feel like he was pushing products or simply looking for the churn that so many others do. He is a true financial planner and not a product salesman. I trust him and have recommended him to others. And when my employment situation changed unexpectedly it was reassuring to know that I was financially set to enter retirement

Review 18 (2020-12-19 - Rating: 5)
My Mom started using Zac at Threadgill Financial after being with UBS for a very long time and growing discontent. Zac grew her portfolio much much more than her UBS advisor ever did and also had regular conversations with her about what he was doing with her money as well how he was making it grow. I was astounded when Mom told me what he had done with her money and was very impressed to learn about the time he put into the research side of his job. Furthermore, he found ways to put more money in her pocket (she was retired so this was important). I will be forever grateful to him for that. Mom was always so thrilled when she brought Zac up. She only ever had good things to say and told everyone who inquired about a financial advisor (and some who had not) that they should use him. Now that I have met him and talked with him at length I see that my mothers confidence in him was well-placed.Mom has since passed away and Zac has been extremely helpful with explaining her accounts and managing the transition. I cannot speak highly enough of Zac and recommend you at least have an exploratory conversation with him.

Review 19 (2020-06-11 - Rating: 5)
As others have stated, we went through a myriad of financial planners but were never totally happy with any of them. We attended one of Zacs first seminars in March 2015 and finally found the CFP whose philosophy made total sense to us. Zac has always carefully listened to our long term goals and worked with us to produce a plan where we have been able to turn those goals into reality. In very simple terms, in the 5 years weve been with Zac, total earnings over total deposits has yielded a return of 24.9% which in those 5 years of world craziness is a real winner in anyones book. Definitely highly recommend Threadgill Financial!

Review 20 (2021-11-28 - Rating: 5)
Zak and Adam have always been great partners for my wife and I. (Courtney too). They are professional, personable and have been a pleasure to work with. They have grown my portfolio over the years and understand our goals. We started with Zak on the recommendation of a friend and we are both very satisfied.

Review 21 (2020-12-17 - Rating: 5)
My mom always spoke so highly of Zac and how much he has helped her with her money. After she passed away, he has given my family great advice on how to move forward. He is very easy to work with. I would HIGHLY recommend Threadgill Financial!

Review 22 (2021-11-26 - Rating: 5)
We started using Threadgill Financial about a year ago and have been very pleased with the returns and financial advice. Zac has always replied very quickly when I called or sent him an email with a question. Very good service and communication.

Review 23 (2020-06-15 - Rating: 5)
After years of disappointment with financial advisors and watching my hard earned money not making money, I have finally found Threadgill Financial. Knowing Zach has my best interests in mind as he manages my monies, I can now open my monthly statements without fear. I appreciate his thoughtful, respectful approach to handling my account. It’s finally nice to see my money making money.

Review 24 (2021-05-15 - Rating: 5)
I had an appointment with Zachary today and had the best experience. He was professional, polite and willing to help me. I knew nothing and felt so lost. After meeting with him , I felt less stressed and had a better understanding about my financial situation. He was very knowledgeable and trusting. The receptionist Courtney (sorry if I spelled your name incorrectly) was great to speak with as well. Thank you both! I highly recommend this financial group!

Review 25 (2019-12-14 - Rating: 5)
We have known Zac for 2 years. First of all Zac is a conservative investor who doesnt want to risk losing your money which we like. Merrill Lynch was only interested in investing where it benefited the advisor & company. Zac has a heart for looking out for his clients.Second, Zac does an in-depth analysis of companies in which he wants to invest.Thirdly, hes a lawyer and CFP so he knows the legalities plus the tax implications of when, where & how to invest. He can generate models so that various financial situations over years can be explored.My husband & I rate him a 5 STAR.

Review 26 (2021-11-29 - Rating: 5)
We attended a seminar sponsored by Zac and Adam Threadgill in 2016 and have been using their services ever since. Zac is our primary contact. Aside from being super nice, professional and competent - he is a very good and responsive listener!!! Highly recommend!!

Review 27 (2021-07-12 - Rating: 5)
Zac is excellent!!!! He is very knowledgeable and has help us so much. We feel very at peace with financial decisions that Zac has help us with. He is very patient, honest, and we couldn’t ask for a better financial advisor. Thank you Zac, we are in great hands

Review 28 (2021-06-17 - Rating: 5)
Threadgill Financial has helped us tremendously with our retirement planning. Zach has been available by phone, email, or text and has helped guide us over the last 5 or 6 years. I recommend the company wholeheartedly!

Review 29 (2021-06-17 - Rating: 5)
Threadgill Financial has been handling my retirement portfolio for over 3 years. I am more than satisfied with the service and results that Threadgill Financial has provided. I highly recommend them to anyone who is looking for financial planners with integrity.Terry S.

Review 30 (2021-11-26 - Rating: 5)
I have been managing my own retirement accounts for the last 35 years. Before this last year, I had multiple rollover IRA accounts spread out across multiple brokerage firms. Fidelity, Charles Schwab, Morgan Stanley, Stifel, Vanguard and E*Trade.Years ago, not knowing much about investing, other than buying AAPL stock and a few others, I handed one of the accounts over to Morgan Stanley thinking I would follow along and learn something. They immediately sold most of the AAPL stock and invested in other stocks and funds for diversification. They would call before each trade and visit once a year. They moved from MS to Stifel and carried on in much the same way. After years I realized the account fees and trading fees ate up a significant amount of the gains.Meanwhile, for my other accounts, I started following along with Motley Fool subscription recommendations and mostly AAPL stocks. For the most part I did very good along with the general market. Got really lucky with my AAPL investment. The one thing that bothered me with Motley Fool is the constant offering of new subscription services and a buy and hold mentality.About two years ago, 2019, I started getting serious about retirement and started looking for a retirement advisor not knowing exactly how to go about retirement or knowing if I had enough money to retire.A good friend went to one of the Threadgill seminars and recommended I take a look at them. I made a spreadsheet comparing retirement services from most all the companies. Most all firms charge a fee based on assets under management, regardless of performance and most advisors are younger inexperienced button pushers following advice from the home office based on risk tolerance. What I liked about Threadgill was the smaller more person advice, the performance based fee and stock trading much like what I have been doing on my own. So I set up a meeting and took along my spreadsheets. Zac reviewed my personal situation and said I did not really need his advice since I had been doing such a good job on my own. However I was wanting retirement advice and wanted to retire from worrying daily about the markets. After the first meeting Zac put together my retirement plan and we signed up and transferred about half of our assets over to Threadgill Financial.The way Threadgill works is very transparent, all funds are held at TD Ameritrade, where you have a login account to monitor the activity. Zac and Adam make no fee block trades against all accounts. The only fee they charge is an annual fixed percentage on returns above 5% gain. They also have other fee structures for smaller accounts, but I liked the performance based structure and if they can grow the account by at least 5% we can live off the returns in retirement. Of course, just like any and all investment firms, there is market risk involved with investing.The other half I have given over to a friend who opened up an EdwardJones office after being laid off from O&G. EdwardJones is a old school investment firm with assets under management based fees investing in mostly mutual funds and ETFs according to risk tolerance.I feel more diversified having two firms with different strategies and we will see which one has better results. I also still have a smaller after tax brokerage account where I follow some Motley Fool trading.It’s easy to make money in an up market, it will be interesting to see which strategy works best in today’s more challenging market environment, and I don’t worry so much anymore with two other helping hands.

Review 31 (2021-06-12 - Rating: 5)
We were introduced to Threadgill Financial 6 years ago through a financial class at a local college. We decided to use Zachary and Adam and have not looked back. These times are difficult to navigate but we now have peace of mind knowing that our finances are being directed by someone very capable of ensuring our financial future.

Review 32 (2019-11-18 - Rating: 5)
Customizable face to face financial retirement planning sessions have been super helpful. Zach and Adams strengths include actively listening to personal goals and concerns, following up with strategic financial planning scenario, communicating risks as well as options, and flexibility in adapting with uniquely individualized circumstances. Utmost respect and gratitude!

Review 33 (2022-03-11 - Rating: 5)
Zac was so personable and knowledgeable. His advice saved us a lot of time & money even though it did not necessarily benefit him. He’s ethical and very wise. Would highly recommend him.

Review 34 (2021-11-26 - Rating: 5)
Our experience with Threadgill Financial has been nothing but positive and helpful in forward planning. They are available whenever we have had a question or concern. It is a pleasure and profitable relationship.

Review 35 (2021-07-23 - Rating: 5)
I have been with Zac for about 10 years now and am very satisfied. Zac is honest and professional with his advice and recommendations. I would highly recommend Threadgill Financial.

Review 36 (2019-09-14 - Rating: 5)
Our wealth has grown since partnering with Zac and Adam at Threadgill Financial, LLC. I highly recommend, 5 Stars, Threadgill Financial, LLC for personal financial wealth growth.

Review 37 (2022-04-18 - Rating: 5)
Zac is very patient, professional, and personable. He responds promptly and truly dedicates his time to get to know you and your needs. Thank you, Zac, for being so helpful and kind!

Review 38 (2021-11-26 - Rating: 5)
Zachary is a great financial advisor and has helped me reach many goals he is extremely selfless and knows how to put other people before himself and their office is in a great location customer service is exceptional.