Wela Financial Advisory

Located in Houston, Texas

Address: 366 W Sunset Rd Building 4, San Antonio, TX 78209, United States

Phone: +1 210-530-9599

Rating: 5

Services

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

Photos

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Comments

Review 1 (2025-01-07 - Rating: 5)
We love Wela Financial! We have been clients for over 30 years. We became clients in our 20s, and now both of our 20-something children use them as well. They provide not only sound financial advice, but get to know their clients. You always feel listened to and appreciated. We very much like their intergenerational approach. We began with an advisor a little older than us who has since retired, but they have been very intentional about training and mentoring younger advisors, so that when they pass the torch the transition is very smooth and the advice consistent. Beyond the expertise of the advisors, the front staff is outstanding. Holly and Dianes experience, professionalism and customer service cant be beat. Thank you Wela!

Review 2 (2024-11-07 - Rating: 5)
Our financial planning has become much more relaxed after we went with Wela. The staff is professional and always gives the best advice. The confusion i had before has been replaced with sensible plans and graphs of what to expect. The ease of talking with the staff and advisors at Wela is like having a conversion with old friends! Highly recommend them.

Review 3 (2024-08-19 - Rating: 5)
Enjoyed everything about my personal interactions and direct feedback from the Wela Financial Advisory team. All my questions and concerns were answered with caring and compassion. Good to know that they are only a phone call away when life happens or just to ask help with any situations. Thanks for being direct and always giving me options with my financial planning.

Review 4 (2024-01-25 - Rating: 5)
We couldn’t be happier with WELA Financial Advisory. My parents invested with them many years ago and I have seen firsthand how well they’ve managed and grown my parents finances. My husband and I have every confidence in their ability to protect and increase our financial wealth as they have done for the last 8+ years. In addition, the entire staff is very personable and they make a point of really getting to know their clients and becoming familiar with the families, their visions for retirement, etc. They genuinely care about their clients and it shows. We enjoy our update meetings as we’ve gotten to know them as well. We like the fact that when we call or have a meeting, everyone we deal with knows us and we know them. We absolutely recommend them.

Review 5 (2024-04-10 - Rating: 5)
We transferred our former investments to Wela (formerly Brent Forrest) several years ago and are very happy with their customer service and how our investments have performed. The entire staff is impressive and hardworking. Diane Stewart is the administrative heartbeat of this organization who knows the answer to most questions and is incredibly helpful. The advisors are very well trained in all aspects of financial investing. We work with Anders Storvik and couldnt be happier with his expertise and assistance on all matters related to our financial health. He always makes time for you too. Thank you Wela for all you do.

Review 6 (2024-03-27 - Rating: 5)
Anders has been OUTSTANDING!!!!!! In communicating effectively orally and via charts & graphs where my wife and I can understand completely how we stand with our financial future., He always asks if we have any questions along the way during his presentation. He provides us hard copies of everything. We are so happy with the whole team at Wela Financial Advisory. Your customer appreciation gathering are exceptional and we always look forward to them.THANK YOU!!

Review 7 (2024-05-28 - Rating: 5)
Cant say enough wonderful things about the professionals at Wela Financial Advisory. Esmond Pabilona has been an extraordinary resource for us, especially as my parents have gone through a number of life transitions. Its such a comfort to know that the team at Wela is there to support us. We are proud to be part of the Wela family, and we highly recommend them for anyone who wants expert financial guidance with a personal touch.

Review 8 (2024-02-05 - Rating: 5)
Working with WELA Financial has been a very positive experience. Everyone there treats me not only as a respected client, but as family. I could not be happier with my advisor Esmond and the team. Diane is always there with a friendly voice and a quick response to all my communications. With the financial plan we have in place I see my interests are well cared for. I feel assured that the my future and my finances are secure in their hands.

Review 9 (2024-01-29 - Rating: 5)
We have been with the Wela group since they were Brent Forrest. This is a great group who treat you like family. How they remember all the little bits of our lives such our childrens personal trials and triumphs is beyond me. Every year, there is an absolutely fantastic client appreciation event that we always look forward to. And, they office dogs that hang out there every day. They had me at office dogs.

Review 10 (2024-09-27 - Rating: 5)
As usual, Anders was thorough, professional and clearly explained why and what Wela is doing to manage our estate and support our goals. Invaluable!

Review 11 (2024-01-24 - Rating: 5)
Ive been with Wela Financial since 1988 (Brent Forrest & Assoc). It has been exciting to watch the firm grow and to watch my money grow. I feel a personal attachment to everyone in the office. They are not just my Financial Advisors but my Family. I could not imagine trusting anyone else with my future. That you, everyone at Wela, for always being my Calm during the Storm!

Review 12 (2024-03-27 - Rating: 5)
We have been using Wela Financial for six years and were referred by my mother in law who has been with them for almost 20 years. They have been great advisors who have helped us with financial and retirement planning.

Review 13 (2024-03-27 - Rating: 5)
Brent Forrest and Associates, now doing business as Wela Financial Services, has helped my wife and I enjoy retirement. They have managed our money for many years and made it possible to enjoy retirement without worrying about our future.

Review 14 (2024-01-25 - Rating: 5)
Wela Financials roster has continued to change as young agents have been added to the fold. But the companys commitment to excellence is as strong as ever. The staff is friendly, knowledgeable and family-oriented. My principal advisor, Esmond Pamplona, exhibits all of these traits and more. Couldnt be happier with the results!

Review 15 (2024-04-04 - Rating: 5)
This is a very professional and knowledgeable financial advise firm. All of the staff (including their pet dogs) are super friendly and always make me feel like I am their only client of the day. Questions are answered completely and I am never treated as if the question was not important. I would highly recommend Wela Financial Advisory to anyone needing good, reliable advice and account management.

Review 16 (2024-03-27 - Rating: 5)
We were referred to Wela (formerly Brent Forrest & Associates) by our CPA. They have performed superbly for us. They constantly watch for changing our investments to minimize our tax liability and maximize our returns. We trust them implicitly.

Review 17 (2024-03-27 - Rating: 5)
Ive been a client of theirs for over 10 years. I made my intital investments with them immediately after my retirement. I really appreciated their approach to becoming my financial advisors beginning with collecting information me and also developing what I call a profile outlining my financial related behavior. I had never seen a document like that but it helped them identify and plan my investment strategies. I needed much hand holding with the process and my investments. And Wella certainly provided that.On a personal note, Ive found the various staff at Wella to be extremely personable, very easy to reach and communicate with. They are a small firm. That is what I need.I use them for a variety of aspects of my life, all of which at times lead back to financial matters.

Review 18 (2024-09-05 - Rating: 5)
We are blessed to have found Wela. They truly are trusted family members who guide us through our financial journey.

Review 19 (2024-01-25 - Rating: 5)
Ive entrusted Wela Financial (formerly Brent Forest and Associates) with my money for 30 years. The firm has transitioned perfectly over the years keeping pace with changes in the financial planning and wealth preservation/management landscape.

Review 20 (2024-01-23 - Rating: 5)
I cant recommend Wela hihgly enough! Anders and his team have been great to work with! Not only do they provide sound financial advice, but they are extremely friendly and responsive. They truly care about their clients and are experts at what they do.

Review 21 (2023-06-27 - Rating: 5)
Wela Financial Advisors, formerly Brent Forrest & Associates LLC, have been my choice for financial advisors for over 20 years… Their advice and solid investment principals have provided a sound foundation where my portfolio has more than doubled. Any question or inquiry I have are always welcome and addressed. The education and communication available during changes and shifts in the market are key to understanding why emotional reactions are counter productive. Thank you for your continued support as I look to move to the next level in finances in the coming years….

Review 22 (2024-07-05 - Rating: 5)
I moved my account over from Edward Jones and with the help of Esmond Pabilona and the entire Wela team I feel very confident about my financial future. I would highly recommend giving them a serious thought when considering your options!

Review 23 (2021-10-25 - Rating: 5)
I am a newer client, but I have been blown away by my experience so far at Brent Forrest & Associates, LLC.In addition to their financial acumen, what has impressed me the most is the quality of their service. I have been treated like family by everyone who Ive had the pleasure of interacting with, from Diane who handles client communication, to receiving my quarterly reports from analysts like Caleb.My family sleeps better at night knowing our future is in the ever vigilant care of the talented and integrity-driven people at Brent Forrest & Associates. I strongly recommend reaching out and letting them handle all of your investment needs.

Review 24 (2023-06-22 - Rating: 5)
I’m new to Wela’s Financial Advisory services. My personal experience is with Anders Storvik who is a Partner and Client Advisor. I’m 67 and anxious about ensuring my assets last and that I leave a legacy for my family. Anders is a premier CFP. He is a clear communicator, setting me at ease in explaining financial positions and opportunities that will help me secure my families future. I look forward to his wise counsel in the years to come. If you’re reading this and considering Wela ask for Anders Storvik.

Review 25 (2024-03-29 - Rating: 5)
Weve been with them for many years. Change happened throughout those years but the Teams friendliness, caring, and focus on us individually has been a constant success.

Review 26 (2024-01-24 - Rating: 5)
I have been with this firm for over 30 years, and every single person is excellent with no exception. Could not be happier. My personal advisor is Esmond and Diane the office manager knows everything

Review 27 (2024-03-29 - Rating: 5)
The Wela team gives personalized, expert financial advice to clients in a friendly, relaxed but highly professional manner.

Review 28 (2024-04-02 - Rating: 5)
Anders and the team at Wela are a pleasure to work with, and have provided our family with sound, prudent advice for many years now.

Review 29 (2024-01-26 - Rating: 5)
Very knowledgeable advisors, and personable advisors. I have been with them for over 40 years and have had tremendous success.I highly recommend the firm.

Review 30 (2024-01-31 - Rating: 5)
Great group of people! So responsive and trustworthy. Worked hard my whole life and wouldn’t trust my life savings with anyone else.

Review 31 (2024-01-24 - Rating: 5)
Great team to work with across the board! Always feel comfortable and all my questions answered in a way that I understand.

Review 32 (2021-02-25 - Rating: 5)
Been a client of this company for a while now. The level of professionalism is unmatched. A company that truly cares about its clients wellbeing and future. Highly recommend.