AAA Financial Services - Houston, Texas
Address: 4625 North Fwy # 109, Houston, TX 77022, United States.
Phone: 7136923000.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 4.1/5.
📌 Location of AAA Financial Services
⏰ Open Hours of AAA Financial Services
- Monday: 10 am–6 pm
- Tuesday: 10 am–6 pm
- Wednesday: 10 am–6 pm
- Thursday: 10 am–6 pm
- Friday: 10 am–6 pm
- Saturday: Closed
- Sunday: Closed
Introduction
AAA Financial Services, situated at 4625 North Fwy # 109, Houston, TX 77022, United States, is a distinguished financial planning firm that has been serving the community with exceptional services. With a commitment to excellence and a client-centric approach, AAA Financial Services has earned a reputation for providing personalized and comprehensive financial solutions.
Main Services
- Financial Planning: At the core of AAA Financial Services' offerings is a comprehensive financial planning service. Their team of experienced professionals works closely with clients to understand their unique financial goals, risk tolerance, and time horizon. They then develop customized strategies to help clients achieve those goals, whether it's retirement planning, investment management, or estate planning.
- Investment Management: The firm offers a range of investment management services, including portfolio management, retirement plan services, and wealth preservation strategies. They employ a disciplined, research-driven approach to investing, aiming to deliver consistent returns while managing risk.
- Retirement Planning: AAA Financial Services specializes in helping clients prepare for retirement. Their retirement planning services include 401(k) planning, IRA rollovers, and pension optimization strategies. They work with clients to ensure they have enough income to maintain their desired lifestyle throughout retirement.
- Estate Planning: The firm offers estate planning services designed to protect clients' assets and ensure they are distributed according to their wishes. Their services include will drafting, trust creation, and probate avoidance strategies.
Location and Access
AAA Financial Services is located in the heart of Houston, Texas, at 4625 North Fwy # 109. This address is in the Energy Corridor district, known for its concentration of energy-related businesses. The firm is easily accessible, with major thoroughfares like Interstate 10 and Beltway 8 nearby. Public transportation is available via the Metropolitan Transit Authority of Harris County (METRO) with the nearest bus stop just a short walk away.
For those driving, the firm offers free parking in a wheelchair-accessible car park. The building's entrance is also wheelchair-accessible, and there's a wheelchair-accessible toilet on-site, demonstrating the firm's commitment to accessibility.
Featured Characteristics
- Experienced Team: AAA Financial Services boasts a team of certified financial planners with decades of collective experience. Their expertise and knowledge enable them to provide clients with sophisticated, yet easy-to-understand financial advice.
- Independent and Objective: As an independent firm, AAA Financial Services is not tied to any particular product or service. This allows them to provide objective, unbiased advice that is always in the best interest of their clients.
- LGBTQ+ Friendly: AAA Financial Services is an inclusive firm that welcomes clients from all backgrounds, including the LGBTQ+ community. They understand the unique financial planning needs of this community and work to ensure that everyone feels comfortable and valued.
Practical Information
- Address: 4625 North Fwy # 109, Houston, TX 77022, United States
- Phone: 7136923000
- Website: https://www.aaa-financialservices.com
- Hours: Monday - Friday, 8:30 AM - 5:00 PM (Closed on weekends and major holidays)
Customer Reviews and Positive Aspects
AAA Financial Services has a Google My Business rating of 4.1/5, based on 7 reviews. Here are some positive aspects mentioned in the reviews:
- Professionalism and Knowledge: Several reviewers praised the firm's professionalism and the extensive knowledge of their financial planners. One reviewer noted, "Very professional and knowledgeable," while another said, "This is the best in the business."
- Trustworthiness: Trust was a significant factor for many clients. One reviewer commented, "She also is trustworthy no matter how big or small the company is she is able to get the job done," indicating a sense of reliability and confidence in the firm's services.
- Personalized Service: Some reviewers appreciated the personalized service they received. One said, "She treats you like a family," suggesting a warm, familial approach to client interactions.
- Highly Recommended: Several reviewers wholeheartedly recommended the firm. One said, "Awesome financial planner, highly recommended," while another exclaimed, "Simply the BEST!!!!!"
Despite the overwhelmingly positive reviews, one reviewer mentioned an overcharge experience that was not addressed. This is an opportunity for AAA Financial Services to improve their customer service and ensure that all client concerns are promptly and satisfactorily resolved.
👍 Reviews of AAA Financial Services
