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Financial planner

M&A Wealth Briar Hollow Pl, Houston

5
(10)
Apply Now
Phone:

+1 713-540-7247

Website:

https://mandawealth.com/

Address:

4515 Briar Hollow Pl Suite 314, Houston, TX 77027, United States

Services:

Business consulting, Education savings consulting, Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management,

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    M&A Wealth Reviews

    5
    10 Reviews
    • D

      Dr Brit Jenkins
      5

      Mack is amazing! I'm so thankful that I found him. He has saved me from so many misfortunes and financial mistakes that I made unknowingly over the past few years. Mack has helped me to get back on track with working towards paying down my student loan debt and saving for retirement. The best thing about Mack is that he's very patient. For years, I have been searching for a financial adviser who knows his stuff and who I could trust to have my best interest, but Mack exceeded my expectations and has always gone above and beyond to help explain things in a way that I can understand. Financial planning and investing is not really my bag so it's been really nice to actually have Mack not only help me reach my goals but also help me to understand the process on how we will get there. I really appreciate his availability and promptness with answering all of my calls, texts and emails when I have questions. He's a true gem!

      Response from the owner

      Thankyou Dr. Jenkins!

    • J

      Justin Graffagnino
      5

      Having M&A Wealth manage my retirement funds was one of the best financial decisions I've made. In just my first few conversations with Adil I learned more about retirement and money in general than the entire time I had my funds managed by Fidelity. Adil is very hands on and proactive; I am at ease knowing I can call Adil with any questions I have and he is more than happy to answer and explain any questions regarding my retirement account. I am very comfortable having M&A manage my funds due to the transparency and high volume of communication I receive.

      Response from the owner

      Thank-you! Mr. Graffagnino 🙏

    • W

      Wasim Momin
      5

      Adil at M&W Wealth has been a pleasure to work with. He’s a hard working wealth manager that does his level best at keeping you up to date and informed. He’s helped me navigate through the COVID markets and continues to bring in good insight and expertise to market strategy!

      Response from the owner

      Thank-you Mr. Momin!

    • D

      David Robbins
      5

      Serious customer service. Adil will educate you and work hard to make sure your money gets put to good use. Even with the current problems we are having with COVID-19, I’m at ease with Adil managing my portfolio. I highly recommend M&A.

      Response from the owner

      Thank-you! Mr. Robbins🙏

    • A

      Al Tailor
      5

      Strong knowledge base and experienced professionalism. I appreciate the complete transparency as well as the fact that I can always call and get a fast response. Whenever I have any concerns whether they be related to the market or my portfolio, I am able to get in touch with the firm right away.

      Response from the owner

      Thank-you! Mr. Tailor 🙏

    • A

      Asir Akhter
      5

      Very proficient and helpful! Knows a wealth of knowledge in stocks and trading! I keep my retirement portfolio with M&A

      Response from the owner

      Thankyou!

    • h

      harith s
      5

      Adil is very helpful and has advised me on multiple occasions. He is very knowledgeable and explains everything thoroughly. I highly recommend him to anyone looking for someone knowledgeable and reliable.

      Response from the owner

      Thank-you Mr. Harith 🙏

    • A

      Afee Parpia
      5

      Had a initial consultation meeting with M&A Wealth. Mack answered my business questions and concerns. Never felt pressured. Great resource to have

      Response from the owner

      Thank-you Mr. Parpia!

    • A

      Anil Sohani
      5

      M&A knows exactly what to do in every wealth management situation! Would highly recommend!! Mack’s Money Mondays are so helpful!!!

      Response from the owner

      Thank you Mr. Sohani!

    • D

      Dakota Gigout
      5

      I highly recommend this place to anyone looking to increase the value of their investments. Very professional business. Give them a chance and they’ll handle the rest!

      Response from the owner

      Thank-you Ms. Bowman 🙏

    Personal Loans in Your Area of Houston

    FAQs

    • 1. What Can I Do to Reach M&A Wealth?

      You may contact them at the phone number +1 713-540-7247. You may also go to their website and submit your personal info.
    • 3. What Services Can I Get From M&A Wealth?

      M&A Wealth offers financial services including: '
      • Business consulting
      • Education savings consulting
      • Estate planning
      • Financial planning
      • Insurance purchase consulting
      ' If you have a consistent income, you may also take out a cash advance.
    • 5. Is M&A Wealth an Agency or a Lender?

      M&A Wealth is a Financial planner that has various financial services to offer including personal loans.
    • 2. What Is the Location of M&A Wealth? How to Go to Its Store?

      The address of M&A Wealth is 4515 Briar Hollow Pl Suite 314, Houston, TX 77027, United States. Open the map app on your phone for directions.
    • 4. How Can I Take Out A Loan at M&A Wealth?

      You can submit your personal info on their website to apply for a loan. If you feel like learning about more financial options, take a look at US Installment Loans and dig deep.
    • 6. What Am I Supposed to Do if I Cannot Pay Back My Loan?

      Contact the lender and reach an agreement as soon as possible. You should know, however, if it"s an auto title loan, your car will be kept by the lender when you default. Visit our website for more information on title loans.
    • 7. Can I Obtain a Loan From M&A Wealth With A Poor Credit Rating?

      Yes, you can. But pore over the offers as there can be predatory terms when it comes to bad credit loans.