Memorial Wealth Group
615 Hallie Drive, Houston, TX 77024
Hours open
Monday:
8:00 AM - 6:00 PM
Tuesday:
8:00 AM - 6:00 PM
Wednesday:
8:00 AM - 6:00 PM
Thursday:
8:00 AM - 6:00 PM
Friday:
8:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
615 Hallie Dr, Houston, TX 77024, United States
About the Business
Memorial Wealth Group, located at 615 Hallie Drive in Houston, Texas, is a finance institution that has been serving the financial needs of the Houston and New Orleans area for over 20 years. They specialize in providing independent financial advice tailored to the unique needs of their customers, with a total wealth management approach. The team at Memorial Wealth Group values integrity and objectivity in all of their services.
The institution is passionate about helping individuals, families, and small business owners pursue their financial dreams. Their New Orleans office is located at One Galleria Blvd, Suite 1813 in Metairie, Louisiana. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor.
The Registered Representatives associated with Memorial Wealth Group can only discuss and transact securities business with residents of certain states, including Alabama, Arizona, California, Colorado, Florida, Louisiana, Maryland, Mississippi, North Carolina, New Mexico, South Carolina, Tennessee, Texas, and Virginia. The opinions expressed in their material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Reviews
"I felt I was being taken advantage of by my prior bank that managed my trust. I was paying exorbitant fees that were incompatible with the level of service I was receiving. I was looking for a wealth manager who is trustworthy, transparent, accessible, and easy to talk to and I’m glad I found Lance. Since moving my investment portfolio over to his firm, I have been very pleased with the service and the level of communication that I get. I no longer feel like I’m just a number and I always know exactly what I’m paying for."
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