Abundo Wealth 3217 Montrose Boulevard, Houston, TX 77006
About the Business
Abundo Wealth is a leading financial institution located at 3217 Montrose Boulevard in Houston, Texas, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Abundo Wealth is here to provide expert guidance and support. Trust us to help you secure a brighter financial future.
Photos
Location & Phone number
3217 Montrose Blvd Suite 228, #5, Houston, TX 77006, United States
Hours open
Monday:
8:00 AM - 5:30 PM
Tuesday:
8:00 AM - 5:30 PM
Wednesday:
8:00 AM - 5:30 PM
Thursday:
8:00 AM - 5:30 PM
Friday:
8:00 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"My husband and I recently got married and both work in the world of freelance and entrepreneurship. We knew we needed guidance to align our financial goals and set a solid foundation for our future. That's when we found Olivia and her incredible team! Working with Olivia has been an absolute game-changer for us. From day one, she welcomed every question with patience and clarity, assuring us that no question was too "dumb" to ask. Meeting us right where we were in our financial story, their guidance has been priceless. Their advice-only approach has empowered us to make informed decisions, and every dollar saved goes directly back into our pockets. From investments to budgeting to using credit card points for travel to first home buying, they've supported us in it all! Highly, highly recommend! We're a year in, and already seeing major progress."
"Eric and the Abundo Wealth team have been true lifesavers in regard to my family's financial health. So many times, Eric has provided sound and ethical advice - always putting us on a good path forward. I'm so thankful that he and the Abundo Team are in our lives. I strongly recommend Abundo Wealth to those looking for a reliable team of trustworthy, competent, and committed individuals."
"I have been working with Jeremy for a couple months now, and already I feel so much more in control of my finances. Jeremy has been so helpful, kind and patient in this process of helping me to understand and implement the steps to get a solid financial plan underway, which has included setting up an investment plan, saving for a new car, and beginning to plan for a career change - things that had been previously causing me a lot of anxiety! Accessibility has been amazing, as it's super easy to schedule meetings on the fly as questions arise, and I never feel like a nuisance, which is nice.. because I have a lot of questions! The platform is super slick and adds a new dimension of understanding to my personal and business finances, and I'm enjoying the monthly webinars too. Thanks so much Abundo and Jeremy, you rock!"
"My husband and I have been working with Olivia at Abundo for six months, and we can't say enough positive things about our experience! The individualized attention, thoroughness, and level of knowledge we have received has far surpassed the cost. I would highly recommend their services to anyone looking to get a better hold on their finances, especially if newly married."
"I have now worked with Eric for several years, both to help manage my business and personal finances. Eric is absolutely amazing. He is incredibly knowledgeable, professional, and responsive and provides so much more than I would have expected from a financial planner, including helping me maximize credit cards and travel and running my small business. I trust Eric fully to manage my finances and have recommended him to many friends and family members, who are now happily his clients. Abundo's rates are extremely reasonable, especially considering the value of the advice being provided. As a plus, Eric as a person is a delight to talk to and I always look forward to our meetings- he makes investing fun! I am so excited to be working with Abundo and couldn't recommend Eric more!"
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