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Post Oak Private Wealth Advisors

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Houston, United States

postoakprivatewealth.com
Financial plannerFinancial institutionInvestment companyInvestment service· Financial planner· Financial institution· Investment company· Investment service

Post Oak Private Wealth Advisors Reviews | Rating 5 out of 5 stars (5 reviews)

Post Oak Private Wealth Advisors is located in Houston, United States on 700 Louisiana St Suite 3950. Post Oak Private Wealth Advisors is rated 5 out of 5 in the category financial plannerfinancial institutioninvestment companyinvestment service in United States.

Address

700 Louisiana St Suite 3950

Phone

+1 2815802100

Service options

Online appointmentsOn-site services

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible liftWheelchair-accessible toilet

Open hours

...
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C

C Phong

I was referred to Post Oak from a colleague for 401k rollover last year. Robert is an excellent communicator and keeps me up to date on my concerns especially with how the market has been moving. My accounts are over performing and I am very pleased.

C

Charlotte Montalbano

Rob has been looking after my money since I retired from oil and gas. As a very technical person, I've always managed my finances myself. However, I needed guidance around all of the moving parts of retirement, such as which accounts to draw from, how to keep taxes low, and most of all, how to manage market risk. Rob's attention to detail, knowledge, and expertise relating to managing risk in down-markets has allowed me to breathe a sigh of relief and 2020 has only increased my confidence in talent and abilities. I am so happy with Rob's work, that I just referred my brother to him.

R

Ruth Ware

Rob is the best. I received my report for 2020 and I am satisfied with his results. He reassured me throughout the year that he would take care of me and he has been true to his word.

K

Kristi T

Debra is articulate, clear, and concise and understands my risk tolerance as well as my goals for my retirement. Highly recommend!

J

Jim Galagher

Robert and his team are an incredible asset. I'm risk adverse and Rob knows how to maximize my gains while keeping that in mind.

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