See What They Have To Say
Client Testimonials
At B-FinancialWise, we have garnered a great amount of support from our clients, both long- and short-term. Our top-notch professionalism, trustworthiness, and supportive atmosphere make us the go-to for comprehensive and qualified financial advice in the Greater Houston area. But don't take our word for it – keep reading to see what our clients have to say about us.
June 2025
skills & knowledge
“Thanks for waking us up! Now it is up to us to work hard! Thanks for the time you took in teaching us the skills & knowledge we need to be successful in our finances!”
Carl H.
truly enjoyed the class
“Thank you for sharing with us not only your knowledge, but some of your personal history. And your time, and humor…I truly enjoyed the class and the learning experience. It has helped me understand some of the recent decisions my company made. From a personal aspect, I realize how poorly I have managed my money because of lack of discipline. Although it may take me a while to get into the single routine, I plan to continue to learn and invest. Besides “The Richest Man In Babylon” I have started reading “The Wealthy Barber.” Thanks again for your inspiration.”
Linda H.
best facilitators
“I wanted to let you know that I thoroughly enjoyed your seminar in Atlanta. I have taken several seminars in the last several years, and you are one of the best facilitators I have come across. You said you hoped you would touch at least one person in the class. You definitely touched me and the timing is perfect. Just before I went to the seminar, my wife, Kathy, and I were discussing finding a financial planner. I learned more about personal finance in your class than I could have ever hoped to, and would like to take you up on your offer to do an analysis of our current financial situation.”
Regards, David M.
expertise and conviction
“On behalf of all the Glaxo Wellcome team members who participated in your seminar last week, I would like to express a sincere ‘thank you.” The quality of your message is exceeded only by the passion of your delivery. We would welcome the opportunity to have you return in the near future to discuss other subjects such as tax planning, as well as to share the current program with other managers in the company. We were also interested in the possibility of making your services available to groups of key physicians as a value-added program (despite your feelings about physicians).
Again, your expertise and conviction had a powerful impact upon me and my colleagues, and we are very appreciative. I look forward to speaking with you soon.”
Sincerely, Jim D.
govern finances well
“In ancient times, those who governed well did not arm, Those who armed well, did not set up battle lines, Those who set up battle lines well, did not fight, Those who fought well did not lose, Those who lost well did not perish
You all govern finances well. Thank you!”
Sincerely Roger B.
pleasantly surprised
“I would like to express my sincere appreciation for the seminar you led on “Understanding Economic Indicators” in New York City last week. The seminar was both stimulating and informative. Your amiable facilitation engendered active participation from the seminar attendees. I was apprehensive since this was my first professional seminar since completing my masters at Stanford University. I was pleasantly surprised at the ease with which I was able to participate. The seminar was a valuable learning experience in both an empirical and broader sense. It reaffirmed my belief that economics can either be studied nor applied in a vacuum. It is important to continually enhance both economic theory and practical application, and assess the constraints and limitations in both these areas. I realized that I am eager to pursue further study in the field of international economics. Your significant contributions to your community and your dedication to higher education provide positive role models. I would like to thank you once again for proving me with insight into economic indicators and the varied ways in which I can aspire to apply business tools.”
Respectfully yours, Rachel M.
one very effective trainer
“Thank you for coming to coach us on Finance. Thank you especially for your passion and for your work. You are one very effective trainer. You have caused me to commit to develop a long term strategy for my families finance. You’ve taken me to the next level Paul! Keep up the good work.”
Sincerely, Dan B.
I’ll never look at my 401k without thinking of you
“Thank you for bringing so much more than subject matter knowledge to this seminar. Your energy, your humor and your passion brought it to life. I’ll never look at my 401k without thinking of you! Thank you!”
Arlene H.
“I wanted to thank you for the extra time you spent educating me. A lot of the information to get started and stop waiting really hit home. You’ve significantly changed my thinking in my personal financing.”
Ben H.
Thanks for waking us up
“Thanks for waking us up! Now it is up to us to work hard! Thanks for the time you took in teaching us the skills & knowledge we need to be successful in our finances!”
Carl H.
Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials. Because the testimonials are provided by existing clients, there is a conflict of interest because we provide services to the clients.
