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
Sincerity, commitment, & enthusiasm
“I haven’t been back for more than 1 hour but I had to get this note sent out right away! I wanted to tell you that was without a doubt the most informative & interesting 1 ½ days I’ve spent with this company, period! I really appreciate your sincerity, commitment, & enthusiasm. I will definitely be calling you in the near future to arrange at least 1 program in my area of responsibility. Thanks again!”
Mason
Thank you for your efforts
“I’m writing to let you know how much I enjoyed your recent finance class in LA. I was moved, motivated, inspired, and truly hope to attend a future presentation. It is indeed an honor to be able to learn from someone with your qualities and commitments. Thank you for your efforts.”
George C.
The best and most instructive I’ve attended
“I attended the recent financial management seminar you taught in Palm Springs and I want to thank you again for the extra time you spent teaching us how to manage our personal finances. The whole seminar was of the best and most instructive I’ve attended. Unfortunately I can’t take advantage of the offer you made in class at this time, but the good news is my husband and I have started working on our estate planning and looking for a qualified certified estate planner. We’ve also discussed the conceptual meeting questionnaire and will be coming to you for help in the future.
Again, thank you for getting us jump started, and thinking about our future requirements and goals.”
With appreciation, Jose C.
Personal Financial Wealth
“Thanks for taking time to go over the extra information regarding Personal Financial Wealth.”
Michael H.
Fun & enjoyable
“I just wanted to take a quick minute to thank you both for taking time out of your schedule to come teach our finance class. You turned something we all feared would be boring and tedious and made it a fun & enjoyable, learning experience – a very rare talent. I have already been putting this knowledge to use at work and home, and I hope I continue to do so.
Best of luck with Little League and your new marching band! What a great project! I hope I can do the same one day. Thanks again for sharing your knowledge and experience.”
Kay N.
I 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.
Teaching the fundamentals of finance
“I wanted to thank you for teaching the fundamentals of finance in San Francisco in January. Your energy, depth of knowledge and most of all your passion were greatly appreciated. Also, thank you for the extra time you gave us to teach personal finance, it was the most helpful.”
Sincerely, Wendy H
The feedback as always was very positive
“A note of thanks for doing your finance programs for our customers. The feedback as always was very positive. It was great to relax + share jokes with dinner. You are always welcome + feel free to drop in if out for a drive with mom & dad. (Please call ahead because 3 girls keep us on the go.) I’d love my family to meet you.”
Regards, Tom
Increasing my retirement income
“The class has been a good refresher course for things I don’t use daily. You have taught me new ideas and techniques for investing and different approaches for increasing my retirement income coming soon. Thanks for spending the week with us and all the information you taught. Wishing you health and happiness in your next fifty years!”
Marilyn D.
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.
