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Abundo Wealth
Abundo Wealth : des conseils financiers clairs et personnalisés avec des frais transparents.
5
Business
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Abundo Wealth : des conseils financiers clairs et personnalisés avec des frais transparents.
Abundo Wealth à Houston propose des conseils financiers réfléchis et une planification financière sur mesure à partir de l'adresse 3217 Montrose Blvd, Suite 228, #5. Les clients louent des conseils solides et sur mesure, des conseillers accessibles et une tarification transparente sans frais cachés. En utilisant l'Abundo 3 Fund Portfolio et le logiciel Right Capital, le cabinet accompagne la planification de la retraite, l'élaboration d'un budget et le suivi des objectifs avec simplicité et un soutien continu.
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Des stratégies personnalisées pour vous aider à prendre votre retraite en toute confiance, y compris une analyse de scénarios avec le logiciel Right Capital.
Conseils d'investissement personnalisés avec le système de portefeuille à 3 fonds Abundo pour une croissance du patrimoine simplifiée et efficace.
Orientation globale sur la budgétisation, la planification successorale et la définition d'objectifs, avec une tarification transparente et forfaitaire.
Évaluation financière globale pour identifier les angles morts et optimiser votre vie financière afin d'une sécurité à long terme.
Un accompagnement de confiance pour les questions financières familiales, assurant continuité et tranquillité d'esprit.
Note globale
María H
As a long time DIYer and the CFO of my family I have fund Abundo extremely useful. With their help I've been able to recognize some blind spots and simplify my financial life. They are also a trusted resource that I know will guide my family with financial matters if I'm ever not around. I also love the fact that fees and service are very transparent. I highly recommend!
Jenelle
Working with Abundo Wealth, and especially my advisor Jeremy Zuke, has been the best decision I've made for my financial well-being. From the very beginning, Jeremy has been a steady, thoughtful, and supportive presence. His advice is grounded, reasonable, and tailored to my goals. I genuinely look forward to our conversations. One of the biggest changes since starting with Abundo is the mental freedom I now feel. I spend so much less time worrying about money, if I will ever have enough, or if I am invested in the "right" things. This freedom from worry has allowed me to focus more on the things that really matter in life. The pricing structure at Abundo is refreshingly transparent and reasonable. There are no hidden fees or confusing commissions. I also really value the flexibility to reach out to Jeremy whenever I need advice. That kind of accessibility and responsiveness is rare, and I don’t take it for granted. Truly, my only regret is not starting with Abundo and Jeremy years earlier. If I had, I would have had so much less worry and I would be wealthier today.
Jensen Schoonover
I've had a wonderful experience working with my financial advisor, Riki, through Abundo. The systems are really simple and help me stay accountable to getting all of the important pieces in order. Riki has done a great job of understanding what our priorities are and helping us achieve those! I would highly recommend working with Abundo if finance isn't your thing, but you know you could be doing more with your money!
Laurie Jung
Abundo wealth has made planning for retirement understandable and easy. We have been working with DJ on our retirement and budget and he has been excellent explaining things and meeting us where we are at. It is the first time I actually feel comfortable with knowing when to retire and how we will make it work. He is so personable and it is wonderful not feeling pressure to buy into an annuity. DJ is available for as much time as I need with just one flat fee. I feel he is there for us and no question is too small. What a breath of fresh air!!
Barb O'Neill
Really can't say enough about Abundo! I've met with the founder, Eric, Sarah is my financial advisor, and Rikki did my intake. They all have been wonderful. I've already learned SO much on everything from their "simple but elegant" Abundo 3 Fund Portfolio system to Sarah advising me on my decision to sell my house and much more. I've been blown away by the amount of time she spends with me...and with their advising it looks like I can feel comfortable retiring early! Plus, the Right Capital software they give you access to is super fun and smart and enables me to run different scenarios to see my probably success for achieving my financial and retirement goals. Don't hesitate. Give them a go!
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