Granite Harbor Advisors - Houston Claim this business

Ronald Milleron Google

3 years ago

We have been clients of Granite Harbor from the beginning. Started with them while working and now 8 years of retirement. Brian even sat in on my retirement calls with the company to ensure a smooth transition and studied our companies options and process. The firm is very family oriented. They are professional, customer oriented, honest, and their fees are reasonable. I like the way they continue to diversify the services they offer to provide the best product. I consider them friends and rely on their services to enjoy our retirement. You can not go wrong with checking them out. I am so confident in Granite Harbor, our mid 30’s daughter and son in law are clients as well.

Charles Weidigon Google

2 years ago

We have been with Granite Harbor for over 25 years and have been very pleased with their financial capabilities and management of our financial plan throughout this time. We have seen them grow and continue to add talented people in order to provide consistency, continuity, and diverse options for our family’s planning through the various stages of our work careers, retirement, and now into our estate planning. We appreciate the personal approach they offer while maintaining the highest professional service and level of fiduciary responsibility.

Nevin Gateson Google

3 years ago

We have been Granite Harbor clients for almost 10 years. We chose Granite Harbor for their holistic approach to financial planning, helping us with investing, tax optimization and legacy planning as we transitioned into retirement. Their consistent, conservative approach to investing has served us well in both good and challenging times. We trust Brian, Nick and all the members of the Granite Harbor Team.

Amy Koontzon Google

3 years ago

As an estate planning attorney, I want the best financial advisors and insurance professionals helping my clients. I have found the best with Brian, Nick, and the rest of the team at Granite Harbor. Granite Harbor is my first call when one of my clients is in need of a financial advisor or if we have identified a need for life insurance as a part of their overall estate plan. They are professional, thoughtful, responsive, helpful, and incredibly warm and down to earth. I have entrusted them with some of my most important client relationships, and they have never let me or my clients down!

Danise Edmondson Google

2 years ago

We have been with Granite Harbor from their start and with Brian for many years more! Brian and team help us develop a sound, diversified plan that allowed us to retire before turning 60! While still employed, they gave advice regarding 401k options including options that allowed us to move funds into other assets without generating tax impacts. Brian was key as we navigated retirement and distributions. He and the rest of the team are always available for questions and advice. We also appreciate their ability to discuss financial options in terms basic for us non-financial types! I’ve referred many friends to Granite Harbor! They are the best!