Granite Harbor Advisors - Houston

★★★★★

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.

★★★★★

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.

★★★★★

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.