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Erica Tat - Financial Professional

5.0

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Location details

1980 Post Oak Blvd Suite 341, Houston, TX, 77056, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.021 reviews
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Adriana Mateescu's profile image
Adriana Mateescu 
on Google
4 months ago

Erica provides exceptional financial support! She was with my husband and I every step of the way, answering all our questions and anticipating any we hadn’t even thought of!! Erica is fully prepared and always gives her 100%, showing incredible patience and dedication as she helps guide you toward your financial goals. I recommend her fully and without hesitation! 

Raju P's profile image
Raju P 
on Google
4 months ago

Erica was highly professional, honest (to tell us the truth we needed to hear) and informative. She took the time to clearly explain her services and how she could assist. Her responsiveness and positive approach were truly commendable. My wife and I wholeheartedly recommend Erica for her expertise in guiding your future financial growth! 

Pankti Fadia's profile image
Pankti Fadia 
on Google
6 months ago

Erica Tat is my financial adviser and I am so glad I met her. I did not have any understanding of how finances work, how to invest money or how to secure my financial future. She taught me everything in lay person's term so I understand concepts such as savings, retirement planning, emergency funds to tax free money growth investment vehicles. She was very patient with me. She dedicated her time in understanding and learning my personal finances first so she can come up with a plan to meet my future financial goals. She pers... read more

Kimberly Walker's profile image
Kimberly Walker 
on Google
8 months ago

I want to start by saying that I had the best experience with Erica. I had very little knowledge around ways to grow my money or how I could use my financial benefits to help pay off debt. Erica walked me through this process step by step very kindly and thoughtfully. She is very thorough in her delivery and makes sure that you understand all ins and outs of the financial process. I chose to work with Erica because she brings a personable and caring approach to her service. I was able to learn more about my current life insu... read more

Armand Viscarri's profile image
Armand Viscarri 
on Google
9 months ago

Erica Tat is an absolutely amazing financial professional that is devoted to her craft, and willing to go the extra mile to make sure you get the best out of your finances. She is passionate, speaks multiple languages (including Spanish), and helps you understand financial topics that may seem complicated. I was unsure, overwhelmed, and a bit stressed out about what to do with my finances. Erica took the time to make sure to explain all my options to me, make me feel comfortable, and provide me with the education I needed. M... read more

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Frequently asked questions about Erica Tat - Financial Professional

How is Erica Tat - Financial Professional rated?

Erica Tat - Financial Professional has a 5 star rating with 21 reviews. 

When is Erica Tat - Financial Professional open?

Erica Tat - Financial Professional is open now. It will close at 5:00 p.m.  

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