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Bison Wealth Management LLC

  • Investment Service
  • Dallas, TX
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About this business

FinanceInvestment Service

Bison Wealth Management LLC was founded in 2018. Pomeroy Smith II is a seasoned investment advisor whose priority is to help clients build their wealth to secure a comfortable future. Our on-going investment process utilizes analysis of your cash flows and net worth to prepare and implement a customized portfolio that is continually monitored and adjusted based on our clients long term objectives. 

Location details

3838 Oak Lawn Avenue, Suite 1000, Dallas, TX, 75219, United States

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Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
5.012 reviews
Sara Topitzer's profile image
Sara Topitzer 
3 years ago

Miguel Gonzalez of Cortburg Retirement Advisors is a rockstar financial planner. He is great to work with, smart, funny and knowledgeable and if he doesn’t know something he easily admits it and looks it up. He researches our questions and interests in investments. He has helped us so much to understand our money and to use or save it wisely. He is so generous, spending plenty of time with us even after work hours to take into account our busy schedule, contributing to our fundraisers, giving our kids financial advice for f... read more

Chad W. Beckerman's profile image
Chad W. Beckerman 
3 years ago

When I was looking for an advisor, trust and experience were my main concern.Miguel has deliver and has never let me down. He is there through all the ups and all the downs explaining what our next moves should be. I consider him part of the family. I highly recommend he become part of yours! 

Diane Close's profile image
Diane Close 
3 years ago

Miguel is an expert in financial planning -with his reliable knowledge &very warm personality. You will always be in good hands with your retirement planning.Highly recommend! 

Ippei Iwashiro's profile image
Ippei Iwashiro 
3 years ago

Miguel is very considerate, informed, professional, and an all around good guy. Definitely a go to person for all retirement and financial management needs. 

Roxanne Brown's profile image
Roxanne Brown 
3 years ago

It’s always stressful trusting your investment with someone new, but this was the best choice I could have made. Miguel is so knowledgeable and patient. I highly recommend this company. 

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Frequently asked questions about Bison Wealth Management LLC

How is Bison Wealth Management LLC rated?

Bison Wealth Management LLC has a 5 star rating with 12 reviews. 

When is Bison Wealth Management LLC open?

Bison Wealth Management LLC is open now. It will close at 5:00 p.m.