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Bison Wealth Management LLC
- Investment Service
- Dallas, TX
About this business
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
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I got valuable retirement advice from Miguel and am so grateful! He was generous with sharing knowledge, and helped me understand how to set up my retirement savings as a solo business owner and what to think about as my business grows. There are some people who genuinely care about what they do and the people they serve, and Miguel is definitely one of those people.
Collaborating with Cortburg Retirement Advisors has been pivotal for our strategic capabilities. Miguel Gonzalez’s personalized wealth management strategies and his unwavering commitment to client success significantly enhance the services we offer. His over 20 years of experience in risk mitigation and estate planning ensure our mutual clients secure their financial futures with utmost professionalism.
This company was referred to me and were incredibly helpful in making the best choice for my future. They gave me advice that helped save me cost and time from other consultants. They helped choose a retirement package that made the most sense for my specific situation. And, we spent both time together and he spent time separately finding the right fit for my retirement fund. Not only did he find the right and ease of fit, but then graciously helped me fill out the paperwork together, so I felt a sense of ease and no overwhe... read more
Miguel operates with the utmost professionalism. He has helped myself and a few of my clients optimize our retirement planning.
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
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 17 reviews.
When is Bison Wealth Management LLC open?
Bison Wealth Management LLC is closed now. It will open on Monday at 8:00 a.m.