Bedrock Financial Group Oak Ridge Dr, Spring

My husband and I are seeking to be new first time home owners. Not only did Bedrock Financial Agency come highly recommended but they were also a local business in the Woodlands Texas. Supporting local businesses is something that I value and respect. Initially we felt absolutely comfortable with the process. Unfortunately, I would not recommend this company due to the lack of communication. Recently we were made aware of the company going out of business only because I kept calling to check the status of the process. That's when we were made aware that the company was going out of business unfortunately. This was made aware to us two months later. No emails nor phone calls from the Agency about any complications. We have emailed and called the business to a request a refund on the services that were paid for in advance. Our refund request are for the monthly payments, yet no positive results on our behalf. We feel that it's only right to get reimbursed or get service that was rendered.

My partner and I reached out to Hannah for some help. We didn’t know where we needed to put our savings and if we were doing anything right. We also needed to make sure we had the best options to help get the kids ready for college etc. She went above and beyond, I learned a lot about other options, then just doing a 401k. Hannah is very knowledgeable and she took great care of us! Very happy! Highly recommend!

Hannah has excellent customer service! 10/10