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Petrus Retirement Planning

440 Louisiana St #900, Houston, TX 77002

A+ Grade

What People love about this company

Mary Nell Murray

Review

The presentation was really good. Very understandable and opened our eyes to better opportunities. Just had a one on one meeting today and put our money into the green line. Already making $$$ Services Financial planning

Claudia Downing

Review

We love that Jonathan’s approach so simple and straightforward and very understandable. This is the MOST at ease that I have had ever working with any financial advisor ever! We have been with four brokers before, and we were getting very frustrated with them and their fees! Now we feel very secure with our money. Highly recommend. Go with Jonathan.

Gary Baldridge

Review

I have never felt comfortable with my Vanguard account because of the lack of stability and the fees I have been paying. I’ve gotten so many invitations to these financial dinners, but I never went. But now, with the way everything’s going in our country, I was ready to make a change, and I really wanted my money safe! Sure enough, Jonathan’s invitation came, and my wife and I attended. Jonathan was very good and trustworthy! I even ran into one of my oldest friends there!! What Jonathan showed us was exactly what I had been looking for! I’m really happy with the A+ ratings, the longevity of the companies, and the size of the companies. I will recommend Jonathan to my friends and family. My wife and I feel very safe with Jonathan.

About Petrus Retirement Planning

Petrus Retirement Planning is a financial firm based in Texas, specializing in Retirement Planning and capital preservation. Our clients come to us seeking safety of principal, a reasonable rate of return over time, and a simple-to-understand approach. We can show you how to protect your IRAs, Roth IRAs, 401(k)s, 403(b)s, 457s, annuities, or other financial accounts against market downturns, while providing the opportunity for safe growth and ensuring that you do not outlive your money.

About Petrus Retirement Planning

Petrus Retirement Planning is a financial firm based in Texas, specializing in Retirement Planning and capital preservation. Our clients come to us seeking safety of principal, a reasonable rate of return over time, and a simple-to-understand approach. We can show you how to protect your IRAs, Ro...

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Reviews

(3) Reviews for this company

1 Stars

0%

(0)

2 Stars

0%

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3 Stars

0%

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4 Stars

0%

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5 Stars

100%

(3)

Avg Rating:

Quality of Service:

5

Response time:

5

Behavior:

5

M

Mary Nell Murray

The presentation was really good. Very understandable and opened our eyes to better opportunities. Just had a one on one meeting today and put our money into the green line. Already making $$$ Services Financial planning


G

Gary Baldridge

I have never felt comfortable with my Vanguard account because of the lack of stability and the fees I have been paying. I’ve gotten so many invitations to these financial dinners, but I never went. But now, with the way everything’s going in our country, I was ready to make a change, and I really wanted my money safe! Sure enough, Jonathan’s invitation came, and my wife and I attended. Jonathan was very good and trustworthy! I even ran into one of my oldest friends there!! What Jonathan showed us was exactly what I had been looking for! I’m really happy with the A+ ratings, the longevity of the companies, and the size of the companies. I will recommend Jonathan to my friends and family. My wife and I feel very safe with Jonathan.


C

Claudia Downing

We love that Jonathan’s approach so simple and straightforward and very understandable. This is the MOST at ease that I have had ever working with any financial advisor ever! We have been with four brokers before, and we were getting very frustrated with them and their fees! Now we feel very secure with our money. Highly recommend. Go with Jonathan.


Photos

Reviews

(3) Reviews for this company

1 Stars

0%

(0)

2 Stars

0%

(0)

3 Stars

0%

(0)

4 Stars

0%

(0)

5 Stars

100%

(3)

Avg Rating:

Quality of Service:

5

Response time:

5

Behavior:

5


M

Mary Nell Murray

The presentation was really good. Very understandable and opened our eyes to better opportunities. Just had a one on one meeting today and put our money into the green line. Already making $$$ Services Financial planning


C

Claudia Downing

We love that Jonathan’s approach so simple and straightforward and very understandable. This is the MOST at ease that I have had ever working with any financial advisor ever! We have been with four brokers before, and we were getting very frustrated with them and their fees! Now we feel very secure with our money. Highly recommend. Go with Jonathan.


G

Gary Baldridge

I have never felt comfortable with my Vanguard account because of the lack of stability and the fees I have been paying. I’ve gotten so many invitations to these financial dinners, but I never went. But now, with the way everything’s going in our country, I was ready to make a change, and I really wanted my money safe! Sure enough, Jonathan’s invitation came, and my wife and I attended. Jonathan was very good and trustworthy! I even ran into one of my oldest friends there!! What Jonathan showed us was exactly what I had been looking for! I’m really happy with the A+ ratings, the longevity of the companies, and the size of the companies. I will recommend Jonathan to my friends and family. My wife and I feel very safe with Jonathan.


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