Texas’ Top Rated Local® Financial Planner Award Winner: PTT Financial Planning

Top Rated Local® is pleased to announce that PTT Financial is the number one financial advisor in Texas for 2018!

With a 92.52 Rating Score™, a 4.85 average star rating, and tons of fabulous online reviews, PTT Financial Planning is a 2018 Top Rated Local award winner! This just one of those reviews:

“My father passed away four years ago this month and the policy that he bought with at PTT Financial enabled my mom to pay for his burial. After years of medical care and treatment, a funeral was an expense that we worried about when we knew my father didn’t have long to live. [A PTT Financial employee] called one day to tell me about the policy my father had bought especially for his funeral, to our surprise, with [his] help, my father trusted that PTT Financial and [his] special care for his clients would take care of my family in our time of need. Thank you! I would recommend PTT Financial’s services to anyone who has an interest in securing their futures!” -Annela S.

Not Your Average Financial Planning Company

We spoke with Wally, the CFO at PTT Financial Planning, about the business’ excellent online reputation.

We asked Wally what it is that sets PTT Financial Planning apart from other businesses of the sort. However, he made it clear that the PTT goal is to let their work speak for itself. He said, ”We don’t compare ourselves to anyone else. We’re not pushy or claim that we’re better than anyone else. We’ll let our work and reviews speak for ourselves.”

Building Success Through Smart Social Media

During our conversation, we learned that Wally and the rest of the PTT Financial Planning team make an effort to stay active online and utilize their online presence to truly help the people they serve. In Wally’s words, “Our secret to success is continually posting information clients and agents can use, posting helpful content instead of sales oriented content, and trying to post as much as we can.”

Here’s Wally’s advice to other businesses that want to build up an outstanding online reputation:

“Focus on yourself rather than trying to be better than another company. You want to try to better yourself and your company daily.”


Congratulations to the team at PTT Financial Planning for being a 2019 Top Rated Local award winner, and thank you so much, Wally, for taking the time to speak with us!

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