Referrals

“A honest Christian person who is very knowledgeable in the investment business. Easy to talk to and work with”

Henry & Barbara Thiele
Wharton, TX
Client Since 1995

“Having known Tim for approximately 15 yrs., and seen him work in different areas of life, it is an honor to give him a personal reference. A Godly man, who pours his life into mentoring youth, demonstrates his concern for others. Tim is a dedicated, caring Christian husband, as well as a wonderful father to his two lovely daughters. Recently, after my fathers passing, we had to pick someone to handle my mother’s financial affairs. After talking at length with Tim, it was obvious he had not only a genuine concern for her long-term well being, but more importantly, he demonstrated a high level of financial savvy – he is truly a knowledgeable professional! My wife, mother, and I are convinced we’ve entrusted her investment dealings with the right person. I would highly recommend Tim to anyone needing financial counsel and direction, without reservation.”

Jim Campbell
Friendswood, TX
Client Since 1988

“Tim Sharer became our financial advisor in 1995. He has been very helpful to us because he is knowledgeable and conscientious in what he does. He is also very patient and willing to make explanations until everything is understood. When my husband passed away, Tim did not hesitate to meet with me and my sons as soon as possible to help us with the many things that had to be taken care of. I have enjoyed working with Tim and consider him my friend as well as my financial advisor.”

Wilda Guess
Lake Jackson, TX
Client Since 1995

“When I first broke into the NFL, one of the most important decisions I had to make was who was going to help me with my financial affairs. I wanted someone that was good at what they did, but most importantly someone I could trust. After being highly recommended by two of my friends, I chose Tim to help me out. Not only has he done an excellent job with my finances but also he helps me with most of my business decisions that I need to make. I completely trust him and highly recommend him to other athletes or anyone else looking for a financial planner.

Mike Green
Nashville, TN
Client Since 1999

“Having accumulated several investments over the years and coming closer to retirement age, I needed good financial planning regarding the restructuring of my investments to give me more security. Tim did such an excellent job that my investments not only remained stable during the current financial turmoil but also has continued to grow. Furthermore, Tim helped my mother increase her fixed income upon which she depends. I could not be more grateful.”

Dennis Kana
El Campo, TX
Client Since 2000

“Since my husband’s death, I have trusted Tim to see that my finances were put in a safe and more manageable arrangement. He has always impressed me with his precise professionalism and caring nature. I consider him a true and abiding friend.”

Doreen Armstrong
Pasadena, TX
Client Since 1995

“I have been associated with Tim Sharer for over ten years. He helped my husband and I set up a living trust. After my husband passed away, he helped me in my finances. I really couldn’t have done it without him. Through the years he has continued to advise me. I trust him completely.”

Marian Osburn
Houston, TX
Client Since 1992

“We have found Tim to be honest and trustworthy. He has recommended some excellent investments for us. Tim was there and very helpful following my husband’s death.”

Marjorie Gartland
The Woodlands, TX
Client Since 1996

“Tim Sharer has been our financial agent for several years. We can count on his honesty. My husband and I know him to be a caring, reliable, and responsible; always prompt to answer my questions.”

Willie G. & Liliana Stachey
Friendswood, TX
Client Since 1995

“I admire Tim for his dedication to his faith and also to his family, and to his customers. He has really stood by me and helped me over some rough spots since I lost my husband.”

Fara Simpson
Pasadena, TX
Client Since 1991

“In 1991 Mr. Sharer had a living trust and living will completed for my husband and myself. In 1997 my husband passed away and Mr. Sharer came to my home and helped me to complete the settling of our estate and made the necessary changes for me. At that time he told me of some investments that he had at that time which might be of help to me. I did sell some stock and bonds and invested with him, which has proven to be very successful. Since this time I have called on him for questions I had and needed answers. He has always been very helpful to me.”

Mary Murphy
Pasadena, TX
Client Since 1991

“Tim is a Godly man who was there when I needed help. Over the past nine years his investment advice has earned money for me. Tim takes the time to answer my questions, and return my phone calls in a timely manner. I have recommended him to my friends and will continue to do so.”

-Lee DiCenzo
Houston, TX
Client Since 1995