Financial Advising near Allen, TX

16 locations found near Allen

“Anna made my day. I had a small issue but Anna came up with a great solution and my experience went from ok to amazing. She proceeded my deposit in a timely manner. I felt valued, I felt like someone cares about how I felt. This is my second loan with RBFCU and I am glad I didn’t go with the competition. Thank you genuinely to Anna and to my teller.”

2.3 Poor45 Reviews

“Mario and Alejandra where great they have a way to explain things that makes it easy to understand, answered any and all questions . We didn’t feel pressured to buying anything. I like the fact that they will still be looking out for you and your interests , after you leave the office and sign any documents. Great people highly recommend this company .
Thank you”

5 Superb25 Reviews

“Catrina White was very helpful and very respectful help me with my needs credit score and repairs reports all credit bureaus five ⭐ ⭐ ⭐ ⭐ ⭐ rating company thank you so much for helping me with my credit journey and justice I would recommend this company white Jacob and associates to anyone who needs help with their credit score and repairs reports thank you so much again Matthew D satterwhite”

4.5 Superb199 Reviews

“We have used Harman CPAs from several years now and we dont have a single complaint. They are efficient, convenient, and easy to contact should we have a question. We will continue to use them for as long as they maintain this exceptional service!”

4.5 Superb66 Reviews

“Filing taxes is never fun, especially when you do it yourself like I have been for years. I was introduced to the Wucinski family some time ago, and this year I decided to finally call and get my appointment scheduled with Lauren as this year was a bit more complicated than others in terms of my return. Lauren took me from A-Z in no more than 20 minutes. She knew exactly how to get everything taken care of in terms of my W2 and W2G without any hassle or stress which definitely eliminated my fear of making any mistakes that were unnecessary! I now recommend all of my friends, and family to John Wucinski's office whether they are business owners, or filing as individuals. Hands down the best service around. I will be back next year! Thank you so much Lauren and team!”

4.5 Superb42 Reviews

“Incredible customer service. Michael and his team took time to explain all my options. They saved me a significant amount of money and became friends in the process. I highly recommend them.”

4.5 Superb8 Reviews

“The quality of an advisor isn’t how much money you make in the good times it is how you perform in the bad times. I have been with Trent through the bad times of 2008 2009 and the crazy March of 2020. The performance of my portfolio was much better and recovery was greater than my friends with other advisors. Trent is always available and willing to talk through my investments at a level that I can understand.I cant say enough how please I have been with Trent’s guidance”

5 Superb5 Reviews

“After suffering a loss in our family, I knew I needed to make sure that my financial affairs were in order. In today’s world you can get a lot of financial and estate planning advice online, but it can be overwhelming and frustrating.I needed to talk to someone to make sense of it all and get some direction. Derek with the Jal Dennis Group was there and walked me through the steps I needed to take. He did a comprehensive review of my finances with the goal of being in the best position in terms of insurance, investing, retirement and beneficiaries.Now I have a plan, and a partner! Everything I read about Jal Dennis online turned out to be the real deal, and even better in person!”

5 Superb6 Reviews

“Johnny, Mark, Danielle and the whole team are wonderful and have helped me with taxes from mine to my father's, his business, and more. I LOVE THEM and they work with integrity and can help you in anyway needed.”

4.3 Superb7 Reviews

“Been banking here since I was a kid. The team is ALWAYS awesome. Kristina Person is stellar. Thanks for helping my mom and me on this trip! Credit unions before big banks!”

4.1 Good20 Reviews

“Went to this branch before our cruise vacation to deposit cash and withdrawal small bills for tips.The staff was very friendly and helpful to make sure no rips were in the bills since other countries can be strict. We discussed lots of credit card travel tips as well.On another occasion at the branch, they helped us upgrade our savings account to earn more dividends which was great too!We've been rbfcu members for years now and it's great. Also the app is nice and easy to use.”

3.4 Good40 Reviews

“Have been a member with RBFCU for a while now and have had absolutely no problems at all, whether it's online or in-person. Everytime I do need help everyone is so sweet and knowledgeable.”

3 Average22 Reviews

“I've been a Schwab client for more than 20 years, and I LOVE everything about this company in general. Having a local resource like Scott, Janet, and team is a real blessing to our family - they are extremely helpful & knowledgeable, very professional, and willing to assist investors of many different stages of life and asset levels, from our college-age daughter who's just starting out, to my elderly father who's been retired for 20+ years. Scott and team create customized investment plans base on YOUR specific goals, not some product list they're being forced to sell. Plus, they're just very nice people, which makes it a pleasure to work with this office.”

3 Average6 Reviews

“I visited this branch today and had a great experience with the branch staff. They were patient and kind. I think I’m a credit union fan! Keep up the good work!”

2.5 Average18 Reviews

“Thank you for your hard work in correcting my accounts. Within a year and my credit score is now 732!! I now qualify to refinance our house with a 15 year note.
Again, thank you! You guys are amazing!”

1.2 Poor23 Reviews