Financial Advising near Garland, TX
24 locations found near Garland
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Financial Advising
Financial Advising
“Jackie is awesome. Answered all my questions and made me feel like I was actually being taken care of. Couldn’t have asked for a better experience. Can’t wait for my credit repair process to get started. I’m absolutely confident Jackie will help me reach my goals.”
Financial Advising
“Since working with RCS I’ve been able to get approved for multiple cards. Just got approved for my first business credit card today. I’m extremely happy with the outcome and I will definitely refer them to my family and friends. Thanks again”
Financial Advising
“I would recommend woody and his team time after time! I'm half way through the program and I'm almost 100 points higher! The communcation from the team is the best! They are so responsive and helpful with anything I bring to them!!! Thank you woody and team for all your hard work!!”
Financial Advising
“Absolutely the best! Jeannie Williams and Jennifer Coursonhave been a God-send to me! Their willingness to assist in any manner to give me assured confidence in their ability to help me manage my business!Jeannie has a great team to work with and allows me to attend to thedaily affairs of my business. I strongly recommend L&H CPA Advisors!”
Financial Advising
“I got referred by a friend and i was highly impressed on how professional and friendly they were.i highly recommend them to anyone who want to do their tax.They are Awesome...”
Financial Advising
“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!”
Financial Advising
“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!”
Financial Advising
“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.”
Financial Advising
“I can’t say enough good things about Nancy Phillips and her team. I have searched for years to find a professional group like Nancy K Phillips PC. Nancy, is one of the few professionals that actually sits down face to face and reviews each and every issue required to plan your taxes, both business and personal. I can’t tell you how much a live person sitting across the table from you, rather than a “scan it and send it on “ accountant means to me to ensure accurate and timely handling of my tax and planning needs. I highly recommend Nancy and her entire team!”
Financial Advising
“Appreciate his advice, he took time to listen to my questions and explain. He is a financial advisor for the long run. For today and the future, not just a salesman for today and that's it. He will help you plan for the future. He shows experience, knowledge and organization. Friendly staff and convenient location. No pressure to sell a particular product or fund. Found out that other advisors are more salesmen than advisors, he is not that type of advisor. Suggest listen to what he can present, evaluate and plan your future.”
Financial Advising
“These guys are the real deal when it comes to financial planning. They are professional, but most importantly they know what they are doing. They take the time to make sure that we were comfortable in our decision making process. I will be referring lots of customers to them!”
Financial Advising
“Bryan Polozola and NexGen Financial has been an exceptional partner for Filo Services. He has helped me setup my company and continues to help me with my business goals and direction. Bryan is great to work with, very professional, and keeps things simple.”
8AM - 4:30PM
611 S State Hwy 78 Ste 134, Wylie
Financial Advising
“Life happens and this financial stuff can be hard to understand and navigate. THERE IS NO ONE ON EARTH BETTER THAN MARTY!! Marty and his staff went, what I felt to be, so far above and beyond it's almost stunning in this day and age.Marty has done really well for my folks and has treated us like family.Can't say enough about him.”
Financial Advising
“Elizabeth Trecartin CFP, recently reached out to me to introduce herself as my new advisor. Within 5 minutes of reviewing my account, she pointed out two items that were valuable to my financial planning that had been missed by my long term advisor she had replaced. I really appreciate her professionalism, knowledge and genuine interest in my account matters. The individual she replaced seemed to always be hurried and hard to get ahold of. Thanks Elizabeth!”
Financial Advising
8:30AM - 5:30PM
903 E 18th St # 102, Plano
Financial Advising
“Kudos to Build My Scores for helping me to get into a senior community. I am 65 and stubbled into a situation on my credit report, that I did not know how to fix. BMS staff Atty. Paul Hendrick talked with me and found a solution. The solution he offered helped validate my situation of collections and late payments that BMS is working on for me.BMS staff shared good values as a company, professionalism, and was responsive to my needs with a great turn around to fix my credit concern with the ability to move forward in a timely manner to solve my late payments and collections. THANKS TO STAFF OF BUILD MY SCORES!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
8:30AM - 5PM
1700 Alma Dr Suite 245, Plano
Financial Advising
Financial Advising in The Nearby Cities
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Wells Fargo
3 Locations
“I wanted to take some time and let everyone know that this is the best bank ever. No matter how busy the tellers are they always greet you with a smile and professionalism. I've read some of the reviews and from my personal experince today I can say that unfortunately the clientele of this location are arrogant and entitled. The amount of criticism these tellers are receiving is disgusting. The tellers here are hardworking and should be receiving praise. If you dont like the pace of their work then go to a different location. I will gladly keep using this location in the future.”