Financial Advising near Richardson, TX

16 locations found near Richardson

“I've been a customer of Advancial bank and have always been impressed with their service. But I want to give a special shout-out to Ms. Randeep, who handles my inquiries. She's consistently quick to respond, always helpful, and makes me feel like my concerns are truly valued. She's a true asset to the bank! ???”

4.2 Good24 Reviews

“I recently had the pleasure of working with Dallas at MSI credit solutions, and I must say, it was a fantastic experience. Dallas was incredibly helpful in providing me with a clear understanding of the factors influencing my credit score. He showed me genuine determination to help me improve my score.Overall, I cannot recommend Dallas and MSI credit solutions enough. His professionalism, expertise, and personalized approach made me have absolute trust in him. Thanks to Dallas, my credit score went up 100 points and for the first time in years, I have a credit score I am proud of!”

4.6 Superb154 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

“I was lucky to be introduced to credit revamp solutions, and in just few days my credit score went up. I recommend Revamp Credit Solutions for individuals and businesses entity. It is a way to go!”

5 Superb34 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

“The best of the best! I’ve used turbo tax forever and my taxes proved to be more complicated this year. Lauren did an excellent job and took all the stress away of filing my taxes away. I had lots of questions and she was very communicative. I will be using her from now on. Very pleased with our service!”

4.3 Superb87 Reviews

“I'm here to resolve your debt collector issues at credit services DFW my goal of to get you debt Alfred fast and negotiating with debt collectors to resolve any matter on any debt”

5 Superb12 Reviews

“i walk into this branch at least twice a month. the experience is always a pleasure. it is never dry and transactional. while i don't always enjoy pulling money from my accounts, i do enjoy every interaction inside this branch!”

3.4 Good61 Reviews

“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...”

5 Superb16 Reviews

“Nice clean office with obvious health and sanitization protocols in place. Blake Nelson helped us with our account and expanded on what we already knew about Charles Schwab.”

4.5 Superb9 Reviews

“Patrick was very helpful and quick! I appreciated his attention to detail, thorough explanations and kind manner. He made me feel confident in my investments and trusting of his opinion.”

2.9 Average25 Reviews

“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!”

3.1 Average14 Reviews

“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!”

3.2 Average7 Reviews

“Their customer service (via the phone) is HORRIBLE. 4 hours on the phone and nothing got accomplished. Two reps could verify identity no problem. The other two couldn’t. Waste of time .Came to this branch and the employees were great, courteous and got me exactly what I needed in minutes. I was shocked how different the two experiences were. I feel a little bad about closing the account but over the years their phone CS has always been terrible. Got in and out of this branch with everything I needed in minutes.”

2.5 Average35 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

“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.”

1.4 Poor83 Reviews