Investing near The Colony, TX
30 locations found near The Colony
View Map9:00 AM - 12:00 PM
4703 State Hwy 121, The Colony
Investing
Investing
“Longhorn Investments YOUR AWESOME! I would like to give a shout out to my lender Cheryll Ramirez as she was totally great during the entire process! she always took my calls answered my 1001 and questions and made this process extremely simple.I highly recommend Cheryll and Longhorn Investments for all your Hard money lending.Thank youDaniel”
Investing
“Lifetime customer! Dedicated team who are results driven. Unparalleled customer service, value and experience. Have had and always will have my 100% confidence and trust on all financial planning decisions.”
Investing
“It is literally impossible to imagine a more helpful and friendly group of bankers. They are very responsive and have always gone the extra mile to help me and my family. I cannot imagine a scenario where I will Ever Bank anywhere else.”
Investing
“Great office and a great company. My investment strategist, Devante Williams is attentive, knowledgeable and very professional. It’s obvious he takes pride in providing the best service possible, whether you’re investing $20,000 or $2 Million! Coming over from another investment firm where I was essentially a number, my experience at Schwab has been truly refreshing. Only wish I had moved my accounts here months earlier.”
Investing
“Andrew Cremé is one of the top Financial Advisors in the DFW metroplex. Whenever I have a question about financial planning or investing, Andrew is always my first contact. Very knowledgeable!”
Investing
“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.”
Investing
“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.”
Investing
“I've had an account with this office since 2001 & greater Schwab since 1989. I did establish accounts at Fidelity at one point too. I have enjoyed terrific, competent and friendly service at this office from EVERYONE. The people at the front can handle surprisingly complex issues and my account representative, Andy Bennett is available for personal service. For unusual issues they or I can access a national issue expert by phone.”
Investing
“I've never had someone take the time to not only their process but also the action steps to take me from where I am to where I want to be. David take the time to get to know his clients, understand what's most important to them and partner together with them to help them achieve those goals.”
Investing
“Cantrill Financial has tax preparation services and for someone who spends 50% of my time in another state, receives per diem and travel stipends—they knew just how to sort my taxes out and give me my best return to date. Shoutout to Heather! I will definitely be returning.”
Investing
Investing
Investing
“I've been with Corda/Dallas for almost 10 years now. I've been in the market since 1970 and have done my own research, used various stock brokers, and one other advisor. Besides the standard qualities of Professionalism, Quality, Responsiveness, Value, my experience with Corda also has shown a great concern, like a mother or father level concern, for my specific situation. Like all advisors, they have a specific strategy that is refined on an ongoing basis to match the sometimes wild fluctuations of the ever changing market. Corda has always provide superior service and has been able to explain the logic and reason for why buy this or why sell that. I was a commercial airline pilot when working and by being here writing this review I can unequivocally say that I matched every successful takeoff with a successful landing. Ted Williams is the last MLB player to complete one year with a batting average over .400. That means he was successful 4 out of 10 time coming to bat. I review my Corda account regularly and if viewed on a 10 year timeline, the trend is UP, UP, UP. And that is with taking yearly distributions. When viewed on a shorter timeline, it's normal to see some downtimes, like Oct 2023. During these times, Corda has ALWAYS been available to explain the big picture.”
Investing
Investing
9:00 AM - 12:00 PM
340 E Round Grove Rd, Lewisville
Investing
9:00 AM - 12:00 PM
4056 Old Denton Rd, Carrollton
Investing
Investing
Investing
9:00 AM - 12:00 PM
131 N Denton Tap Rd, Coppell
Investing
“Team in this branch is great! The branch manager Amber was very helpful and made sure I was taken care of. She had Amudha assist me with the service I needed, she was very professional and prompt. I literally was in and out in less that 10 mins! Thank you so much ladies!”
Investing
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Investing
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Investing
9:00 AM - 12:00 PM
3701 Belt Line Rd, Addison
Investing
“They are very friendly and attentive. I needed assistance with a lien release and Danny Gonzalez quickly jumped on it. He also briefed his partner on the case as he would be leaving on vacation in the coming days. Very impressed.”
Investing
Investing
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Wells Fargo Bank
4703 State Hwy 121, The Colony Locations -
Comerica Bank
4730 State Hwy 121, The Colony Locations
“Been a customer for many years. Always had good experiences with the manager Connie. Worked with other reps and have my safe deposit box in the location. Never any issues getting my business career for.”