Financial Advising near Wylie, TX

3 locations found near Wylie

“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

“Best bank I ever had! Free checking. Quick arrival of checks. $1 money orders. Cheap safe deposit boxes (I think $10). AND.......they greet you by name! Don't hesitate. mb”

2.1 Poor37 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

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