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9:30 AM - 4:00 PM
3701 Belt Line Rd, Addison
Investing
“All I can say if Noble is FANTASTIC! Chris Moore was amazing with providing COMPLETE details of the entire process. He responded to me promptly whenever I had questions.Delivered documents, funds in a timely manner. The entire process went smooth. Thank you and look forward to doing business with you in the future!”
“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”
“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.”
“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.”
“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.”
8AM - 5PM
2601 Network Blvd #101, Frisco
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!”
“As a landlord, I am extremely pleased to have OmniKey Realty as my property management company!!! They manage three of my current rental properties and I just listed a 4th one for lease with them. There were some challenges I needed help overcoming regarding timeframe on this 4th one because I was headed into spinal neck fusion surgery on a Friday and was unsure of my availability post surgery to approve the lease application and concerned that we might lose a lease if I could not respond quickly enough. I want to give special praise to Madeline, Will, Brandi and Ivonne. To summarize, I had asked them to list the property at a rent that was a little too high. After having lower than desirable tenant interest, I worked with the team to adjust rent listing price, improved real estate agent motivations and within 24 hours we had a lease application early in the week. This was fantastic news. However, I was concerned that we would not be able to receive the tenant screening background check information back in time for me to be able to review and ask any follow-up questions in order to approve the application prior to my neck fusion surgery.Once I shared this with them, the OmniKey team jumped into action! They prioritized and expedited this, were able to send me the lease with some revisions, checking with the tenants first that they would still sign the revised lease still leaving me enough time to review and approve the lease Thursday afternoon, the day before my surgery. Additionally, they were able to receive the deposit money and have the tenants sign the lease the next day, the day of my surgery! Incredible!!!Additionally, the co-owner of Omnikey Realty LLC- Prop Mgmt, Leah Slaughter hosts real estate investor podcasts that have her extremely valuable information and conclusions using data backed charts and graphs supporting those conclusions. She is one of my top 2 real estate investors that I respect enough to watch and learn from their podcasts! She tells you like it is without manipulating data to suit her point and offers outstanding advice based on her extensive research and experience.I’m so grateful to have found OmniKey Realty!!!”
“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.”
“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.”
“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!”
“If your looking to invest in precious metals, contact Priority Gold.I experienced great customer service from the California and Texas offices! Very educated and professional staff will answer all your questions to ensure you purchase the right products for your investment portfolio.Thanks again...Derek”
8AM - 5PM
6305 Preston Rd STE 800, Plano
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.”
8AM - 4:30PM
222 W Las Colinas Blvd. Suite 155E, Irving
Investing
“I have been with Paul Pittman since 2011. He has always been very good to me also his secretary Connie is very nice I just love the both of them. Would recommend them to anyone.”
9AM - 5PM
15660 Dallas Pkwy #820, Dallas
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.”
8:30AM - 5PM
6731 N MacArthur Blvd Suite 100, Irving
Investing
“Fidelity is great from what I can tell, but I'll admit that I'm not the saviesy investor. However, their advisors will give free advice, and they seem to have great services/products. It was really nice being able to go in and talk to someone face to face.”
9:30 AM - 4:00 PM
4703 State Hwy 121, The Colony
Investing
“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.”
9:30 AM - 4:00 PM
15216 Montfort Dr, Dallas
Investing
“2019 Yelp 120 Challenge #9 This location is very clean. I've had the pleasure of coming her serval times and it has always been a short wait. The drive is rather quick as well. There is plenty of open parking out front and plenty of associates inside. If I am ever in hurry and need a quick in and out, then I will be definitely coming to this location.”
9:30 AM - 4:00 PM
4056 Old Denton Rd, Carrollton
Investing
8:30AM - 5PM
5960 Berkshire Ln Suite 1150, Dallas
Investing
9:30AM - 5PM
1140 Empire Central Pl #360, Dallas
Investing
9:00 AM - 5:30 PM
4504 Legacy Dr Ste 200, Plano
Investing
8AM - 5PM
6860 Dallas Pkwy Ste 500, Plano
Investing
9:30 AM - 4:00 PM
13297 Josey Ln, Farmers Branch
Investing
“I do not bank here, but I have to come in weekly for work. My experience for the past 3 months has been great. A lot better than other locations in the area. Everyone is very attentive. Little to no wait. They have at least 3 to 4 tellers at a time. I would recommend this location.”
9:15AM - 4:30PM
14555 Dallas Pkwy Suite 100-382, Dallas
Investing
8:00 AM - 5:00 PM
13155 Noel Rd Suite 900, Dallas
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“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.”