Financial Advising near Allen, TX

16 locations found near Allen

“Anna made my day. I had a small issue but Anna came up with a great solution and my experience went from ok to amazing. She proceeded my deposit in a timely manner. I felt valued, I felt like someone cares about how I felt. This is my second loan with RBFCU and I am glad I didn’t go with the competition. Thank you genuinely to Anna and to my teller.”

2.6 Average49 Reviews

“The best of the best! If anyone needs credit repair, Jeff Rigdon is my go to guy.
He gets the job done with excellent customer care.⭐️⭐️⭐️⭐️⭐️”

4.6 Superb215 Reviews

“We highly recommend Mario Arteaga for all of your Medical needs and questions. He has made it really easy to understand the process and all the different policies to choose from. He helped my Mom figure out the best plan to maximize all her benefits and programs to go with. Thank you again Mario for all your assistance.”

5 Superb44 Reviews

“Wendy delivered the kind of personalized, results-driven service that most firms simply can't match. She stepped in when others didn't have the time—or the willingness—to tackle my fairly complicated situation, and her expertise and genuine care made a huge difference. I feel truly blessed to have met her when I did. Working with Wendy has been a joy—I can’t imagine going to any other CPA firm.”

4.6 Superb89 Reviews

“Lauren is absolutely incredible. She got me straightened out after I had a software issue and it messed up all my book keeping. She took her time, fixed it up, then did my taxes. All my stress is gone. She did an excellent job. I got a refund which was amazing. Could not recommend her more for small business owners.”

4.4 Superb98 Reviews

“In the many years dealing with the Jal Dennis Group they have treated my wife and I like royalty and our investments the same way. As long as we have been with them we haven't lost any of our investment. My suggestion is go see the Jal Dennis Group.”

5 Superb16 Reviews

“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.”

4.7 Superb13 Reviews

“I’ve had the pleasure of working with Michael Tannery and team over the past few years. They’ve been my family’s trusted advisor over the length of many years, helped me through moves in and out of Texas and career changes as well. I know I’m in good hands every tax season with their help & they’ve made my life so much easier in doing so.

As someone fairly newer to the tax return process, I’ve gained so much more insight & understanding into my taxes with the tools & resources they provide (e.g., personalized videos to walk you through your tax return, easy communication portal, live zoom meetings on various topics, etc.).

I couldn’t recommend anyone more if you’re looking for a team with the right expertise & level of care. Michael & his team have always been extremely helpful and overall just a great group of people to work with!”

4.6 Superb12 Reviews

“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! ???”

4.3 Superb24 Reviews

“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!”

4.2 Good11 Reviews

“Johnny, Mark, Danielle and the whole team are wonderful and have helped me with taxes from mine to my father's, his business, and more. I LOVE THEM and they work with integrity and can help you in anyway needed.”

4.3 Superb7 Reviews

“Everyone at this location are absolutely wonderful. They enthusiastically great you when you walk in the door, are knowledgeable about all aspects of banking and are a joy to see when I go in. They remember your name and engage with you. That’s why I love this location and am confident with RBFCU.”

3.2 Average33 Reviews

“I had to go into this bank to deposit coins with my toddler and the service was great! Very quick and only a 5% fee for coin deposit unlike other places who charge 12%. They also had goodie bags and cupcakes which calmed my child down! I haven't gone into a bank in years and I was satisfied with the speed/process/service of the whole thing.”

3.1 Average30 Reviews

“Went to this branch before our cruise vacation to deposit cash and withdrawal small bills for tips.The staff was very friendly and helpful to make sure no rips were in the bills since other countries can be strict. We discussed lots of credit card travel tips as well.On another occasion at the branch, they helped us upgrade our savings account to earn more dividends which was great too!We've been rbfcu members for years now and it's great. Also the app is nice and easy to use.”

2.9 Average42 Reviews

“Scott is always willing to answer questions and offer suggestions (with no high pressure) that have proven valuable to my family’s assets over the years. He listens to your concerns and is very knowledgeable of current investment strategies. Janet is second to none in her prompt responses and action re. questions and requests. Her diligence in handling every detail ensures that you have an excellent team looking out for your best interests.”

2.4 Poor11 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 Poor23 Reviews