Financial Advising near Allen, TX

16 locations found near Allen
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“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”

3 Average8 Reviews

“Filing taxes is never fun, especially when you do it yourself like I have been for years. I was introduced to the Wucinski family some time ago, and this year I decided to finally call and get my appointment scheduled with Lauren as this year was a bit more complicated than others in terms of my return. Lauren took me from A-Z in no more than 20 minutes. She knew exactly how to get everything taken care of in terms of my W2 and W2G without any hassle or stress which definitely eliminated my fear of making any mistakes that were unnecessary! I now recommend all of my friends, and family to John Wucinski's office whether they are business owners, or filing as individuals. Hands down the best service around. I will be back next year! Thank you so much Lauren and team!”

4.7 Superb60 Reviews

“I would recommend woody and his team time after time! I'm half way through the program and I'm almost 100 points higher! The communcation from the team is the best! They are so responsive and helpful with anything I bring to them!!! Thank you woody and team for all your hard work!!”

4.5 Superb101 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

“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

“Incredible customer service. Michael and his team took time to explain all my options. They saved me a significant amount of money and became friends in the process. I highly recommend them.”

4.5 Superb8 Reviews

“We have used Harman CPAs from several years now and we dont have a single complaint. They are efficient, convenient, and easy to contact should we have a question. We will continue to use them for as long as they maintain this exceptional service!”

3.9 Good16 Reviews

“The quality of an advisor isn’t how much money you make in the good times it is how you perform in the bad times. I have been with Trent through the bad times of 2008 2009 and the crazy March of 2020. The performance of my portfolio was much better and recovery was greater than my friends with other advisors. Trent is always available and willing to talk through my investments at a level that I can understand.I cant say enough how please I have been with Trent’s guidance”

5 Superb5 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 Superb6 Reviews

“Been banking here since I was a kid. The team is ALWAYS awesome. Kristina Person is stellar. Thanks for helping my mom and me on this trip! Credit unions before big banks!”

4 Good7 Reviews

“I visited this branch today and had a great experience with the branch staff. They were patient and kind. I think I’m a credit union fan! Keep up the good work!”

3 Average11 Reviews

“I visited this branch today and had a great experience with the branch staff. They were patient and kind. I think I’m a credit union fan! Keep up the good work!”

2.5 Average20 Reviews

“Scott and his team are excellent at what they do. I moved all of my liquid and long term assets over to them from several years ago from another firm (Wells Fargo) that was not providing much value. Schwab and their investment strategies, products, and service are second to none.”

2.6 Average5 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.”

2.4 Poor9 Reviews