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9:30 AM - 4:00 PM
1602 E Exchange Pkwy, Allen
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”
“I went to the facility in Garland. Was taken care of immediately with some changes to our joint account. The rep was excellent in helping me, answering my questions and taking care of my need to change something’s on my account. Very satisfied.”
“I am Mart DeVine. Your extraordinary Credit Union Representative by the name of“Ylena or Yiena” is an exceptional representative of this credit union. She always greets me with a very pleasant smile; she has a beautiful personality, and she is always willing to go the extra mile to assist in completing my transactions. She is an absolute asset to your company…she is a “Keeper!””
“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.”
“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!”
8:30AM - 4:30PM
2600 Eldorado Pkwy STE 260, McKinney
Investing
“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”
“Phil was so patient with my incessant questions about setting up a trust and even explained things in a manner in which even I could understand! Setting this up for us haven given my husband and I such a sense of peace i.e. having things in order! I highly recommend!”
8AM - 4:30PM
611 S State Hwy 78 Ste 134, Wylie
Investing
“Life happens and this financial stuff can be hard to understand and navigate. THERE IS NO ONE ON EARTH BETTER THAN MARTY!! Marty and his staff went, what I felt to be, so far above and beyond it's almost stunning in this day and age.Marty has done really well for my folks and has treated us like family.Can't say enough about him.”
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.”
“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!!!”
“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.”
8 AM - 5 PM
201 W Virginia St Suite 102, McKinney
Investing
9:00 AM - 5:30 PM
4504 Legacy Dr Ste 200, Plano
Investing
8AM - 6PM
318 W, FM 544 Ste C2, Murphy
Investing
8:30AM - 5PM
1700 Alma Dr Suite 245, Plano
Investing
Investing
Investing
Investing
Investing
Investing
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Investing
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Investing
Investing
“Big anything, including banks, are highly structured and not particularly people oriented and Wells Fargo is no exception to this fact. So I'd rate "Wells Fargo Bank" as 3.5. However this branch deserves a "5"!!!!. We do all our banking here and the staff is one of the best we've encountered over the years and we've used many different banks in the 4 states in which we have lived. The customer service reps behind the counter always greet you with a friendly smile and are thorough and efficient. Over time we have interfaced with all three bankers and each have been extremely helpful. Recently, Evan, helped us each secure a personal line of credit and the process was smooth and easy. We would highly recommend considering this branch as your branch of choice.”