Investing near Farmers Branch, TX

30 locations found near Farmers Branch
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“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.”

0 Na0 Reviews

“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!”

5 Superb30 Reviews

“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”

4.9 Superb30 Reviews

“I have had the most amazing experience at Regus over the last year. I am an entrepreneur, and needed a space to start my business but did not have a ton of capital for an office. Regus has fit my needs ideally. Christina at the front desk is a dream! She always has the most cheerful disposition and is very eager to help you with whatever that you need. Regus very lucky to have Christina! I would give six stars if I could, and would refer Regus to anyone who needs office space without the commitment of a long term lease.”

4.6 Superb18 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

“It is literally impossible to imagine a more helpful and friendly group of bankers. They are very responsive and have always gone the extra mile to help me and my family. I cannot imagine a scenario where I will Ever Bank anywhere else.”

4.2 Good9 Reviews

“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.”

4.3 Superb6 Reviews

“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.”

2.9 Average22 Reviews

“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.”

2.8 Average25 Reviews

“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!”

2.9 Average12 Reviews

“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.”

5 Superb1 Reviews

“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.”

5 Superb1 Reviews

“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”

5 Superb1 Reviews

“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.”

3 Average2 Reviews

“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.”

2.1 Poor9 Reviews

“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.”

1 Poor1 Reviews

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