Financial Advising near Garland, TX

16 locations found near Garland

“Robert Rodgers and Tracie ( Operations Manager) are great examples of servant leadership. I went here on a whim after the location closest to my house proved to be out of options to resolve my issue - my money order was lost by the passport processing agency in the mail. I could not find my money order slip to track down the order number itself. Robert and Tracie did not have to go the extra mile but did and worked very strategically to get my money credited back while the bank was busy. Most times, I'm used to no one taking true ownership to help a customer find resolve when it comes to customer service. Not sure who needs to see this but they both deserve a raise. Good customer service is hard to come by these days. Kudos to you two!”

1.6 Poor99 Reviews

“I decided to start my journey with MSI credit solutions, coming across Frank the credit guy on TikTok and seeing all the positive outcomes. I’ve decided to give it a try. Frank, made my starting for this journey super easy and understanding, the communication they provide it’s just outstanding!”

4.7 Superb285 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

“They are excellent! My credit improved in less than 6 months. They were able to help my credit get up to very Good so far. Awesome team and I am still working with them !”

5 Superb44 Reviews

“Been coming here to get my taxes done since 2019. Mr. Jeff is very professional and I've never encountered any issues. Great staff and professionalism. Highly recommended.”

5 Superb48 Reviews

“Staff is very friendly and professional.
New location is welcoming and well lit.
You no longer have to walk through the offices to get to transact business”

4.7 Superb33 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

“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

“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

“These guys are the real deal when it comes to financial planning. They are professional, but most importantly they know what they are doing. They take the time to make sure that we were comfortable in our decision making process. I will be referring lots of customers to them!”

3.7 Good9 Reviews

“Appreciate his advice, he took time to listen to my questions and explain. He is a financial advisor for the long run. For today and the future, not just a salesman for today and that's it. He will help you plan for the future. He shows experience, knowledge and organization. Friendly staff and convenient location. No pressure to sell a particular product or fund. Found out that other advisors are more salesmen than advisors, he is not that type of advisor. Suggest listen to what he can present, evaluate and plan your future.”

3.7 Good6 Reviews

“Absolutely the best! Jeannie Williams and Jennifer Coursonhave been a God-send to me! Their willingness to assist in any manner to give me assured confidence in their ability to help me manage my business!Jeannie has a great team to work with and allows me to attend to thedaily affairs of my business. I strongly recommend L&H CPA Advisors!”

3.7 Good21 Reviews

“I can’t say enough good things about Nancy Phillips and her team. I have searched for years to find a professional group like Nancy K Phillips PC. Nancy, is one of the few professionals that actually sits down face to face and reviews each and every issue required to plan your taxes, both business and personal. I can’t tell you how much a live person sitting across the table from you, rather than a “scan it and send it on “ accountant means to me to ensure accurate and timely handling of my tax and planning needs. I highly recommend Nancy and her entire team!”

2.3 Poor5 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!”

2.5 Average16 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

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