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“I was needing to set up Auto Draft by mobile phone . “Heather” a Service Center Agent was VERY HELPFUL!! Lead me step by step through the process and was extremely patient and polite during the process to someone not very knowledgeable with computers or doing things on the phone !!”
“I worked with Nick who was extremely professional and helped me align my goals for the future. His dedication to his customers is unmatched as he takes the time to hear you out and develop the plan that is right for you and your family. I am very impressed with the personalized plan as he exceeded initial expectations. If you are wanting to get ahead in life, Nick is your guy!”
8AM - 12PM 1:30 - 5PM
11903 Frankford Ave Ste 200, Lubbock
Financial Advising
“I worked with Jeremy for 3 years. I came to him with a mess and he guided us to our solution. He is easy to work with and knows his stuff. Thank you Jeremy and Donna!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“David Winston and his team deliver top notch, personalized service. With their assistance, we have been able to support the kid's college needs, plan for retirement and even prepare for life's unexpected expenses. I am so grateful to them and to Ken Murray who introduced us years ago.”