Financial Advising in Plano, TX

10 locations found near Plano

“My husband and I were referred to White, Jacobs and Associates by our mortgage broker…we couldn’t be more pleased with the outcome. All of our bad credit items were deleted and we had lots on both our credit reports. Over the course of 6 months we saw our credit scores dramatically increase. Even our mortgage broker said this was the best deleted credit reports he had ever seen! It was truly night and day. It was a pleasure working with Jeff and Lily. They both were very professional, informative, supportive in anything we needed. They both always explained everything in detail. If I had more questions after that, they took the time and patience to explain any other concerns as well. Lily even explained stuff to me, that I had questions about, after our 6 month contact. We highly recommend them to anyone looking to get their credit reports cleaned up. It was a pleasure to work with them.”

4.5 Superb232 Reviews

“Getting referred to Mario has been an absolute blessing. He's been walking me through Medicare choices and recently begun educating me on retirement options. He is patient, knowledgeable and has made me feel comfortable offering guidance through this process.
I cannot say enough good things about Mario. I highly recommend his services.

Thank you, Mario.”

5 Superb55 Reviews

“When I started with RPOA I Was so insecure as what to do. Now I feel comfortable with RPOA and if you have a question they are there to help. I work with Lesa and she is great.”

4.4 Superb100 Reviews

“There are REAL people that work here. They pay attention to what you want and how to get you there. I've been impressed with their knowledge and honesty. They do a lot of different things but the big things are that they actually care about you and what you're doing and where you're going. That can be rare but I recommend checking them out.”

5 Superb36 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 Good18 Reviews

“i walk into this branch at least twice a month. the experience is always a pleasure. it is never dry and transactional. while i don't always enjoy pulling money from my accounts, i do enjoy every interaction inside this branch!”

3.4 Good69 Reviews

“Bryan Polozola and NexGen Financial has been an exceptional partner for Filo Services. He has helped me setup my company and continues to help me with my business goals and direction. Bryan is great to work with, very professional, and keeps things simple.”

4.7 Superb6 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!”

3 Average23 Reviews

“For the past ten years, my family and I have been using this Fidelity location. The staff is attentive, personable and thorough. A particular thank you to Ryder, Josh, and Troy for going above and beyond to ensure that we had all of our questions answered and our financial needs met.”

2.9 Average50 Reviews

“Jake took great care of my family and me, setting up accounts and configuring them to our needs. Feels great to have such a kind, knowledgeable partner at our local office.”

2.9 Average22 Reviews