Financial Advising near Richardson, TX
30 locations found near Richardson
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Financial Advising
Financial Advising
“Been banking here since I was a kid. The team is ALWAYS awesome. Kristina Person is stellar. Thanks for helping my mom and me on this trip! Credit unions before big banks!”
Financial Advising
“I recently had the pleasure of working with Dallas at MSI credit solutions, and I must say, it was a fantastic experience. Dallas was incredibly helpful in providing me with a clear understanding of the factors influencing my credit score. He showed me genuine determination to help me improve my score.Overall, I cannot recommend Dallas and MSI credit solutions enough. His professionalism, expertise, and personalized approach made me have absolute trust in him. Thanks to Dallas, my credit score went up 100 points and for the first time in years, I have a credit score I am proud of!”
Financial Advising
“I would recommend woody and his team time after time! I'm half way through the program and I'm almost 100 points higher! The communcation from the team is the best! They are so responsive and helpful with anything I bring to them!!! Thank you woody and team for all your hard work!!”
Financial Advising
“Filing taxes is never fun, especially when you do it yourself like I have been for years. I was introduced to the Wucinski family some time ago, and this year I decided to finally call and get my appointment scheduled with Lauren as this year was a bit more complicated than others in terms of my return. Lauren took me from A-Z in no more than 20 minutes. She knew exactly how to get everything taken care of in terms of my W2 and W2G without any hassle or stress which definitely eliminated my fear of making any mistakes that were unnecessary! I now recommend all of my friends, and family to John Wucinski's office whether they are business owners, or filing as individuals. Hands down the best service around. I will be back next year! Thank you so much Lauren and team!”
Financial Advising
“Since working with RCS I’ve been able to get approved for multiple cards. Just got approved for my first business credit card today. I’m extremely happy with the outcome and I will definitely refer them to my family and friends. Thanks again”
Financial Advising
“I got referred by a friend and i was highly impressed on how professional and friendly they were.i highly recommend them to anyone who want to do their tax.They are Awesome...”
Financial Advising
“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.”
Financial Advising
“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!”
Financial Advising
“Their customer service (via the phone) is HORRIBLE. 4 hours on the phone and nothing got accomplished. Two reps could verify identity no problem. The other two couldn’t. Waste of time .Came to this branch and the employees were great, courteous and got me exactly what I needed in minutes. I was shocked how different the two experiences were. I feel a little bad about closing the account but over the years their phone CS has always been terrible. Got in and out of this branch with everything I needed in minutes.”
Financial Advising
“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.”
Financial Advising
“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!”
Financial Advising
“I'm here to resolve your debt collector issues at credit services DFW my goal of to get you debt Alfred fast and negotiating with debt collectors to resolve any matter on any debt”
Financial Advising
“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.”
Financial Advising
“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.”
Financial Advising
“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!”
Financial Advising
Financial Advising
“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.”
Financial Advising
“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!”
Financial Advising
“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!”
Financial Advising
“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.”
Financial Advising
Financial Advising
Financial Advising
“I have known the Kratos Capital team for over a decade, and they are as high quality as I have seen in the M&A industry. Having owned seven businesses over 25 years, I can attest to Josh's knowledge of valuations and skills with regard to getting a transaction done right.”
Financial Advising
“I wanted to take some time and let everyone know that this is the best bank ever. No matter how busy the tellers are they always greet you with a smile and professionalism. I've read some of the reviews and from my personal experince today I can say that unfortunately the clientele of this location are arrogant and entitled. The amount of criticism these tellers are receiving is disgusting. The tellers here are hardworking and should be receiving praise. If you dont like the pace of their work then go to a different location. I will gladly keep using this location in the future.”
Financial Advising
“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!”
Financial Advising
Financial Advising
“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.”
Financial Advising
Financial Advising
Financial Advising in The Nearby Cities
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Wells Fargo Bank
1405 E Renner Rd Ste 410, Richardson Locations
“Incredible customer service. Michael and his team took time to explain all my options. They saved me a significant amount of money and became friends in the process. I highly recommend them.”