Aaron Hunter - Associate Manager ACD, Ameriprise Financial Services, LLC - Plano (TX)

T B Excellent people person and nice to speak to

Wayne Best Wealth Management firm I know.

Monte Travis Karen helped me she was so nice and awesome

Nelson Mayfield Jessica was wonderful and took care of us making sure all paperwork was accurate. This made our process smooth. Thanks and I highly recommend Cliffs! ~Tracy Mayfield~

Meybel Granado My experience with CónsulJavio Financial Services has been outstanding. They are true experts in tax matters, and their professionalism and knowledge were clear from the very beginning. I received clear, precise, and personalized guidance that helped me optimize my tax situation and understand every step of the process. The service was fast, efficient, and always delivered with a friendly and respectful attitude. I especially recommend them to small business owners and entrepreneurs who need trustworthy financial and tax support. Plus, they speak Spanish, which makes everything even more accessible and comfortable for Spanish-speaking clients. You’ll be in great hands!

Joseph Alexander Symphony Wealth Group is the real deal. Their team combines deep financial expertise with genuine care for their clients. What impressed me most is their ability to take complex, high-stakes financial decisions and turn them into clear, confident, values-driven strategies. They don’t just manage money — they help you align your wealth with what matters most in your life. Whether youre navigating a liquidity event, thinking about long-term family legacy, or just trying to get clarity around your next move, the advisors at Symphony are thoughtful, strategic, and remarkably human.

angela galvan Dee Ramirez was so helpful and sweet! Great customer service!!