ACT Wealth Management, LLC - Allen (TX)

Cody Walker Best Company ever

Ian Lueckemeyer Absolutely fantastic. I was Fairly new to investments and retirement plaining but DCater Joseph and his team helped guid me thru the process step by step to get me on the right track with retirement and my business goals. Excellent service and great people. They are truly there to help you.

Amy P We switched from Fidelity in 2014 to Edward Jones specifically to work with Delaine Moore. He is professional, knowledgeable and always available to help us with our needs. He is also very patient and explains every detail to us so that we can make informed and educated decisions. There is no one else we would trust our money with besides Delaine. We have learned so much from him and value our relationship with him and Edward Jones.

stevie jackson They were able to help me get what I needed & I was left a very satisfied customer.

Andreina Perez Interest rates are better than any other place in Waco! The workers are all so very understanding and helpful especially Art (I think his name was). He gave me great advice to build my credit, something he didn’t have to share with me. He even helped me out to get approved for a loan close to what I needed!!!! I hate taking out loans but this place makes it effortless and easyyy!!!

Celia Lopez Very nice ladies very helpful and friendly.

Erin Bracey Mariela was so sweet and helpful! I had such a great experience, everyone is very kind and informative. 10 out of 10 highly recommend!

Amy G-Z I love this bank. Have been with them for 11 years and have zero complaints. I’m not really understanding all these negative reviews because I’ve never had an issue. They’ve always been so helpful to me and friendly when I’ve gone in. I have never been charged a single fee in all the years I’ve been with them. The only thing that’s inconvenient is that there’s not more locations now that I no longer live in the island. Other than that, they’re open 7 days a week and much later than any other financial institution. This means no matter my schedule, I’m likely able to make it in if I ever need anything. I would recommend banking with them to anyone I know.