American Financial Network, Inc. Plano - Plano (TX)

ustradingchamp Have had nothing but the most kind respectful interactions with all the staff, Kim, Sandy and all the rest. Class acts. You can be sure youd be lucky to get treated better elsewhere. No bull

Barry Card We are blessed to have had Joe as our financial advisor for at least seven years. He is accessible, knowledgeable, and a savvy investor. He helped us successfully navigate moving out of state last year, and made sure we had adequate resources for the move, while minimizing out tax liability. Joe provides the personal touch to managing our finances and we consider him our trusted advisor.

Jeff R Ive been working with Josh for a little over two years now and I have to admit I am very happy with him. He is knowledgeable and always willing to take time to explain what Edward Jones is doing with my retirement and investments. Hes patient and always helpful. I highly recommend him to anyone looking to have someone help them with their retirement and invest their money toward the future. My thanks goes out to him for all his time, patience and help.

Kerry Cassuto I’ve been working with Sarah Marshall and Cristi Jo with Texans Wealth Management for over 15 years, and I can honestly say the experience has been exceptional. From the beginning, they have taken the time to truly understand my goals and have consistently provided sound, personalized financial advice. What I value most is their trustworthiness and clear communication — I always feel informed and confident about my financial decisions. Over the years, Sarah has guided me through retirement planning / investments / major life changes, always explaining options in a way that’s easy to understand. Beyond their expertise, they are approachable, responsive, and genuinely care about their clients’ long-term success. I feel fortunate to have such a dependable partner in managing my finances and would wholeheartedly recommend Sarah Marshall to anyone looking for a knowledgeable and reliable financial advisor.

Richard N Pickett, Sr. Great employees

Payton Fisher Helped me go over my financial planning in great detail, which really helped me solidify my retirement planning and different investments I’m pursuing. At the same time helped optimize my investment strategy in which I have seen a substantial increase in my gains. I highly recommend.