B & F Finance - Waco (TX)

Taylor Miller Christine, Jessica, and Lisa are the best. Love coming to do my transactions here

Michelle Moore Attended one of Eric’s seminar and was immediately impressed with the positive feedback and experiences from the clients at the table. Fast forward, I became his client shortly after, after meeting with him and having him thoroughly explain all the product offerings. Eric really cares about the long term financial success and education for his clients. Best decision I could have made!

Marcus Young The Rosenthals have been our financial advisors for more than 30 years in both a pre and post-retirement capacity. The Rosenthal team (Beacon Pointe – Ft Worth) has done a superb job planning and managing our retirement assets. Their advice and counsel has always been thorough, consistent and strategically sound. Their approach has allowed our assets to grow even with fluctuations in the market. Through the years we have been impressed with their professional employees; from the friendly voice who answer the phone, to the client service support staff, to the financial advisors. The employees’ knowledge level, commitment to excellence and proactive approach, teamed with the resources of Beacon Pointe, make them truly unique. We highly recommend the financial advisors of the Beacon Pointe – Ft Worth office for your financial planning needs.

Barbara White Thank you Steve Shelvey for being our advisor with Trajan Wealth. He has been very helpful with explaining the plans and investments for our future investments. He is very knowledgeable and listened to our desires regarding our future. Looking forward to seeing growth in our future.

Teresa Kaiser Had issues with multiple accounts and the online banking. Very knowledgeable and friendly staff.

Jefferson Estrada Excellent service, Miss Samantha, very friendly