Edgar Rojas Finley Financial Services has provided me with excellent financial service/recommendations. They rolled a previous Roth IRA into another account smoothly. They also provided planning and follow ups to my account. I highly recommend them!
Ur Mom Our experience was awesome. Monica helped us out when the banks wouldn’t help us. Her demeanor and attitude was very welcoming and kind. The trainer Melina was also very attentive and such a great guide for Monica to help us. We are extremely grateful and glad to have the best experience with them.
Lindsey Campbell We have had such a great experience with Strategic Insights - James has been so kind and patient, answering all of our questions thoughtfully so we know exactly where our money is going.
He takes the time to understand our current and future goals so every action we take puts us closer to achieving them.
Everyone we’ve interacted with has been kind and helpful. Highly recommend!
cee dub Best to steer clear of a firm that buckles when dealing with a powerful opponent. Not only did Fidelity fail to back their own attorney against unidentified thugs, but they fired a man of ethics.
Garcia Lynda Fast and easy process to get a loan. The customer service was amazing. Maricela and Velinda were very helpful and made the process clear and understandable. I recommend Security Finance to everybody I know looking for a loan. Thanks ladies!
Angelica White Gabe is the absolute best. He answered all our questions. He is absolutely amazing I highly recommend yall go check him out and let him help yall out…