Bank of America (with Drive-thru ATM) - Greenville (TX)

Deena K How many times does one need to confirm an appt? Im a grown woman, if I cant make it Ill call so I go to their office and bumper lips in there said they gave away my appt. BAD Business!! I was skeptical anyway due to their lack of interaction at the dinner, they couldnt wait to pack up and leave. Its a wonder I tried to see what they were all about. Question answered.

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…

Peter Hebert We recently met Kasey Byrd at one of his trainings. We enjoyed it and made an appointment to have him create a comprehensive retirement review with us. Our experience with Kasey was outstanding! He took his time to explain where we are today and options for our future. I cannot emphasize enough what a fantastic and educational experience this afforded us. On top of being a genuinely wonderful human-being, Kasey presented us with some excellent strategies for our retirement. Make an appointment with Kasey, you will be happy you did!

Fernanda Garza Aviña I went to process the transfer of my vehicle title, and everything went perfectly. They also helped me with my taxes.

Carie A Ive worked with John & Gilbert for several years now. Not being a financial advisor myself, I really appreciate how they take a teachers approach to finances. They strive to educate and guide you on the right path without sales pressure. Keep up the good work guys!

Sheli Hinton They insure our home, vehicles and business and we are extremely happy. Great family owned business.

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!

Damon Gauthreaux Very professional and customer focused. Highly recommend for your financial advisor.