Beacon Pointe Advisors - Waco (TX)

Walter Rock Bill & Jessica at Financial Integrated Solutions have been a great resource in helping my family with our financial plans. They helped us develop a long-term insurance, investment and retirement strategy. They know their business, were always willing to help and had answers to all of our questions.

Jessica Customer service is extremely excellent. Lenora & Savannah have always been a huge help! Definitely recommend going to them.

Larry Wigley I met Tony during a workshop for Living Trusts. After meeting and then working with Tony on my Trust, I learned that he was very easy to work with. He was always available when needed and he followed up on any actions or promises that he made. I respect Tony for his professionalism and integrity. I found him to be knowledgeable on financial solutions in planning my retirement portfolio. I have since moved my financial planning over to Tony and would highly recommend his services.

Natalie Hutchinson Lori helped us on closing day. She was extremely friendly and welcoming, and handled everything very professionally. Anytime Ive had to call the staff there has been great. Thank you for a very easy closing day! I wish the whole process was that simple. Lol :)

Brenda Tamez I recently opened an account with Value Bank Texas, and my experience was excellent. The customer service was fast, friendly, and genuinely helpful. I was looking to open a savings account, and the staff took the time to explain different options and helped me choose the one that best fit my needs. I really appreciated their patience and professionalism. Highly recommend! Lana and Juanita are a great asset to the team!

Cynthia Garrison Great investment advisor!! Really knows the personal touch and I feel as if he always has my interests in mind. Never have trusted an advisor as much as Kris. He REALLY goes the extra mile for his clients.

Axay Amin Really bad customer service. Not enough ppl in branch to server all customer. System goes down in the middle of transaction and no one knows what happened to the transaction. No one is helping walk in customer event hough PB is not busy. Lots of room for improvement.