BMO Transportation Finance - Irving (TX)

Amanda Policky My family has used Morgan Stanley as financial advisors for decades. So, I was excited to see if they could help me plan for retirement in the next 10 years and make some investments. My husband requested an appointment through the website and we waited 2 days and had no response. I sent an email stating that no one had called back, and an appointment for a phone call was made. During the phone call, the representative told me he knew my family (had worked with them "for decades") and that he would send me a paper to fill out and send back. After filling out the paper, I waited 2 weeks. No response. I emailed saying that I was going to look elsewhere, since this is the second time I have not been important enough to call back. I got an email saying that "This month has brought with it a tremendous workload we were not expecting, so we are unable to take on new clients at this time." Why wasnt I told that two weeks ago? If you dont think I am important enough to work with, say that. Would not recommend.

Joe Flores Live Oak Investors has been an outstanding partner in financial planning and investments. The team is knowledgeable, transparent, and always puts clients’ best interests first. They provide options clearly and provide personalized strategies that give me confidence in my financial future. Highly recommend for anyone seeking trustworthy wealth management!

Sloan Spacek Jeff is so knowledgeable in so many areas! He absolutely knows his business. He has helped us tremendously in creating a plan for our future, while also giving us peace of mind with our week-to-week situation. Having 3 daughters, it was so important to us to find someone we could trust to help with all of life’s questions when it comes to finances and insurance. And find that person we did! He is also a great human being on top of that. One of the only things I regret is not finding the “White Stallion” sooner.

Emily Scott I had a pleasant experience with these guys. I called them because I was trying to get into a new place and had an old debt on my credit. I was very nice to them and they nice back. They gave me payment options and also offered me a settlement. I had no issues with them. Very straight forward.

Elijio Aguillon My first time with the loan express and so I can say that they are helpful

LM Phallan The entire crew is is not only very knowledgeable and helpful but friendly and courteous. I knew absolutely nothing about royalty income and taxes! They patiently explained, answered all my questions and made everything too easy! Cannot say enough good about them.

Rebekah Herzberg The app hardly ever works. I am always having to close in and out of it. The customer service here isnt too terrible but they seem to neglect to tell you important information. I had to wait an entire year to get my tax return from 2022 because they fail to tell you that for direct deposit there is a completely different number. Now I am having to do the same exact thing because I put what was exactly in my account and routing information in the app. If you guys are going to have a different number for direct deposit then why not include it under account details in the app? I had issues getting my work checks too because of this. When I go in to speak to people about this and finding out why my checks and tax returns were rejected that not once told me that I had to use a different number that was never provided. I had to call the 800 number to be given this number and information when I shouldnt have to do that. The people inside the bank should have given this number. This created so much emotional stress for me. Hope you guys fix this problem.