Cadence Investment Services - Killeen (TX)

Diana leard This does not have money transfer at this Circle K dont bother to come here

Charlotte Elliott having taxes done is not enjoyable but Brandy La Chappeal made it bearable. With all the new tax law changes Brandys knowledge was above my expectations.

Sherrilyn Price Steven Dawson was recommended to us when we were clueless about how to handle my mothers financial accounts when she became unable to handle them herself. We quickly realized he would be a great asset in getting our own accounts in order. Steven and his team take care to know the individual first, then take equal care to fit investment strategies to the individual needs and preferences. He is thorough in covering all details and ensuring that we are well-informed and confident in all decisions and actions. We connect with him as an advisor, a Christian, and a friend.

Lorena Ortega Linette made the loan process super easy and convenient. She has continued to answer any and all questions about my loan. Would definitely recommend for those who are starting to try and establish credit.

Xanthis Barthel My partner and I just closed on a home in Fredericksburg TX, a major part of that being possible was the assistance we got from Keith Jensen. He worked hard to get us pre-approved and communicated efficiently throughout the entire process. That whole process was made 100 times less stressful and smoother all thanks to the effort he put into his work!

Julie McDonough My husband and I have been working with Neil for over a year. We are very pleased with the establishment of a financial plan that fits our current needs and future growth. We have 24/7 access to our portfolio to see growth, projections, and so much more. In addition, Neil is very prompt with his responses to our questions and concerns. Neil’s approach to financial planning is straightforward and he is very attentive to details. He takes the time to know our personal details and engage in meaningful discussion. He provides many scenarios and works with us to make the decisions that are right for us. We enjoy the monthly status updates and timely articles relevant to financial planning and investing that we receive. In addition, Neil meets with us quarterly to discuss our portfolio and provide opportunities to make changes and update our plan. We highly recommend Neil and his firm, Krishna Wealth Planning.