Cook Financial Services - Dallas (TX)

Chase Chavis I had the pleasure of speaking with Scott from the bank, and I have to say, his assistance was absolutely top-notch. He was incredibly helpful, patient, and went above and beyond to make sure all my questions were answered. It’s rare to find such dedicated customer service these days, and Scott really made a difference. Highly recommend!

Scott Houk I took my nest egg to Edward Jones 9 years ago. I met Kevin, he was professional, and understood all my needs and goals for my families future. We went over the long term goal sheet and Kevin has exceeded beyond the goals that we set. Thank you Kevin. I am so thankful for his knowledge and commitment to help others achieve their financial goals.

Joe Deegan My wife & I have been with Capital Advisors for over 4 years & have been very happy. Their communication is great. I get updates all the time. I talk with them at least once a quarter, sometimes more. If I need money they get it to within a day or two. I used to do my own investing. I am getting older & wanted someone to help my wife if something happened to me. I am sure I found the right company.

Carlin Berry I am very frustrated. I was told that I needed to give a proof of residency so I called to ask if a certain piece of my mail would be acceptable. I cant go into town willy nilly due to being my grandmothers caretaker, and wanted to make sure I had the correct documentation first. I have been on hold for over an hour; until closing I called an hour and 20 minutes before closing. They are super nice in-person, but I wish they had more urgency over the phone.

Eric Youngblood Sara was a great help with my loan experience. Very helpful and professional. Highly recommended and appreciated.

NanaD Best Credit Union that Ive ever been a part of and will remain with as long as possible. Thank you Greater Texas Credit Union.