Cook Financial Services - Dallas (TX)

Perry Zipoy Working with Chris Kilmer at Kilmer & Company has been a pleasure. I appreciate the professionalism, respect, and wisdom of the entire staff, and the financial guidance has been invaluable. After working with Chris, I feel much more confident in my financial future. To anyone who is thinking they could benefit from working with a retirement or financial planning counselor, I recommend giving Chris a call!

Debbie Garcia Mr.Salvador was the representative who assisted me . He was awesome in explaining the process thoroughly and efficiently! I would definitely recommend Security Finance ! Thank you

Anthony Johnson Good food

D Port Very friendly . Easy bank account startup.

Coralene Ramirez They are a great place they care and help people in need

Margo Liss We have been with RPOA since long before the name change and are grateful for the peace of mind they provide. Their methodology aligns with mine and all of the folks take very good care of us. They are accessible, responsive and are just generally down-to-earth folks. Add to that that our portfolio is doing very well. Wins all around!

Chad Caldwell This was originally a 2 star review. See end of the review for Smart Financials actions related to my original review. Ive been very impressed with my local branch, but the call center has been a different story. My first interaction was with Valerie. She was friendly and answered all of the questions I had at the time. She also gave me her direct number in case I had any further questions. This is where the customer service has hit an iceberg. I have called her direct line 5 times in two weeks with no response. I know its the correct number because her greeting states her name and says shell contact you back in a timely manner. Im unlikely going to continue this loan process with yall since I have been completely ignored. Will likely just stay with my current "to big to fail" bank, since they at least return queries to my questions. Jeremy and Angela contacted me and completely remedied the issues with me, and I am very satisfied with their response. I believe they will be using this as a team coaching opportunity, and should not be a problem in the future.

ALFRED MORAIGN I am so glad I met with Greg Hernandez! We had a simple conversation about my most pressing financial issues that were keeping me up at night, and what my future goals were. He said he would take everything we discussed into consideration and create a financial plan for our next meeting, to my surprise. I thought they were going to try and push things on me ASAP.! I actually learned so much about the gaps in my life and why I was so broke each month. Follow up a week later, Greg and his team layed out a plan to pay off my debt, cover me in case I get hurt and protect my income. The goal for me at this time is to pay off my debt and build a foundation to grow my money. Im so glad I found Greg Hernandez!!!!