Coordinated Financial Group - Cedar Park (TX)

Bryan Lopez Can’t deposit cash

Peter Ross Dave is a super nice guy and great father to his son Brody, I have entrusted him with my investments from real estate transactions and all insurance needs with great results ! He was with me when my youngest son Ben was born and helped me through the mire of an unfortunate divorce . His financial advice and care for his son as a single parent has been an inspiration to myself and his natural segway into the Allstate Family was always on the cards. . Great guy , great service , and a great asset to Kaufman. Thanks Dave .

Glenda Watkins We have been with 49 Financial for awhile now. We cannot say enough good things about Paul and Benedict. They are both very kind, intelligent, and so very fun to talk to. We are of retirement age and greatly benefited from their knowledge and strategy for our age and situation. We are so very thankful for them and know they will take care of everything.