Cottonwood Financial - Irving (TX)

Ericka Buckreis This is a great community resource that is needed especially in this challenging time. They also have extremely good desserts with their meals.

Rick S Since retiring in 2017, Lance and Esty have been very professional and enjoyable to do business with. Lance makes time to meet with us when needed and calls just to check if we have any questions/concerns as the markets fluctuate. Our investments and retirement goals are in good hands with Lance Cox.

Tiffani Wittmis Tammie Harding helped me through every step of the refinance of my house. She is extremely nice and helpful! She is a GREAT communicator and would answer all my questions in a quick timely manner. I can tell her office believes in teamwork. Everyone I was in contact with made my process so easy! The refinance was done in a quick timely manner. I highly recommend First Financial Mortgage!

Brittany Bradley 5 stars for the nurse named Lisa , if there is more than one Lisa its the , She is the Lisa that has blonde/ light brown hair and a pretty smile. She was very thorough in explaining to my grandmother what was needed and her bedside manner was awesome. Shout out to Dr Kamat for his thorough and safely done procedure. The only thing that rubbed me the wrong way , was the lady who was transporting my grandmother to do the procedure, she told me grandmother what the doctor was going to administer into her IV, two of which she is allergic too and had a bad reaction to last time , Hispanic woman with tattoos, specifically one on her wrist , and my grandmother reminded her she was allergic, and this lady rudely replied " why arent you wearing your allergy bracelet" first off one was never given to her or ordered for her but she had the information from her primary in her wallet. So the mouthy lady checked my grandmothers chart again and she looked at the lady she was training and they both stayed quiet. I assume bc we were In the room. I didnt catch this ladies name , she needs to be retrained , learn better manners , and not speak or tell someone they are receiving medications THATS ALREADY LISTED on the chart as an allergy, right before a procedure. Other than her ignorance, I want to thank Nurse Lisa and Dr. Kamat for taking care of my grandmother.

Ellen Candia Just had my taxes done at H&R block in Rusk. Lori Franklin was so easy to work with . I have been using this office for about 10 years and plan to return again next year.

KM Melanie - Im sure appreciative of your taking the time to diagnose a rockshaft issue that field service and shop mechanics at another dealer couldnt figure out after 3 weeks. Tough business you guys are in. Im sure grateful you solved this matter so I can get back to work.

Hollis Parker I am writing to let you know how happy I am with your staff and the service I have received in the short time I have been working closely with you. Everything is easy to accomplish with Echelon. It is quick, electronic, and safe. Chris, you are responsive, knowledgeable, and easy to talk to and understand. You have made this transition for me so much less stressful. Kelly is friendly and easy to work with and was so helpful when I scheduled a trip to Austin to meet everyone. Kyle provided a tax return experience like Ive never seen. All electronic, very quick, very easy! I received an email receipt confirmation from the IRS very shortly after I submitted all the documentation for my return to Kyle. Thank you to you and your staff for taking such good care of me. I truly appreciate it. Ive got my seatbelt on and I am ready to stay the course. Thank you Hollis!

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!