Credit Union of Texas - Bonham (TX)

Elliott Peart It has Advisors that know how to protect your assets and take you to the next level.

Melissa Delacruz I have had the pleasure of choosing Elizabeth to guide me in getting my Insurance policy. Her excellent knowledge of each plans coverage helping me find the right one within my budget . She helped me get the perfect plan. She has been available to answer each and every one of my questions. Impecable customer service. Not only did she guide me. She made sure I was happy with what I had chosen. Highly satisfied! I am always sending people to her so they can too experience great service. Thank you Elizabeth for everything you do for your clients.

Joan McClary I really enjoyed my experience with the ladies in the office. They were all very polite and professional. The manager/loan agent was very informative and explained everything clearly. She was very efficient and it did not take a very long time to complete the loan application and transaction. I will definitely recommend this finance company to my friends and relatives for short term loans.

Adam Bolton I cant say enough good about Will ORourke and his team at Prime Capital. They have done an amazing job personalizing their recommendations to my needs, and have delivered great results along the way.

Lee Montville Has wonderful nice friendly atmosphere and the guy is extremely helpful

Dennis Mikhail Had my taxes done here a couple years ago, and then got audited 2 years later because they filed our taxes improperly. Being tax experts I would expect them to let us know hey this is not the way to do this or actually doing it the right way and then on top of that charging us $300 which was a discounted price to file our taxes with no audit protection according to them even though I remember them telling us that there was audit protection. Now my spouse and I owe $14,000 to the IRS and theyre of course not liable for anything like any other crooked business that doesnt want to do what they get paid to do. I understand if we have a debt we have a debt that is our responsibility but the reason to go to a tax expert is to make sure this type of thing doesnt happen. Otherwise we would have just done this ourselves or went to h&r block which would have charged a quarter of that price and had audit protection. I would stay away from these people if you want to make sure you dont have any legal repercussions with the IRS.

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.