Dodson Lovitt Financial Group - UBS Financial Services Inc. - Sugar Land (TX)

Juan Daniel Acosta Jimenez I would like to extend my deepest gratitude to Mr. KHOA VU for the outstanding support and professionalism he provided during the process of opening my business account with Truist. From start to finish, Mr. Vu demonstrated exceptional knowledge, patience, and care—answering every question with clarity and guiding me through each step efficiently. His dedication to excellent service made a complex process feel easy and secure. As a Cuban entrepreneur building my company in the United States, I truly value people like Mr. Vu who go above and beyond to make business owners like myself feel supported and respected. Thank you again, Mr. Vu, for your time, your guidance, and your excellent service. This is the beginning of a great relationship with Truist—thanks to you.

Sonya My husband Johnny reopened his account with Kelsie. She was very kind and informative. You can definitely tell she cares about her customers and loves what she does. I definitely would recommend her.

Lakenya Ross Mom been with them since I was 5or6 years old. When I got grown I started using them as well.We like the Agents there nice and are very helpful.

Garland I have been a client of Dan Dillards even before he started NEST Financial. What originally drew me to him for financial advice was his emphasis on educating people and potential clients. He brought in various speakers to his public sessions and helped people get the facts. And even after forming NEST Financial, he still excels at helping people become educated on financial issues. He now holds video conferences to communicate with his clients or other people on a regular basis. The NEST Team (Dan, Gloria and Sean) work together very well and each person brings a set of skills the mesh together for the client. I have had the pleasure of talking and working with each of them at various times. I like the fact that they keep on the forefront of what is going on in the investment and financial world. When I first came to Dan, he helped me invest old 401Ks (that were consistently losing money) into worthwhile financial investments that turned my situation around. He has helped me with insurance and diversifying my investments... including investments outside the stock market. I have learned a tremendous amount from Dan over the years. And with the current team at NEST with Dan, Gloria and Sean and the work they have done to become associated with Folio, it seems like they are headed for even bigger and better things in the future. I have nothing but compliments for the NEST team... they listen to their clients... they are responsive to their clients for getting things done, never pushy and I feel like they give me advice based on what they truly think is in my best interest.

Darrell Hamilton I just recently opened a new account because I got a great referral from one of their customers. They were right! The best banking experience ever. The entire staff is friendly and explained everything clearly about the new account. Jesssica is an extremely kind and caring person who is efficient at her job. Such a delight. You are blessed to have her on your staff!