East Texas Professional Credit Union - Lufkin (TX)

Julie Klumpyan I highly recommend Jon Thompson of Genesis/LPL Financial. He has been helping me plan for my retirement for several years. He’s smart, kind, a great listener and makes recommendations based on his knowledge while working with my concerns and leanings in order to meet my financial goals for retirement.

Melonie Hanson We were with EJ for 6 years. Our personalized rate of return over 5 years annualized was 2.05%. This quarter was 2.78%. All they push is American Funds. Then you choose low, medium, or high risk tolerance. They lack fiduciary responsibility and their fees and commissions are extremely high. Take your money and run to a real investment firm. Oh, and you pay an account termination fee on the way out of the door, currently $95.00 per account.

Nick Patton Ive had the pleasure of allowing Randy Black to guide my financial life through several hurdles and left me back on track after many major life circumstances. With his guidance I have been able to shave 10 years off my timeline for retirement compared with my existing plan prior to our first engagement 8 yrs ago. If that doesnt give you a reason to allow him to review your current life plans and trajectory...then I must add that his genuine kindness stems from a strong commitment to servicing Gods children. His council has been invaluable as he has an unwavering goal of placing his clients within healthy budget while comfortably mitigating your necessary expenses of living, all the while he is hitting your goals for the future. Give Randy Black 60 mins of your time and I see if it doesnt improve the quality of your financial health and well being.

Del Gutierrez Jennifer and Jessica do a great job keeping me on top of the retirement plans. Recommended.