Edward Jones - Financial Advisor: Aurelio Ortiz - Marshall (TX)

Jack Lambert Those lovely ladies can help you set up and open up an account for you.

Krystin Click Traci is the best! She has helped us through the process of buying two homes now and was a pleasure to work with both times.

Trish Daughertys Tax Service : truly a 5 star business. Tom made our taxes look easy when we thought it was overwhelming. He took his time, making sure we felt welcomed. It was a true hole in one. ! Thank you for your expertise.

Tyler Aaron I was nervous to apply after hitting a rough patch in life that dropped my credit, so I did the application online. A few minutes later, a warm friendly agent called to finish the process. The same woman greeted me as I came to pick up the check. I also got to keep a promo cup that makes the perfect choice for pop tarts or cookies and milk. (That could have its own 5 stars ;) ). Before leaving i was told about the tax referral incentive. FF a year, I returned for another loan with a confidence solidified by my great service prior. The same lady is still 5/5 and even hit the incentive. Boss, thats an unbiased- customer-verified 100% completion. I can say he name but afraid ill butcher the spelling. I will edit when I can. Thank you WF!

Dustin Edge Please visit this branch if you want the most friendly and experienced people around, I went in to apply for a car loan and was out and approved in less than 1 hours, I owe a special thanks to Braden Hunt he is a very helpful and professional person he walked me through each process and gave me all the information for me to get my vehicle. thank you again Braden you have helped me accomplish a life long dream I cannot thank you enough

George Atuahene Im very skeptical of most advisors but have had a great experience with this firm so far. Comprehensive suite of services, very accessible and highly relational approach. Kate never tries to hard-sell me on anything, patiently answers my questions and works around my schedule. Highly recommended.