Edward Jones - Financial Advisor: Dick Stevens, AAMS® - McKinney (TX)

Dana Gonzalez I have had an absolute horrible experience with Transamerica after the passing of my mom. My other siblings got their check but I did not so I contacted them. At that time I was told that all of my paperwork was in good order and I would receive a check in 5-7 days. It’s been a month and nothing. I have called numerous times and get a song and dance. Customer service really cannot tell you anything except what’s in their computer. They told me a processing team was reviewing my case and that someone would call me in two days. No one called then I called again. I was told someone would call me in two hours no one called I’ve held for supervisors. They never get on the phone. I’ve been told supervisors will call me. No one ever calls me. I just get a run around all the time and all of us has beneficiaries. Get the same thing with 10% tax worth health yet it’s one lie after another and still no check and no one will call me to tell me what’s happening today they said that the taxes were being calculated which is not true. We all get the same thing and they’ve already gotten their check. It’s a horrible experience after the passing of my mom. The customer service is absolutely horrible and I would never recommend Transamerica to anyone. My dad would be so upset if you were alive today don’t buy anything from them. Your descendants will not be treated kindly.

Shronda Thomas I love the customer service I received from the time I did my estimate til I signed my documents. Roxana was so helpful and explained everything to me until I understood my obligation to the loan. Thx so much for everything. She even held conversation while she worked on my application.

Michael Mann Its inside the Pilot Truck Stop

Liam Cleary I had a good experience with Ivana Robles helping me apply for a secured loan. The process was simple, quick, and she explained everything in a very easy to understand manner. Grateful for the assistance and professionalism.

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.

L R My experience with Grant Miller, CPA, has been excellent! He handled my personal and business taxes with much professionalism and promptness. Highly recommend.