Edward Jones - Financial Advisor: Jon Nance, CFP®|CEPA® - Frisco (TX)

Maribel Contreras Mrs soina is amazing lady very helpful thank you Mrs soina

David Gonzalez I cannot overstate the invaluable assistance Adam and Guadalupe Bank provided in the closing of our new home. Adams expertise and patience were instrumental in making the process remarkably smooth, particularly when it came to navigating the intricacies of financing. Thanks to Adams efforts and the efficiency of his team, we even managed to close ahead of schedule. Adam, we are sincerely grateful for your outstanding service!

Mireya Lopez Every time I go in credit central the ladies are always welcoming. Today I had a little problem online came into the office and both Mary and Vero were very helpful

Zachary Leonard I wanted to say thank you to Timieka Thomas! She really came through helping me get one of our mutual clients to reach there deadline. Thank you again for your excellent service!

Martin Towey We had another advisor for over 10 years suddenly up and quit on us. The firm he was with never even told us, and were unapologetic, when we finally found out from a missed meeting that no one was servicing our accounts in the meantime. We interviewed multiple firms and were surprised how many bad firms there are out there. Unprofessional, uncaring, and frankly uninformed, all they wanted to do was talk about themselves. After speaking with Edelman Financial Engines we were optimistic and ended up with Mr. Chase G. and he/they have been nothing short of excellent since. Despite a couple of stumbling blocks with the transferring of funds between old and new Chase has been professional, knowledgeable, understanding, and apologetic. He quickly took the reins and has since taken over both mine, and my mothers, financial planning with the personal attention youd give to your own. Very inquisitive and mindful he has taken the time to truly ingest our needs and then find the tools to address them. Fantastic personal touch I feel more like Im his brother than a client, I cant recommend Chase G. enough.