Edward Jones - Financial Advisor: Katie Brown, CFP® - Lockhart (TX)

Hollis Parker I am writing to let you know how happy I am with your staff and the service I have received in the short time I have been working closely with you. Everything is easy to accomplish with Echelon. It is quick, electronic, and safe. Chris, you are responsive, knowledgeable, and easy to talk to and understand. You have made this transition for me so much less stressful. Kelly is friendly and easy to work with and was so helpful when I scheduled a trip to Austin to meet everyone. Kyle provided a tax return experience like Ive never seen. All electronic, very quick, very easy! I received an email receipt confirmation from the IRS very shortly after I submitted all the documentation for my return to Kyle. Thank you to you and your staff for taking such good care of me. I truly appreciate it. Ive got my seatbelt on and I am ready to stay the course. Thank you Hollis!

Roxanne Reese My 84 year old mother worked for GMAC for over 25 years. The customer service of today would have never been accepted; she would have been fired for such incompetence and unprofessionalism. She paid off her vehicle lease and purchased the car the first of September. She has been waiting on the bill of sale and title in her name ever since. She made several calls and was promised the title. The title was sent to some dealership somewhere in Oklahoma; we live in Texas in the DFW area. She had to call the dealership herself to get it sent to her by FedEx. When it arrived, the bill of sale and title were both in the dealerships name. Now she is having to jump through hoops to get GM Financials screw-up straightened out. She has now spoken with 8 different people trying to get a statement of fact so that she can go to the title office to get it changed into her name. They make the mess and she has to go through the stress, inconvenience and pain to clean it all up? Shes 84, handicapped and she has to be the one to jump through the hoops to clean up their mess??? GM Financial is not the company it used to be where people take responsibility for their mistakes, fix their mistakes and provide quality customer service. All she wants is the bill of sale and the clear title to the car that she paid for. GM Financial had no problems cashing her check and cashing it fast.

Gwen My experience was awesome. The ladies at the Pasadena Office customers service is A+. They are friendly, helpful, and professional. I will recommend this location to anyone who is looking for a loan.

Paul Abbott Treats customers like a doctor with great bedside manners! Yeah I’m in the medical field (not a doctor)

Eddie Rogers CoinFlip has always been helpful when I have called them. I have also called them a few times to ask for a discount and they have always provided me a good discount.

Jonathan Walker Regional Finance. 5 stars are not enough. Krissy is amazing and paid extreme attention to our needs. She is heaven sent. I recommend Regional finance. These ladies are here to help and will go the distance. God Bless you Krissy

Red Headed Reviewer We are visiting elderly grandparents here. They took us to meet their financial advisor at Valley Financial in the event that something should happen to them. What could have been an uncomfortable conversation, instead the meeting was very helpful and informative for all involved.

Jan Hart I trust Cory as a financial advisor. I have found him to be informative, reliable, honest, and sensitive to each persons financial situation. He is extremely caring and interested in doing whatever is best for the individual. I was so impressed with him that I also referred all of my 4 sons to him as well.