Keywords: Financial edward jones financial advisor: katrina morris cfp®|aams®|crpc™ tx

Edward Jones - Financial Advisor: Katrina Morris, CFP®|AAMS®|CRPC™ - Alice (TX)

Address: 🏡 700 E 2nd St, Alice, TX 78332, USA
Phone : +1 (361) 664-5227
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJoxYhzPTLZ4YRmf2KHi9XTqo
#Texas

Structure Finance LLC - McAllen

Tony Cisneros As first-time home buyers, my wife and I were very impressed with Paul Morales experience and knowledge of home buying process. His staff was also very knowledgeable of the buying process. Mr. Morales and his team worked hard to ensure our mortgage loan experience was a great one. From the initial interview, all the way to the very end, Paul and his team were there every single step of the way. We were never pressured into anything and as we got into the thick of qualification, they worked with us closely to get all the information and documentation needed without stress. Even on nervous moments, Paul was there to re-assure us everything would be fine. Mr. Morales made the whole process a very informative and pleasurable one. The Nations Lending team even took the time to let us know what was happening and what next steps that were being taken. We highly recommend Mr. Morales and his team for your next home purchase. We are very glad that we chose to go to Nations Lending and would highly recommend them to anyone! 5 stars in my book!! Thank You Paul for all your help. To this day, we are enjoying our new home and building new memories every day!!
5 /5

Clearfork Financial Planning - Fort Worth

David Nagy The team at Clearfork has been fantastic. It was our first time with an advisor and they have been great to work with. Highly recommend.
5 /5

Universal Financial Service - Houston

James Cavalier For many years, I handled my own tax preparation until it became overwhelming. A friend recommended Universal Financial Services, and my wife and I booked an appointment. This turned out to be the best decision we could’ve made. For the past few years, we have relied on UFS and Eursella for all our tax needs. Eursella is extremely knowledgeable, professional, and enjoyable to work with. She understands the tax code thoroughly and ensures you capture all the deductions youre entitled to. I highly recommend UFS for all your tax and accounting needs.
5 /5

Edward Jones - Financial Advisor: Aurelio Ortiz - Marshall

Mallory Born Aurelio was very knowledgeable and explained the process of planning for our retirement. We had a lot of questions and he was willing and able to answer them all
5 /5

Martillo Capital LLC - Flower Mound

Carlos Castaneda Niko was very clear and concise on explaining the financial plan. All my questions were answered that I had and felt very comfortable with the plan that was pit in place for my retirement
5 /5