Edward Jones - Financial Advisor: Mark D Edwards - Flower Mound (TX)

Susan Andersin Lori and Karen are the 2 sweetest ladies anyone could ever have a pleasure to know. They above and beyond what they need to do for their customers. Thank you both.

Lindsey Campbell We have had such a great experience with Strategic Insights - James has been so kind and patient, answering all of our questions thoughtfully so we know exactly where our money is going. He takes the time to understand our current and future goals so every action we take puts us closer to achieving them. Everyone we’ve interacted with has been kind and helpful. Highly recommend!

Darius Steen This company is an absolute lifesaving measure. I was able to secure things because of their efforts and options. They work with you, even throughout your worst times, and even provide ways to assist in any situation if they can. Big shout out to Derick and Jaime for staying connected with clientele overall to ensure everything is okay. They are incredibly helpful, encouragingand not predatory by any means. Thank you team.

Rolando Carrillo Ms. Sylvia Trevino very professional and very friendly and very knowledgeable....

Mitzi Logan Have used this CPA firm over 5 years. Excellent service, professional and thorough. Highly recommend.

Andrew O. I felt I was being taken advantage of by my prior bank that managed my trust. I was paying exorbitant fees that were incompatible with the level of service I was receiving. I was looking for a wealth manager who is trustworthy, transparent, accessible, and easy to talk to and I’m glad I found Lance. Since moving my investment portfolio over to his firm, I have been very pleased with the service and the level of communication that I get. I no longer feel like I’m just a number and I always know exactly what I’m paying for.

Mike Godwin Talked to three different people. The last was a Jamey Davis. He was about as much help as the clap. Waste of a phone call.