Edward Jones - Financial Advisor: Rich Sinclair - San Antonio (TX)

Julie Klumpyan I highly recommend Jon Thompson of Genesis/LPL Financial. He has been helping me plan for my retirement for several years. He’s smart, kind, a great listener and makes recommendations based on his knowledge while working with my concerns and leanings in order to meet my financial goals for retirement.

John C I am closing my account with Momentum Bank. It started when I wanted to help my brother-in-law cash his stimulus check. At first, they said they would do it, if I deposited the check into my account and the funds would be available at a later date. Fine, no problem. Then, they say no, they cant do it since my brother-in-law is not on my account. Then she says very rudely: "Take it to Wal-mart, they do that kind of thing". I had 10 times the amount of the check in my account at the time! I guess they really did not want my business that bad. I went to my other bank across town and they gladly cashed the check. Goodbye Momentum Bank.

Jennifer Johnson Do yourself a favor and call to set up an appointment! Fantastic, client centered service from wonderful people! I will be a client for life!

Jonathan Reyna Great service, awesome staff willing to work with you and on point at follow ups. Thanks for helping on my needs Elizabeth Smith.

Anony Muss I’m pretty sure this bank is running a sort of Ponzi scheme, or at the very least robbing Peter to pay Paul kind of deal. I deposit my check every week. Every Sunday the ATM says my account is empty, and the ladies inside say “yep everything adds up…you spent all of your money”. However, between Tuesday and Thursday half of my paycheck shows up in my account (depending on how much they take out to cover other people’s expenses and let me keep). I’m going to ask the FDIC and BBB to investigate.

Alyssa Melgoza This company is always so helpful and friendly! Definitely recommend going here!

Ryan Boyd Pretty sleezy operation. Chris Aitken found my professional network, took my business phone to solicit his (unwanted) financial service, then automatically added my email to his subscription without my permission.

Rofik I found the perfect life insurance policy thanks to Summit Financial Advisors. The staff is friendly, and they really take the time to explain everything.