Edward Jones - Financial Advisor: Sam Spears, CFP®|AAMS® - Rockport (TX)

Pascual Marquez I have known Grant for 24 years.When I met him in his office to discuss my future investment after retirement he treated me as if I was a multimillionaire, instead of a UT staff retiree. My simple investment has quadrupled in that time. I highly recommend him as an investment advisor.

Matthew Covalt Great experience working with Kathy and her team. They were extremely professional and responsive throughout the homebuying process, spending the time to ensure great detail in each step and what to expect next. We would definitely recommend LeaderOne to anyone looking to go the home buying process like we did!

Letty DeLeon The entire staff at the Midland, Texas branch location are amazing! Sonya is the original one who helped me but she was out to lunch when I went in so Diane/Diana took care of me. She was extremely helpful and showed me exactly how to pay off loan faster and pay less interest. It always nice being able to save money. I highly recommend the Midland location, they are all very professional and friendly! The branch manager Yvette has a great team!!!

Garrett Master David is an exceptional financial advisor, offering personalized, accessible guidance with professionalism and expertise. For nearly ten years he has helped us plan our family’s financial future and steward the resources entrusted us. Highly recommend all on Blue Trust’s services.

Duane Puffer I have been using LPL for our retirement investment portfolio for 6 years or so. They have been an excellent asset to us. I highly recommend them to all my friends, family and coworkers. I was recommended by a co worker and thank him often.

Jenna Hernandez Amazing customer service from Ale and Julissa. Would definitely recommend applying here. They made the application process way easier and smoother especially since I was able to do it over the phone.