Edward Jones - Financial Advisor: Scott K Smith, CFP®|CEPA® - Frisco (TX)

Kolton Ellis Tracey was an absolute pleasure to work with throughout the home loan process. She was incredibly responsive, always quick to answer any questions we had, and explained everything clearly and thoroughly. Her communication made the entire experience smooth and stress-free. Highly recommend Tracey to anyone looking for a knowledgeable and dependable loan officer!

Carrie Hart Emily is always willing to help and make sure we are getting the best rates. The best customer service that I’ve received in a very long time. She takes pride in her job and clients. I’m proud to know that there are still good companies that put the client first. She treats you like family and makes sure you have all the help you need on every claim and question you have. She goes above and beyond with her customer service. She will always make sure you have the best rates and service.

Kimberly Harville I was dreading filing my 2024 taxes because I was certain I was going to owe. I spoke with a few different tax professionals, but none of them gave me much confidence, until I connected with Saige. She took the time to understand my situation, and for the first time, I felt like I was in good hands. Not only did I end up not owing, but she even got me a small refund back. And she did it the right way, no shady shortcuts that risk triggering audits down the line. On top of that, she helped me sort out a previous tax issue where I owed over $12,000 due to circumstances outside of my control. She made a stressful situation feel manageable and took care of everything with professionalism and care. Highly recommend Saige for any and all tax needs. She’s knowledgeable, thorough, and genuinely cares about helping her clients.

Justin M. Really good experience (and still ongoing, for a couple years now) with Rainey Rogers & company. He has always been very reachable and quick to respond to any concerns or questions I’ve had. It is nice to have someone that knows my interests/goals/expectations/risk without having to talk to a different person every time. And no, I don’t have a half million dollars invested with him either so I’m nobody special, but I feel valued by them. Highly recommend, very knowledgeable too!

Lanisha Boggas Crystal was amazing! Super helpful . She done everything she could to help me get approved and get the payment the same day ! I highly recommend