Edward Jones - Financial Advisor: Shana P Elliott, CFP®|CPWA® - College Station (TX)

Sharon Dumas Dean Jacobson has handled our investment portfolio since 2012 & we’ve been grateful for the service we’ve received & plan to continue to trust them with our financial planning.

Michelle Hill I am a realtor and am surrounded by mortgage lenders but I chose Eric as my own personal mortgage lender because I trust him and he guided me through every step of the process. This was the first time I have purchased a house by myself, and could not have done it without Eric’s guidance and patience. When it comes to my clients, I am always happy to refer them to Eric for Mortgage information because I know he will treat them as well as he did me. He is a wonderful mortgage lender and will not steer you wrong.

Scott Capouch Ive worked with Stephen for around 15 years. Hes always looked out for my best interest. Hes honest, straight forward, and doesnt try to sell you anything you dont need. Highly recommend.

Jamie Meek Carter Financial Group is amazing. It was a little tough getting some of my stuff moved over but Mandee worked diligently and persistently until it was done. Client service is impeccable! I highly recommend them!

Martin RodarteVEVO Vanessa Beltran Diaz was my agent and I refer her to all my friends and family. Shes a polite young professional that loves her profession. Thank you again Vanessa!

Bookkeeping Department Nick is a newcomer to the Rosenberg/ Richmond area, where he has recently established his own institution to provide assistance to those in need within our community. With over 12 years of experience in the auto loan industry, Nick has dedicated himself to helping individuals facing dire circumstances. His respectful demeanor, extensive knowledge, and efficient approach make him a reliable and trustworthy professional in his field.

Elizabeth Anderson We love our local banker Whitney!!! She always provides the best customer service and is there anytime we need help or have questions. I couldn’t imagine banking with anybody else!

Eiknarf Peaf Nice