Edward Jones - Financial Advisor: Timothy M Montgomery - McKinney (TX)

Gary Northcutt Great insights even in troubling times. Steve and his crew take care of any anxiety that I have about the market. If you want someone else to worry about and properly manage your money, THIS IS THE PLACE!!

TK Campbell We havent had a financial planning advisor before, but we shouldve teamed up with 49 Financial a long time ago! Truly a different kind of company-- integrity and a true desire to put our interests first. They spent a long time listening to us talk about our needs and wants and then telling us how they can assist us get to the goal line! Dean Dillenberg really impressed us with his professionalism and knowledge, and his co-worker Liv Shin is enthusiastic and eager to help us find the right investment options. We would highly recommend you give them a call.

Daniel Wendelmeier The only bad thing I can say is that the connection on the phone kept dropping so they had to call me back several times. According to the sign on the door they are closed to the public because of the pandemic but are still inside working. Interesting. My dad applied for Utility Assistance, they couldnt help him right away but gave me numbers to local churches that did end up helping us. I guess it helps to know whats in your community. Whoever it was that answered the phone said that January 1 started a new year for them and they have to call people applying in the order that the applications come in. Since it was February 1, I would imagine that means there are people in front of my dad. When they told me they cover 5 counties. I was shocked it wasnt just Giddings/ Lee county, so I can understand that theyre probably super busy. Thank you for helping me get my dad taken care of and for getting us to a church to help while we wait for a call.

Clark Wilson I’ve been doing business with Plains Capital Bank for many years and have always been treated fairly and professionally. They have been there for me through many ups and downs over the years and I still have the same bankers that I met when I moved my business to Plains. I trust them !