Edward Jones Investments - Burnet (TX)

Kenny Ta First time using financial planning and tax office. All I have to say was amazing. Olu was amazing and very helpful. He went through with us line by line. We will definitely come back next year.

Randi Sanchez Caprock Credit Union is not just banking, its a place where the people are your friends. When they financed our house, the staff were happy for us. The C.E.O, Dale Hansard, had been working with us (by answering a billion questions regarding credit, etc) for quite a while until finally we were ready and we were able to be approved! We have been loyal to our credit union, but they are also loyal to us. Were known by them and they know our family. I

John Darville Julie has provided excellent attention to my investments for over 10 years. Even with the recent inflation created downturn my average return over the life of my investments is still a very respectable amount. Julie can be counted on to always respond promptly to any question, suggestion or concern I might have.

Barbara Birdwell I have worked with Fries Financial Services for close to 30 years. I am pleased with my portfolio, advisors and service. The best decision I ever made was to sit down and listen to them - then DO what they said. Highly recommend no matter what stage of life you are in - you wont be disappointed.

Susan Reeves Eric has always been up front and honest. He was there to navigate the ins & outs when I retired, when my dad died, when I had to assume control of my mother’s finances until she passed. I can unequivocally say that I never would have known about, much less invested in, opportunities for long term growth without Eric. There are those all over the web saying you can invest your savings yourself or that other investment firms have lower fees. But as always, you get what you pay for.

Joe P Moved my account from another firm. The service, conversation, advice and information i received in 1 day was more informative than 2 years were i came from. They are not trying to push any funds and my flexibility where I invest my money, is unlimited at Schwab