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EECU Financial Center - Granbury (TX)

Address: 🏡 3804 East US Hwy 377, Granbury, TX 76049, USA
Phone : +1 (817) 248-0566
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ3Y1K9A8hToYRmrkXrRh40oQ
#Texas

Edward Jones - Financial Advisor: Michelle L Marshall, CFP®|CEPA®|AAMS®|CRPC™ - Georgetown

Tara Shumar I absolutely love Michelle and her office. Not only is she professional and knowledgeable about the market and our investments, she is also so friendly and personable that the entire process feels like a breeze to set up! Knowing her for years now, I trust her ability and judgements and I know she strives to provide what is best for our needs and goals. Her office even calls our family for a personal Birthday greeting every year.. the level of customer service is unheard of. Do not hesitate to schedule an appointment and find out for yourself! Last but not least Michelle is known for her philanthropy and loves to take advantage of opportunities to help others all around the world. I love when businesses and business owners make this a part of their goals!
5 /5

Edward Jones - Financial Advisor: Len Fischman, AAMS® - Georgetown

Ross Baker Len is an A+ Individual and a A+ financial advisor/planner. Always responsive to questions. Always fully prepared with the info & direction to fulfill your needs. Len will clearly lay out a roadmap of the financial journey you’re on and how to get there. You’ll not encounter many people who enjoy their job more than Len. Your success is his greatest joy.
5 /5

Fluent Financial - Dallas

Terry Stolte Mitch Kramer is very professional, responsive, extremely knowledgeable and I highly recommend him and Fluent Financial.
5 /5

Orchard Financial Group - Austin

Briana Rose Finances can be so overwhelming. When my wife and I got married, it was hard to figure out where to start to combine our finances. We had goals, little control/sight on finances, and a ton of questions on how to be strategic with our funds. Leah is so incredibly easy to talk to and lays everything out in an easy-to-digest manner. She figures out what is important to you/your family and approaches everything through that lens, while also giving her professional input on what we should consider and implement. Everything has smart reasoning, timeline, and she can make adjustments when life just happens. She is also good at "tough love". She will point out when something we are doing is impacting our own goals and ways we can fix it or other buckets we can pull from. When we feel truly discouraged, she is able to pull up data via the 5 year plan that shows we really are not in as bad as shape as we feel. 10/10 recommend!
5 /5
neighborhood credit union tx 75165

Neighborhood Credit Union - Waxahachie

KeMaje Jones I met with a young woman at the desk by the name of Gabby. She met all my needs, got me through the process of making a new checking account quickly and easily, and was beyond polite! Excellent service
5 /5