Excel Finance - Temple (TX)

Yahoo Having spent the better part of the last 3 year with Bob, I can tell you that he is a genuine person and has your best interests in mind. It takes someone who is knowledgeable, has a passion for finances, and thinks outside of the box to achieve tangible financial success. He has done that for me. I consider him a friend who truly values my time, family, and accomplishments - in both business as well as personal endeavors.

Crystal Streety I went to open an account and I had a excellent experience with Vanessa and the Tellers that assisted me. I had no interaction with the Managers. The security guard was very nice. However, I did not like that she stopped me outside to explain to me why they keep the doors lock. If you do not want me to let myself out to avoid people just walking in, then be at your post.

John Sterling Cammi Twiner at First State Bank did a stellar job helping us with a challenging mortgage process. Her knowledge and expertise guided us to getting a positive resolution for all parties. I would highly recommend her for anyone seeking a new mortgage loan.

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.