Fierce Financial Planning Services Inc - McKinney (TX)

Serena Jones Solely the only reason my credit doesn’t tank. I’ve been with these guys since high school 10 years ago. The only people I let touch my taxes and the best place to get a loan. Not only do they explain taxes and loans to step by step which I wasn’t taught in high school. they are the most friendliest and caring. My entire family uses them and we will stay with them until they go out of business or we pass. Definitely go visit the main guy Geral he knows how to get you in and out with a smile.

Shelly Hudson They are the best!!!

Joseph Alexander Symphony Wealth Group is the real deal. Their team combines deep financial expertise with genuine care for their clients. What impressed me most is their ability to take complex, high-stakes financial decisions and turn them into clear, confident, values-driven strategies. They don’t just manage money — they help you align your wealth with what matters most in your life. Whether youre navigating a liquidity event, thinking about long-term family legacy, or just trying to get clarity around your next move, the advisors at Symphony are thoughtful, strategic, and remarkably human.

Bob Crites Last 3 policys I bought into have gone 1 or more years over the maturity time. This means every 3 months Im having to pay to keep the policy alive. If this keeps up I will be losing money on 2 them in near future. Seems that they dont research the medical conditions very well. Life expectancy they give you is not thought out or researched very well.

Nancy Perez I so appreciate being able to use the mobile app to do my banking after hours. Joy was my virtual assistant and assisted me in approving a new bank account in order to submit an online deposit. Paulina also assisted me the other day letting me know where a certain transaction was coming from... This service makes my banking sooooo easy!! Keep up the great work!!!