Grantham Cory & Heare PC - Pampa (TX)

Martin Towey We had another advisor for over 10 years suddenly up and quit on us. The firm he was with never even told us, and were unapologetic, when we finally found out from a missed meeting that no one was servicing our accounts in the meantime. We interviewed multiple firms and were surprised how many bad firms there are out there. Unprofessional, uncaring, and frankly uninformed, all they wanted to do was talk about themselves. After speaking with Edelman Financial Engines we were optimistic and ended up with Mr. Chase G. and he/they have been nothing short of excellent since. Despite a couple of stumbling blocks with the transferring of funds between old and new Chase has been professional, knowledgeable, understanding, and apologetic. He quickly took the reins and has since taken over both mine, and my mothers, financial planning with the personal attention youd give to your own. Very inquisitive and mindful he has taken the time to truly ingest our needs and then find the tools to address them. Fantastic personal touch I feel more like Im his brother than a client, I cant recommend Chase G. enough.

Tamandra Elliott I always dread going to places like this because the people are usually rude and theres usually a super long wait. The people here at the Seguin location were extremely sweet and helpful! The wait was supposed to be an hour but it was only about 30 minutes which was far better than trying to get anything handled over the phone. I suggest just going in and waiting if you need to...they take great care of you.

James Wang This company is a fraud. They signed me up for auto-renewal without my permission and gave away my credit card information to Swyfft for an auto draft. When I found out and called, this lady was rude and hang up on me right away. Stay away from this agency company. When your insurance is due to renew, they would never make an effort to contact you, no emails, no calls and no messages. Your insurance ends up either lapsing or auto-renewed with more than double the market rate. Swyfft made an auto draft of $4447 for my homeowners insurance. I called Allstate and secured a rate of less than $2000.

Sherrie Holbert I have banked with Liberty National Bank for years… It feels like home! And they treat you like family!!

Brett Conrad Had a great experience working with Faiza. We had a first time (for her with our fund) audit completed for an investment fund and she was able to dig in and figure it all out. Its important to plan a schedule and proactively get her information as its always busy during tax season.

Toni Farrell Don and his team provided my family excellent service for many years. They promptly returned phone calls and emails. They explained all our insurance choices and ensured we were satisfied with our decision. I recommend the agency for providing insurance needs.

Jennifer White Randy is truly a caring person who works hard to get your financial future in order. He is always going above and beyond to get to know his clients and educate us! He has lots of available resources and information-from monthly online market updates to his financial information book to pickleball and movie get togethers!!!! His team is super kind and helpful! I cannot recommend him enough and trust him with my retirement investments! Jennifer White