Greg Hanson - Financial Advisor, Ameriprise Financial Services, LLC - Lewisville (TX)

Ishia Collette Toledo is a great loan company for those who need a little cash. I had a loan currently with Toledo, and had an emergency where i needed funds asap . Jessica was the lady whom helped me out with no problems, was very kind, and really cared about my situation and wanted to help me. Their office closed in 30 minutes, and by the time i signed the documents, i couldnt reach her on the phone, and i would just wait until tomorrow. Before i could call her, she called me personally, and explained the miscommunication,( even tried to call me from her personal cell phone that day) and proceeded with my renewal of my loan. Funds were on my card within 10 minutes, I didnt even have to go in the office, which was great because i was at work myself. Dealing with loans, with any company for that matter, might not be able to help you at that time, I even called a few loan companies first before i was even approved for a loan with Toledo, give them a chance, and if your approved, pay on time, and just like me, you can get a renewal when you have an emergency, or was like me in between checks. The whole team at Toledo are wonderful but this is a special THANK YOU to Jessica for being there for me and helping me out when i really needed it!

Todd Marquardt Danny Dean cares about his clients financial well-being. He asked about the goals that I wanted to achieve, and he helps me follow through with what I want. Members of his staff and team have very impressive credentials, which helps to develop a very comprehensive financial plan. I trust him to do the right thing with my finances.

Kaitlyn Milstead I have been working with Justin for years and have had a wonderful experience! I own a small business and Justin has ensured my retirement and overall portfolio is successful. He is very attentive and communicative, as well as makes everything easy to understand. I highly recommend!

Raul villa I was referred to Wise Counsel’s services by a trusted friend, and it quickly became clear why. I worked with Trent Connor, one of their highly knowledgeable advisors, whose expertise and professionalism made the process straightforward and seamless from start to finish. I highly recommend their services.

Joe Deegan My wife & I have been with Capital Advisors for over 4 years & have been very happy. Their communication is great. I get updates all the time. I talk with them at least once a quarter, sometimes more. If I need money they get it to within a day or two. I used to do my own investing. I am getting older & wanted someone to help my wife if something happened to me. I am sure I found the right company.

Larry D Wells Smooth and quick

Brandi Bailey Rebecca is amazing, and very committed to her clients individual needs and goals. She goes above and beyond with presenting a variety of options to meet client needs, and works hard to give the very best outcomes for everyone that she works with. She is well-informed and so easy to talk with about finances and life goals. Shes truly the best!

erika salvidrez In and out service.very busy but their service is very fast