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Greg Leisey - RBC Wealth Management Financial Advisor - Frisco (TX)

Address: 🏡 1 Cowboys Way Suite 450, Frisco, TX 75034, USA
Phone : +1 (972) 612-2923
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJWwEeeT89TIYRxlSGnKKtda8
#Texas

First United Bank - Bonham - Bonham

Melanie Palmer Hayden was wonderful and took great care of me and my mother while we were there. He was very attentive and every employee we came in contact with had a pleasant attitude and seemed eager to help
5 /5

Ruchi Gupta CPA LLC - Flower Mound

Durriya Ruchi is truly outstanding—diligent, knowledgeable, and always available when we need guidance. Her attention to detail and proactive approach have been invaluable in keeping our finances in order. Whether it’s tax planning, financial advice, or last-minute questions, she goes above and beyond to ensure everything runs smoothly. We highly recommend her services to anyone looking for a reliable and highly skilled professional!
5 /5

Impact! Partners Financial - Houston

The Galloway School Many, many thanks to everyone at Impact! Partners Financial for their incredible generosity of time and financial support. The Impact! team understands the financial details that can help each of us experience increased financial success. THANK YOU for your support of The Galloway School and the community. Each of you deserve your own five-star review for all you continue to bring to the table.
5 /5

Traci Despain: Primerica - Financial Services - Alice

Matthew Hefti Traci Rannefeld was a huge help to me. She answered all my questions, was smooth, fast, worked hard to make everything convenient for me, and was all-around a great person to meet and work with to take care of important life and financial issues. She was kind and patient. I recommend her as a person to help anyone looking to take care of their insurance and financial planning needs.
5 /5

American National Insurance Company - District Office - Paris

Lakenya Ross Mom been with them since I was 5or6 years old. When I got grown I started using them as well.We like the Agents there nice and are very helpful.
5 /5

Strategic Capital - Wealth Management Austin - Austin

Andi Donner My husband and I have been working with Chris Hernandez since 2013 and we cannot say enough about how much we appreciate him. He helped us turn a challenging and difficult mess into a robust plan that has worked beyond our expectations. Chris didn’t just give us good advice or a quick fix, he gave us lasting solutions that continue to meet our needs as we age and our lives change. He supported us as we cared for an aging parent, providing solutions that met our ever changing needs. Because we had Chris to guide us, we were able to care for our loved one the way we wanted to without worrying the money would run out. (I cannot begin to imagine how hard our journey would have been if we had stayed with our previous financial advisor.) We can never thank Chris enough for how much genuine help he has brought to our family and we cherish the relationship we have built with him over years of being his client.
5 /5

Warrior Financial Services - The Colony

Chelsie Roye I have been using Jean for my taxes for about 12 years now and she always does an AMAZING job! She is very thorough and makes sure that I am always taken care of. After this amount of time together she is now like family to us and have high trust in her ability when it comes to our taxes. I highly recommend Warrior Financial and you can’t go wrong with any of these great women!
5 /5