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Gregory Colin Parsons - Financial Advisor, Ameriprise Financial Services, LLC - Kaufman (TX)

Address: 🏡 1900 S Washington St Ste C, Kaufman, TX 75142, USA
Phone : +1 (972) 932-1010
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJf3D-qR5JSYYRfhS1vzd3MxU
#Texas

Edward Jones - Financial Advisor: Michelle L Marshall, CFP®|CEPA®|AAMS®|CRPC™ - Georgetown

Tara Shumar I absolutely love Michelle and her office. Not only is she professional and knowledgeable about the market and our investments, she is also so friendly and personable that the entire process feels like a breeze to set up! Knowing her for years now, I trust her ability and judgements and I know she strives to provide what is best for our needs and goals. Her office even calls our family for a personal Birthday greeting every year.. the level of customer service is unheard of. Do not hesitate to schedule an appointment and find out for yourself! Last but not least Michelle is known for her philanthropy and loves to take advantage of opportunities to help others all around the world. I love when businesses and business owners make this a part of their goals!
5 /5

T.R.I. Planning - Taxes, Retirement, Insurance - Garland

Janna Timm Gigi is a wonderful person and have had great experiences Sinz began working with her. My money has continued to grow with compound interest. Is excellent at communicating and her financial advice program is extremely helpful! I have been with her for about five years. The benefit of having good people to handle taxes is just another plus! She has a great staff.
5 /5

Crossroads Financial Services - Austin

McKenzie Jones Matthew Meyers Jr was so helpful, kind and informative when I came to him after acquiring money from a lawsuit. I definitely recommend him to someone who wants a wholistic approach to money and someone to happily explains things!
5 /5

Merchant Club of America (Merchant Services) - Allen

DARREN WILCOX Customer service and follow-up are the two key words I find with this company that I have found with few others. When I had a question, I got it answered. They didnt keep me on the phone for hours. They took my info and CALLED ME BACK! WHO DOES THAT? Well...this company does.
5 /5

LKL Insurance - Bellville

Reese Turner Most helpful and friendly.
5 /5

First Command Financial Advisor - Cory McNair - Corpus Christi

Tabitha Rozsa I was excited to find out there was company geared toward helping military families achieve financial freedom. Working with Cory has been the best experience! I can guarantee she is willing to put in the work to make sure all your goals are met.
5 /5