Heights Finance - Sherman (TX)

Cm C The staff is very helpful and friendly. Walked me through everything and showed me my options on payments to fit my needs best. Highly recommend if you are in need of some cash from something unexpected going on or just need some help taking care of what you got going on in life go see them and tell them I sent you!!

Welington Fernandes I only stayed on the call because my insurance covers it, but this was hands down the worst customer support experience I’ve ever had. The wait time to speak with someone is incredibly long, and when you finally get through, youre met with a rude and unhelpful agent who clearly has no interest in actually assisting you. They talk over you, don’t listen, and make the entire process even more frustrating. If youre thinking about calling them, prepare to be extremely patient, or better yet, avoid it if you can. Absolutely unacceptable service.

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.

Deward Timothy Ive had several financial advisors ove the years, most who tried to get me to make changes that would benifit them, not me. Then, a few years ago, I started working with Justin who was helping me with my wifes IRA. What a breath of fresh air. His advice is straight forward and to the point. Ive never felt he was looking out for himself rather than me. Ive since moved much of my investment money into his care. Good job Justin.