Heritage Private Wealth - Midland (TX)

Kimberly Pollock *HIGHLY RECOMMEND* The Branch Manager at Flower Mound, Samantha O’Connor, has been a huge help to me since I started banking with her in 2019. She is consistently helping me with loans while also offering suggestions on CDs / accounts. She is very personable and has built great rapport with me and is always mentioning programs that are tailor made specifically for my family and I.

Naomi Davis Excellent experience, Johanna made my loan process a first class success! Her knowledge and expertise is very much appreciated. Thank you Johanna

Jerry Parsley Jeremy has proven to be an utterly trustworthy source of financial advice, concerning our retirement funds. His advice, and the resulting performance of those retirement fund accounts, are a great source confidence in our financial future. He takes his role as a fiduciary very seriously, and clings to very solid, stable and traditional financial values..

Jennifer Krueger I took the CFO Training Program in the fall of 2019. It provided a lot of useful information over a wide array of topics including budgeting, cash flow, increasing profitability and general best practices for anyone in a financial leadership position. I definitely recommend this program for anyone looking to gain an edge.

Walter Zeigler I recently had the pleasure of working with Marissa at Mariner Finance, and I can’t recommend her enough! From the moment I walked in, she made me feel welcomed and valued. Marissa took the time to understand my financial situation and guided me through the loan process with clarity and professionalism. Her expertise and commitment to helping me secure a loan that suited my needs were evident every step of the way. She was always available to answer my questions and provided me with all the information I needed to make informed decisions. Thanks to Marissa, I was able to secure the financing I needed with ease. If you’re looking for someone who truly cares about her clients and goes above and beyond, Marissa is the person to see at Mariner Finance! Thank you, Marissa, for your outstanding service.

Anna Withers Been with them for many years, tried another bank and came back.

Christopher Valdez Not as helpful as I thought they would be. Well actually I have not been helped at all? Update on review. I was upset due to being effected by Harvey. Running into what seem like road blocks on the road to recovery. In the end United Way of Brazoria county came thru in a big way. All I can say is thanks to them Im well on my way back to recovery. Im very appreciative of what they did for me. I want to thank all who were involved in helping me from United Way and everyone who contributed. Thank you.