Wes Larimore We highly recommend Cody. We have used Cody at Steadfast Wealth Planning for many years. We have found Cody to be very professional; he takes the time to educate and explain to us why he is making the recommendations that he is. If were not able to meet in person, setting up a zoom is always an option. He is approachable, educated, has integrity and just an all-around nice guy.
Kay Holt We have done business with Finley & Neal for many years. Everyone in their firm is extremely knowledgeable and easy to work with. We also enjoy many interesting and helpful articles they e-mail throughout the year. We would not hesitate to recommend this firm to our friends.
Kay and Bobby Holt
Paula Soto I had such a great experience working with Andrea Davila. She is very professional, patient, and went above and beyond to answer all of my questions. I truly felt listened to and valued as a customer. Their knowledge and willingness to help made the whole process smooth and stress-free.
Clint Caldwell Joseph has been my financial advisor for 10+ years. He has always gone beyond for me and has shown return over anticipated growth. Since starting with Edward Jones in 2007 I have seen many ups and downs in the market. Joseph has walked me through these and really educated me. My money has been able to work harder and I have peace of mind for my retirement and my family.
Joseph is a pillar of the community. He has been recognized as a person of the year and over all has fantastic character. I trust Joseph and I highly recommend his service.
