Independent Financial Services - Cleburne (TX)

Enrique H. I met with Jeremy and learned so much about what financial planning really means. He took the time to explain everything in a way that made sense and helped us feel more prepared for all of life’s ups and downs. Jeremy is thoughtful, easy to talk to, and really knows his stuff. We truly appreciate his help and would absolutely recommend him to anyone looking for guidance and peace of mind with their finances.

Star Fish Great reception and service when going through the Drive Thru!!

Steve Coronado I have had a great experience here for many years. Jaime and the team are very knowledgeable and Jaime has many many years of experience with financial matters. They offer several products and unique products tailored to your needs. I have seen my financial portfolio grow bigger, stronger and steady over the years. I highly recommend this business!!

Joe Flores Live Oak Investors has been an outstanding partner in financial planning and investments. The team is knowledgeable, transparent, and always puts clients’ best interests first. They provide options clearly and provide personalized strategies that give me confidence in my financial future. Highly recommend for anyone seeking trustworthy wealth management!

Alyssa Shattuck we are traveling, and had some car issues. they were super friendly and very willing to help and go out of their way to accommodate people in need that we’re not locals. we ended up stuck at this location for 3 days while we tried to figure out a way to salvage our vehicle and we were unable to. they didn’t have an issue with us being there trying to figure out our situation. ALL the staff was doing what they could to help in any sort of way be it by helping us with food, letting us cool off in the store, trying to help with the vehicle even pushing the vehicle out of the main service area so we weren’t blocking the customers getting us water so we stayed hydrated as we’re not from texas so this heat was killing us. if i could give more than one 5 star review i would. 10/10 recommend this store to anyone

Yancy Yancy Very personal and friendly staff. Have multiple accounts with them. They are always looking to improve the customer service and banking experience.

Taisha Brooks I had the privilege of working with Joanne Janho today to open my first checking account. I went in nervous that I would get turned away by yet another bank but she listened and heard ME. I am thankful to her and her manager for allow me the oppression to get back into the banking world now that I am getting back on my feet! She is very knowledgeable, friendly and just awesome.

Kaitlyn Milstead I have been working with Justin for years and have had a wonderful experience! I own a small business and Justin has ensured my retirement and overall portfolio is successful. He is very attentive and communicative, as well as makes everything easy to understand. I highly recommend!