Insight Financial Health - McAllen (TX)

Zachary Briley Great customer service! I highly recommend them! They will take care of you

Justin Matt has demonstrated exceptional performance in a remarkably short period of time, surpassing the results of any advisor I have previously engaged. He has exceeded my expectations and earned my full confidence in the guidance he provides.

Judy Barber I would like to give a shout out to teller Morgan. I was in the Credit Union this afternoon. All of the tellers were busy helping customers. When it was my turn she asked if she could help me. I explained I needed help with my Home Banking app but I was frustrated because I had not been able to figure it out myself. She was so kind and patient as I explained the problem. She said “lots of customers need help”. It made me feel a whole lot better. She showed me step by step how to fix the problem. She was so patient as I tried to get my 80 year old fingers to push the correct buttons on my phone. We got the problem solved and I was on my way. Morgan’s skill and helpfulness is a perfect example of excellent customer service. SWECU is fortunate to have Morgan represent them. Judy Barber 08-04-2025

Rachel Cazalas 5 Stars – Great Service! Security Finance in Liberty, Texas has some wonderful ladies working hard To provide excellent service . They were friendly, helpful, and really make you feel welcome. They take the time to explain everything and treat you with respect. I definitely recommend them!

Felicia Aquinto Tony has helped me with two home loans. He is very efficient and takes the time to explain everything to help us get through the process! You can tell he loved his clients. We are so thankful for him

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.