Insight Financial Health - McAllen (TX)

Edward James I have not gotten the okay or not it keeps switching my phone to other websites

Yolanda Tyler My questions were answered thoroughly I didnt feel pressured or rushed i was informed of all of the options and given support and I felt valued and heard it was an absolutely easy experience that removed all the anxiety

Jesika Jones I cannot speak more highly of Sabrina Moore at Disciplined Investors! She goes out of her way to make sure you feel like your money is being taken care of. Sabrina takes all the worry out of investing and not only answers any concerns you may have, but often addresses your concerns before you even have them by sending out relevant market and investment updates. If youre looking to invest, look no further!

Nicole Griffin I hired Linda to file my LLC, handle bookkeeping, and file my taxes for my new business. Since March 2024, Ive paid her over $780, including $500 to file my LLC. Despite repeated weekly assurances, and me having to initiate ALL communication, after nine weeks, I discovered from the state secretary that my LLC was never even filed. Part of that $500 was also for obtaining an EIN number. Despite multiple attempts on my part to follow up, she assured me she would provide it “the next day”, but she never did. I ended up filing it myself, which only took seconds. I cant imagine how long the process would take if I relied on her for tax purposes. Now, Im disputing the charges with my bank. This company is dishonest and unreliable. Linda lacks professionalism, effective communication, and she has demonstrated dishonest actions. DO NOT USE LS Financial services!!

Kristen Liskey Love Amy and Wendy at Sage Investments! They are kind, knowledgeable and professional. They were responsive to my concerns and went above and beyond to help my family and me.