Insight Wealth Partners, LLC - Plano (TX)

Diamond Martin Very helpful organization. I had the opportunity of working with Kristen who was on point & had resources from angles I had not thought of. I appreciate her time & commitment to helping me today !

David Gonzales Catherine is on point will courteous and helpful. Has a great attitude and seems like she likes to work around people. She’s my favorite person to see when I go to cash a check

Dawn Burwell We were so fortunate to have gone to the information session that was given by Nick from Brindle and Bay. It gave my husband and I some good information about retirement planning we hadn’t thought of. It was even more insightful when we booked an appointment with Tory to come into the office and help us with our personal questions. She was so knowledgeable and had given us some great advice so we decided they were going to be our financial advisors. Connie was my first point of contact for information gathering and she did almost everything for me! Transferring of my 401k was nerve racking but with Connie’s help I didnt have an issue as she was on the phone with me helping with questions. All along the way, Brindle and Bay has such an amazing staff who is there to support and provide the financial expertise my husband I are lacking. Now we have peace of mind with our finances.

daniela gonzalez Excellent Financial Advisor! Super friendly and able to answer all my questions. I felt very comfortable, excellent service ⭐️⭐️⭐️⭐️⭐️

Hannah Willis Members Trust is great! I just set up a new account at this Bank and was afraid I’d have trouble but Big shoutout to Erica H for making the process so smooth. I was in and out within 45 minutes! She also answered all the questions I had and is very knowledgeable. Do your banking here!

Christi Stroup United Way of Galveston has an amazing heart for the community! I am glad to support their efforts helping those in need in Galveston!

Mike Alonzo This company is the best out there! They got me funding for my business very quickly, and their customer service was just fantastic! If youre a business owner in need of funding or just simply need to build business credit. Imperial Hope is the business to go too!