Juan A. Garcia Wealth Management and Financial Advisor - McAllen (TX)

Dorothy Lindsey They are very knowledgeable about all the tax credits. I would not go anywhere else

Louella LeBlanc Shawn is extremely knowledgeable and trustworthy. Kerri his assistant is amazing. Both take amazing care of thier clients.

Garland I have been a client of Dan Dillards even before he started NEST Financial. What originally drew me to him for financial advice was his emphasis on educating people and potential clients. He brought in various speakers to his public sessions and helped people get the facts. And even after forming NEST Financial, he still excels at helping people become educated on financial issues. He now holds video conferences to communicate with his clients or other people on a regular basis. The NEST Team (Dan, Gloria and Sean) work together very well and each person brings a set of skills the mesh together for the client. I have had the pleasure of talking and working with each of them at various times. I like the fact that they keep on the forefront of what is going on in the investment and financial world. When I first came to Dan, he helped me invest old 401Ks (that were consistently losing money) into worthwhile financial investments that turned my situation around. He has helped me with insurance and diversifying my investments... including investments outside the stock market. I have learned a tremendous amount from Dan over the years. And with the current team at NEST with Dan, Gloria and Sean and the work they have done to become associated with Folio, it seems like they are headed for even bigger and better things in the future. I have nothing but compliments for the NEST team... they listen to their clients... they are responsive to their clients for getting things done, never pushy and I feel like they give me advice based on what they truly think is in my best interest.

Gigi Marshall Brookshire Brothers is a great location for a Coinstar machine.

Oliver Delgado Working with Mark is always a pleasure. His understanding of financial products and strategies to build long term wealth has been incredibly helpful for my family and my business.

Dennis Mikhail Had my taxes done here a couple years ago, and then got audited 2 years later because they filed our taxes improperly. Being tax experts I would expect them to let us know hey this is not the way to do this or actually doing it the right way and then on top of that charging us $300 which was a discounted price to file our taxes with no audit protection according to them even though I remember them telling us that there was audit protection. Now my spouse and I owe $14,000 to the IRS and theyre of course not liable for anything like any other crooked business that doesnt want to do what they get paid to do. I understand if we have a debt we have a debt that is our responsibility but the reason to go to a tax expert is to make sure this type of thing doesnt happen. Otherwise we would have just done this ourselves or went to h&r block which would have charged a quarter of that price and had audit protection. I would stay away from these people if you want to make sure you dont have any legal repercussions with the IRS.

Monique C Enih I’ve had a very long stay at The Marriott due to repairs that needed to be made on my home after unexpected water damage occurred and everyone here at the hotel has been so friendly and hospitable. With the few accommodations that I needed, everyone at the front desk was happy to jump to their feet and help me within minutes. Breakfast and the servers have also been phenomenal. My home repairs are almost complete so I’ll be going home soon, but I really appreciate the stay and atmosphere here at The Houston Marriott Sugar Land.

psemar Great organization to work with for all your land needs.