Kindred Financial Services - Marble Falls (TX)

Mark Stanley Amazing people. When Obama care kicked off, one of the partners, Matt, stopped by our factory every 3-6 months to tell me what has changed. I had commercial insurance through a different company. After about the 3rd time I switched it all over to Daines. On every renewal they shop and compare then present it to me. So easy and great people there.

Matthew Rehkemper I have been with this thing since I was 9 years old love the Bank so much I will still do business with them when Im 100

Librado Sowell Benjamin is a great financial advisor who is exceptionally well-qualified and brings a rare combination of expertise, integrity, and strategic insight to every client relationship. With a strong academic background in finance and years of hands-on experience navigating complex markets, they have a proven track record of helping clients grow and protect their wealth. Whether it’s retirement planning, investment management, or tax-efficient strategies, they approach each financial situation with precision and care. Their ability to simplify complex financial concepts and tailor solutions to individual goals makes them a trusted partner for anyone looking to secure their financial future. Simply put, they are equipped to handle anyone’s money with confidence and skill.

Victoria Moore I am so happy to have met with Todd and the Grady group family! This is a family business that goes above and beyond for their clients. Call Taylor if you need anything, she is so helpful!

F L Update : Erica, Cami, and I forgot the next young lady’s name, but they were so patient and helpful to me and ultimately got the issue resolved. I will be staying with this week just really due to how they stayed after hours to really help me get the money I needed. They were really kind and understood that I was just frustrated. I really needed some help so I’m changing my rating to five stars. I will leave the information below just to help others with expectations of new customer accounts. Very disappointed so far. Direct deposit is taking a long time to accept so I’m having to be sent paper checks for my job. Even with depositing the checks at the ATM they’re still being rejected and I still don’t have access to my money. Going on four weeks now I don’t know about you guys, but I can’t afford to go for weeks with no pay. I think it even should be a good manner to at least give me the checks back so I can cash them somewhere else. I can’t even feed my child at this point and they just keep telling me sometime today then that goes and it’s a new day. It truly sucks because I had a prepaid card for probably seven years and never had an issue. Finally decided to switch to a local credit union and this is what happens.

Jeff Lester Steve Martinez is a great financial advisor and has many money invested in some very productive investments.

Krystal Carter I had a wonderful experience with Lendmark.Cassandra was not only helpful and professional, but a pleasure throughout the process. The entire staff has been informative and kind and assisted when needed as well. I highly recommend.

Julie McDonough My husband and I have been working with Neil for over a year. We are very pleased with the establishment of a financial plan that fits our current needs and future growth. We have 24/7 access to our portfolio to see growth, projections, and so much more. In addition, Neil is very prompt with his responses to our questions and concerns. Neil’s approach to financial planning is straightforward and he is very attentive to details. He takes the time to know our personal details and engage in meaningful discussion. He provides many scenarios and works with us to make the decisions that are right for us. We enjoy the monthly status updates and timely articles relevant to financial planning and investing that we receive. In addition, Neil meets with us quarterly to discuss our portfolio and provide opportunities to make changes and update our plan. We highly recommend Neil and his firm, Krishna Wealth Planning.