Legacy Wealth Partners - Rockport (TX)

Christopher Arriola Carlos and his team have been outstanding since day 1. They have really help me with my business by getting me organized and structured. Thank you to the entire team at SWF!

Bob Miller I went here very recently and a young woman named Yenni helped. She was very respectful towards me and very patient considering I’m elderly and have less knowledge of what’s going on. She is a very passionate young lady .

Jules Ann As embarrassing as it felt, I needed a loan to help with an emergency. Visiting Security Finance, I was met by Maggie Perez. She was more than willing to help me, understanding of my situation and made me feel at ease while I was in her office. Maggie wasnt pushy with the loan, explained everything in detail and made sure I was comfortable with the payment plan. Shes the reason Ill be a returning customer! Highly recommend!

Dan Bomersbach I recently switched to Matt from another advisor at Ameriprise. I have seen much better performance and attentiveness to my account than previously. My account performance has been reflected to his dedication to my portfolio. I will recommend Matt to all of my friends.