Lendmark Financial Services LLC - McAllen (TX)

bosman96 Very experienced and knowledgeable. If you need emissions they can help

Keith Saunders Original review was a 1 Star. REVISED 3-31-21 If you truly want an awesome banking experience, dont use BBVA Compass. They WILL let you down time and time again. This particular branch has a few key people who really want to help, but have their hands tied behind their back by their corporate comrades. I speak not only from experience from this branch, but from other branches in other cities. I have businesses located outside of my home town and I thought that BBVA would be beneficial to me in order to be able to access funds, make deposits in multiple cites, transfers, and loans. I have been disappointed for the last time and I urge you to be very weary of this bank. They appear friendly and some may truly care, but its only skin deep at the branch level. Customer service may be a word spoken within the branch, but I guarantee you that the people who are above the branch level dont care about you, your time, or your business. If I worked at a branch level and saw how my customer setting in front of me was being treated, I would have a hard time coming to work each day. UPDATE 3-31-2021 Shortly after writing the previous review, I was introduced to a business banker at the Granbury branch that truly does care. I have been working with her now for almost 5 years and she has never let me down. Im still not sold on BBVA, but I am 100% sold on Hazel. She is awesome. If you need a business banker, look no further. Thank you Hazel for all the help you have been to me over the past 5 years.

Kenneth Vazquez Tony at Juarez Financial & Tax is fantastic! He makes tax preparation and financial planning stress-free by explaining everything clearly and ensuring I’m informed about what I need to know now and how to prepare for future growth. His guidance helps me make the best decisions today while setting myself up for continued success tomorrow. His attention to detail, professionalism, and knowledge give me complete confidence that everything is done right. Tony is always patient with my questions, quick to respond, and proactive in finding the best solutions for my needs. He truly goes above and beyond, and it’s clear he genuinely cares about his clients’ financial well-being. If you’re looking for someone you can trust with your taxes and long-term financial planning, Tony at Juarez Financial & Tax is the one to call. Highly recommend!

jerry cook Steve Holloman was extremely knowledgeable and helpful. Definitely someone I can trust to guide me through any financing options on my agriculture business.

Albert Mantell THANKS. They helped more than I ever expected. I got my new ck account just the way I wanted.

John McCullough Texas Annuity Experts has been great with our retirement goals. Our advisor explained different options and recommended the perfect annuities for us. We highly recommended TAE. .

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.