Lifetime Capital Planning Group LLC - Flower Mound (TX)

Brianda Paola Fantastic service and even better staff, I needed extra cash for the holidays and they were there to help me instantly! I also have seen my credit score go up significantly since I originally opened a loan with them. Thanks Irma for all of your help and all that you do!

Ian Lueckemeyer Absolutely fantastic. I was Fairly new to investments and retirement plaining but DCater Joseph and his team helped guid me thru the process step by step to get me on the right track with retirement and my business goals. Excellent service and great people. They are truly there to help you.

Latarrica Rose LaQuita is very knowledgeable about income taxes and she is also very patient. I absolutely loved the professional service that was provided to me because my taxes were in a disarray. But LaQuita not only educated me on how to get every penny back that I deserved, but she also kept me well informed throughout the process. The service was impeccable and I will definitely be a return customer. Thank you for all you do. You guys are superstars, and I will be a repeat customer for years to come.

Alyssa Melgoza This company is always so helpful and friendly! Definitely recommend going here!

Parker Bufkin Kathy,Chad,Beverly,Doug, and Kelly have always answered every question Ive ever had. Chad went above and beyond to make sure I stayed, they knocked down my rate to a more affordable rate for my budget, the agents truly care about their customers, if I could give his 10 stars I would, but unfortunately all Google gives me is 5, God bless yall and thanks for being a insurance company that treats their customers like family.

Kerry Cassuto I’ve been working with Sarah Marshall and Cristi Jo with Texans Wealth Management for over 15 years, and I can honestly say the experience has been exceptional. From the beginning, they have taken the time to truly understand my goals and have consistently provided sound, personalized financial advice. What I value most is their trustworthiness and clear communication — I always feel informed and confident about my financial decisions. Over the years, Sarah has guided me through retirement planning / investments / major life changes, always explaining options in a way that’s easy to understand. Beyond their expertise, they are approachable, responsive, and genuinely care about their clients’ long-term success. I feel fortunate to have such a dependable partner in managing my finances and would wholeheartedly recommend Sarah Marshall to anyone looking for a knowledgeable and reliable financial advisor.

Kyle Pedigo Great to work with and knowledgeable

Graciela Hamilton Maria was such a great help. Great customer service, Maria was very friendly I felt very welcomed I felt very comfortable talking the her. Will definitely send my friend and family to come in to Texan Credit for fast and speedy service