Lillard Financial and Insurance Services - Waco (TX)

Rufus Hernandez Enjoyed our experience and look forward to many more visits.

Sabrena St Clergy i’m from out of town and I had to open up an account here at this local date for a loan on a home. I was a little apprehensive because it is a small town bank and they do things differently. But I have to say that they really have gone above and beyond to help me get things done when I’m used to doing things a certain way they’ve helped me get things done. The phone customer service just when I call sometimes is not always great on the customer service part but when I call specifically to ask for certain people, it’s fantasticEthel and Kathy and Caroline and Grace. They’re all super amazing women they’ve all just gone above and beyond they’ve all done a great job and they have made me think differently about the small town bank.

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!

Robert Bailey Gustavo was extremely helpful, courteous and informative with this refinancing process. His professionalism and attention to detail has made me a satisfied customer. I have faith that any future dealings with regional finance utilizing Gustavo as a conduit will be pleasant and satisfying!

Jared Burroughs George and his daughters do an excellent job with managing portfolios. Their service is second to none. They are always ready, willing and able to help. I have had accounts with George Wolfe for well over 10 years.

Jacki Byrd Morgan is extremely intelligent and helpful. And they love dogs!

Samuel U. Genuinely cares about your needs and the expertise is top notch. She also does a great job reassuring you about your investment goals and decisions. Amazing!

Roy Wimer I canceled my business credit card and could not longer view my statements online. I came to the branch around 1 pm to get them printed off. Very friendly and quick service. Ms. Garcia (I believe) was very helpful.