Logsdon Wilson Wealth Advisors - Allen (TX)

Francisco Urbina I am extremely happy with the staff at Perez Financial they are very helpful. They guide us through everything. Thank you from the bottom of my heart .

Cristy Lopez POOR POOR CUSTOMER SERVICE!!! Our POST MASTER SARAH EKEREN is by far one of the rudest people that I have dealt with!! I called to inform her that my parents are Grandfathered in and that they do not have to place a mailbox on the side of the street. (I have spoken to the mail carrier in the red jeep and he also confirmed that my parents do NOT HAVE TO MAKE THIS CHANGE they are grandfathered in) If you have been at a resident for over 10yrs you are grandfathered in. She stated she had already talked to someone regarding this issue. Then I informed her ,he didn’t know we are grandfathered in. Then she was asking if I had legal paperwork stating if I had power of attorney over my parents to be able to make this mailbox decision on their behalf. She then hangs up on me as I was speaking!!!

Joe Martinez Very friendly place and the experience was great thanks for the help in time m need

Amanda Rich I sure do miss helping you with your scheduling and for your events! You are the best with your clients! Always have everyone’s best interests at heart and genuinely care about their financial retirement and future! Hope you’re well friend! I remember one time I ordered a BUNCH of breakfast tacos for you from Taco Cabana for an event. You always treat your clients and prospective clients so amazing!

Lori Wendel Courtney made everything so easy getting a new policy. It was fast, seamless, she communicated everything wonderfully, and she made sure I was getting the best deal for what I needed. I would highly recommend her for any of your insurance needs! She clearly makes sure her customers are well taken care of. I will definitely be going through her for all of my insurance needs.

Eric Standlee Great team. Loved the energy.

Steve Lopez Darrick Mcgill did a terrfic professional job handling my insurance needs and services at Primeria.Thank you Darrick,

David Clay Misunderstanding

Lindsey Campbell We have had such a great experience with Strategic Insights - James has been so kind and patient, answering all of our questions thoughtfully so we know exactly where our money is going. He takes the time to understand our current and future goals so every action we take puts us closer to achieving them. Everyone we’ve interacted with has been kind and helpful. Highly recommend!