LPL Financial - (TX)

Rick S Since retiring in 2017, Lance and Esty have been very professional and enjoyable to do business with. Lance makes time to meet with us when needed and calls just to check if we have any questions/concerns as the markets fluctuate. Our investments and retirement goals are in good hands with Lance Cox.

Karen Smith An excellent experience. Amy was very knowledgeable, helpful, and nice. She made the entire process very easy!

Mike Buck My experience with the Jackson Hewitt, Bastrop, TX office relates to Teresa Lantgen. Teresa shows professional concern for quality of work as she performed her work with accuracy, thoroughness and effectiveness. She shows value in her work through her display of pleasant, cheerful disposition and relaxed attitude. She demonstrates an exceptional mastery of professional skills and pride in her work. I was impressed with her talents last year and even more impressed this year. She listened to questions and responded favorably and professionally to my questions.

Hope Gregory Ive banked here off and on since early 90s. They have always treated me fairly. Ive not had issues with them myself

danny Tomlinson Gary is excellent at what he does. He is able to provide advice and direct people in the direction best for their situation.

Christina Magri James is exactly what I had been looking for in a financial advisor and coach. He took the time to listen to my financial goals and anxieties, and then provided me with a comprehensive financial plan that I feel confident about. James has given me peace of mind by breaking down an overwhelming situation and making it feel manageable. He is empathetic and genuinely cares about helping his clients. James is highly qualified, responsive, and efficient. It has been an absolute blessing working with him and I would recommend him to anyone.

Maria G Amanda had helped me with an issue I was having purchasing a vehicle and the entire process she had been so understanding and helpful the entire way! I was very disappointed because of paperwork that needed to be redone twice due to vehicle loan issues and the entire time she was looking into my situation and helped make my experience less stressful. She’s a great employee and deserves to be recognized and appreciated for all her hard work!