Keywords: Financial makite financial solutions tx

Makite Financial Solutions - Allen (TX)

Address: 🏡 825 Watters Creek Blvd #250, Allen, TX 75013, USA
Phone : +1 (844) 625-4838
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ3xvvO4cXTIYRzeyxh_lrpTE
#Texas

Sun Loan Company - Edinburg

David Arevalo I had a great experience working with Lilly. She helped me through every step of the personal loan process and made everything so much easier to understand. She was really respectful, patient, and made sure I felt comfortable the entire time. I truly appreciate her support and professionalism—highly recommend her if you need loan assistance!
5 /5

Western Finance - Cleburne

Andy Markum They handled it well. Got me a loan and treated me well. Donna was sweet as can be and helped a bunch.
5 /5

Cedarwood Financial Partners - Financial Planner: Jeremy Self - Austin

Enrique H. I met with Jeremy and learned so much about what financial planning really means. He took the time to explain everything in a way that made sense and helped us feel more prepared for all of life’s ups and downs. Jeremy is thoughtful, easy to talk to, and really knows his stuff. We truly appreciate his help and would absolutely recommend him to anyone looking for guidance and peace of mind with their finances.
5 /5

Rose Sandra M CPA - Coleman

Robb Blair Great staff Sandra has ... very helpful with all my tax needs and questions. I recommend them to everyone
5 /5

Tax Force - Garland

Phong Minh To Yvonne was absolutely amazing! She went above and beyond to make sure everything was perfect. Her kindness, professionalism, and attention to detail truly stood out. The space was clean, welcoming, and exactly what I needed. I highly recommend Yvonne to anyone looking for exceptional service. Thank you again for making the experience so smooth and enjoyable!
5 /5

Edward Jones - Financial Advisor: Scott A Vedane, CFP® - McKinney

Brian I started working with Scott in my late 30s. I was self managing my portfolio, but it was time to get real and allow a Pro to take me to the next level. I didnt come in with a lot because I wanted to see what he could do. Scott handled my account as if it was a 1M dollar account although it wasnt anywhere close. He earned my trust so I moved 100% of all my investments into his care. We have worked together for over 5 years now and my portfolio is in excellent position to retire on-time and possibly early. Scott knows his stuff, and isnt scared to say I dont know, but Ill find out! I had some unique challenges which he solved. Id recommend this guy to any young guy ready to get serious, or an already diverse portfolio individual. He has a can-do attitude and he will take your portfolio far if you trust and listen to him as I do.
5 /5