Mefford Wealth Management - McKinney (TX)

Patrick LeBlanc Pleasant staff, easy to work with.

David Stuart I have used this place for 40 years. Good service, good people. Ive bought cars thru them, still have my checking accounts there.

Incognito Miller 2. Thats it. These people have made my life a living helll and have pushed me so close to the brink of bankruptcy. The only reason for the second star is because their nice on the phone.

Karen Leonhart Tracy and Cindy were absolutely life savers this morning!! We are in from out of town and experienced some issues causing us to be unable to leave on time and miss an important appointment. They stopped what they were doing, took time with me on the phone, printed documents, provided additional notary services and were so incredibly kind while doing so. None of this was in their job duties and they absolutely went above and beyond with the customer service. We are very grateful.

Liza Carrillo Shana is extremely knowledgeable and professional. She answered all our questions and was very patient with us and even stayed past closing time to ensure our coverage needs were met. Highly recommend!!!

Fiona Asikas Excellent customer service from Cassie she handled very thing very professional and alway contacted any time of the day thank you again for everything