Merrill Lynch Financial Advisor Matthew Jacobson - Galveston (TX)

Daisy Tovar Came in to apply for a quick loan both Brenda y Daniela were super friendly. The process was super fast and easy. Definitely recommend if you are in need of a loan.

Brett Rich Jason, Tom and Alan were absolutely outstanding in dealing with an issue I had with my new Q810E. They handled it quick and professionally. Definitely will continue to do business here.

Zachary Clark Megan and Kimberly did an outstanding job providing all the necessary information to help me build my credit. They were both incredibly pleasant to work with and carried themselves with a high level of professionalism. From the moment I walked in, I felt welcomed and valued. They truly make you feel like your needs matter just as much as their own. Highly recommend!

Ashley Mandujano I had a great experience here. Mrs. Reyes was very helpful and kind. She made the whole process of getting a loan easy and informative.

Michael Hodge When I ran into an unexpected tax issue, my dad recommended Mr. Holdredge, as he has worked with him years back (and my grandfather had even been a client, unbeknownst to me). He was kind, straightforward, and efficient. The next year, he retired, and Steve Shaddox became my CPA for tax preparation. Steve and the rest of his team run a very professional, organized, yet approachable firm. They charge reasonable fees considering the depth of knowledge of business, accounting, and tax laws. I appreciate their work and would gladly recommend them if you are needing a CPA for tax preparation.

Jillian Waterbury This was part of an employer retirement plan. When I seperated from that company, it was extremely difficult to rollover my money to Fidelity. Voya treated me like a criminal when I asked for the verfication not to be sent to my old work address as I no longer had access to that email and they refused to verify me any other way ie with my SS#, address, DL # or any other data. It was extremely difficult to work with them.