Merrill Lynch Wealth Management - Lufkin (TX)

Perry Zipoy Working with Chris Kilmer at Kilmer & Company has been a pleasure. I appreciate the professionalism, respect, and wisdom of the entire staff, and the financial guidance has been invaluable. After working with Chris, I feel much more confident in my financial future. To anyone who is thinking they could benefit from working with a retirement or financial planning counselor, I recommend giving Chris a call!

Janis Opiana Maria has exceptional customer service! Her kindness and understanding makes me feel comfortable asking for a loan during my financial struggles. She makes me feel like im asking a close family member for financial help. The company is very lucky to have her. If and when i have a financial need, questions or concerns i can always go to Maria at the 78th store location for help. I trust her.

Roy Wimer I canceled my business credit card and could not longer view my statements online. I came to the branch around 1 pm to get them printed off. Very friendly and quick service. Ms. Garcia (I believe) was very helpful.

Marissa Tylar at First National Bank in Bastrop? More like Tylar the stellar branch manager! They turned my banking blunder into a breeze with their can-do attitude and genuine helpfulness. Forget average, Tylars service is top-tier!

Brenda Bella Very helpful place i love it. Excelente customer service

Jessie Leonard My wife and I worked with Justin at Pax about our sign up for Medicare. He is amazing at what he does! He guided us right down the exact path for us. His knowledge of the system and how everything works together is phenomenal! He is a true pro at what he does. We highly recommend PAX and Justin! Thank you!

Daniel Wendelmeier The only bad thing I can say is that the connection on the phone kept dropping so they had to call me back several times. According to the sign on the door they are closed to the public because of the pandemic but are still inside working. Interesting. My dad applied for Utility Assistance, they couldnt help him right away but gave me numbers to local churches that did end up helping us. I guess it helps to know whats in your community. Whoever it was that answered the phone said that January 1 started a new year for them and they have to call people applying in the order that the applications come in. Since it was February 1, I would imagine that means there are people in front of my dad. When they told me they cover 5 counties. I was shocked it wasnt just Giddings/ Lee county, so I can understand that theyre probably super busy. Thank you for helping me get my dad taken care of and for getting us to a church to help while we wait for a call.