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Merrill Lynch Wealth Management - Wichita Falls (TX)

Address: 🏡 4245 Kemp Blvd Suite 1000, Wichita Falls, TX 76308, USA
Phone : +1 (940) 696-0777
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJCRORmU4erYcRMlB5VuSAfQE
#Texas
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OneMain Financial - Conroe

Elizabeth Klammer Kori Ludahl was AMAZING. We needed a loan quickly, and she worked to get us funded in our timeframe, even calling me to make sure I wasnt having trouble signing the online documents. Customer service at its finest!! Thank you, Kori!
5 /5
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Edward Jones - Financial Advisor: Matthew Milhollon - Wichita Falls

Payton Fisher Helped me go over my financial planning in great detail, which really helped me solidify my retirement planning and different investments I’m pursuing. At the same time helped optimize my investment strategy in which I have seen a substantial increase in my gains. I highly recommend.
5 /5

Optima Financial Group - Plano

Lori Wendel Courtney made everything so easy getting a new policy. It was fast, seamless, she communicated everything wonderfully, and she made sure I was getting the best deal for what I needed. I would highly recommend her for any of your insurance needs! She clearly makes sure her customers are well taken care of. I will definitely be going through her for all of my insurance needs.
5 /5

Security Finance - Stafford

Rhiannon Le’ What can I say about these two ladies that went above and beyond for me!!?? They are fantastic Trina and Kina are so accommodating and kind! Smiles on their faces and they did everything they could for me I will definitely be recommending them to everyone!!! ♥️
5 /5

Crystal Kieschnick, CPA - Seymour

J Foster She is a nasty rude person Ive used her tree times n it got worse n worse every time n she say one thing n then says another the when I pick up ur tax papers they say another thing
1 /5

Oakwell Private Wealth Management - New Braunfels

Margaret Casey Touchstone McDonald and his Oakwell team welcomed our family to theirs a little over a year ago. After careful evaluation of available and suitable financial advisors and wealth managers, Margaret and I observed the Oakwell team to be thorough, prepared, aware, available, effective, careful and professional in their observance of our financial situation and needs for the future. We made our decision to trust Touchstone and Oakwell based primarily on the integrity of their people, process and related systems. To that end, we remain grateful for the relationship, and we say "thank you" to Touchstone and the entire Oakwell team.
5 /5