MG Wealth Strategies, Mario Gutierrez Financial Advisor - McAllen (TX)

Malcolm Marshall Ive been working with Adam at Finney Insurance Agency for several years to insure rental properties. He has been a great partner to us. He makes each renewal simple and fast, which gives us more time to focus on our business.

luke dowell Be very careful when considering having them manage you money. Throughout the process they have made several mistakes that are based on error and oversight. 3 times they moved money and did not put it in an investment, like they were supposed to. They are very argumentative when trying to access or use your money. When trying to access your capitol the will never send the requested amount. Even after identifying these mistakes there is no accountability for them to fix them. We have been trying to leave them and they will make it very difficult for you to take your money elsewhere. The accounts mentioned are not restricted in anyway or linked to retirement accounts either, just normal investment accounts. Please be very advised this is not the right place to invest any money.

Tangie Burnett Top-notch Refreshingly, genuine customer service. Very professional knowledgeable , and very courteous Im Mostly impressed with variety of loan services and they’re easy to use website and there is never a long wait time you will always be greeted with a warm welcome, and a big smile The facility is always very nice and clean.

Kristy Gilbert I spoke with Amy about getting a loan to purchase land. She was incredibly knowledgeable and answered all my questions thoroughly. Although the seller didn’t accept my offer, I’ll definitely be working with Amy when I find the right property. She made a great impression!

Ur Mom Our experience was awesome. Monica helped us out when the banks wouldn’t help us. Her demeanor and attitude was very welcoming and kind. The trainer Melina was also very attentive and such a great guide for Monica to help us. We are extremely grateful and glad to have the best experience with them.