Moneta Financial Group, LLC - Edinburg (TX)

Ross Baker Len is an A+ Individual and a A+ financial advisor/planner. Always responsive to questions. Always fully prepared with the info & direction to fulfill your needs. Len will clearly lay out a roadmap of the financial journey you’re on and how to get there. You’ll not encounter many people who enjoy their job more than Len. Your success is his greatest joy.

Keith Saunders Original review was a 1 Star. REVISED 3-31-21 If you truly want an awesome banking experience, dont use BBVA Compass. They WILL let you down time and time again. This particular branch has a few key people who really want to help, but have their hands tied behind their back by their corporate comrades. I speak not only from experience from this branch, but from other branches in other cities. I have businesses located outside of my home town and I thought that BBVA would be beneficial to me in order to be able to access funds, make deposits in multiple cites, transfers, and loans. I have been disappointed for the last time and I urge you to be very weary of this bank. They appear friendly and some may truly care, but its only skin deep at the branch level. Customer service may be a word spoken within the branch, but I guarantee you that the people who are above the branch level dont care about you, your time, or your business. If I worked at a branch level and saw how my customer setting in front of me was being treated, I would have a hard time coming to work each day. UPDATE 3-31-2021 Shortly after writing the previous review, I was introduced to a business banker at the Granbury branch that truly does care. I have been working with her now for almost 5 years and she has never let me down. Im still not sold on BBVA, but I am 100% sold on Hazel. She is awesome. If you need a business banker, look no further. Thank you Hazel for all the help you have been to me over the past 5 years.

Antonio Flores I was greeted when I walked in and I was asked if I needed assistance. I was also told if I needed help during my transaction to just ask. I was greeted on the way out as well. Friendly and helpful staff.

Shelby Saul We recently met with Connor Copley, and what stood out the most was his dedication and integrity. He took time to work outside regular hours with us. He remained professional, courteous, and thorough throughout. We never felt rushed; instead, we felt heard, supported, and confident in our decision. We couldn’t be more appreciative of his outstanding service and personal commitment—and strongly recommend him to anyone seeking knowledgeable, financial guidance.

Ericka Buckreis This is a great community resource that is needed especially in this challenging time. They also have extremely good desserts with their meals.

Mitzi Logan Have used this CPA firm over 5 years. Excellent service, professional and thorough. Highly recommend.