Money Concepts Financial Planning Center - Kerrville (TX)

Jithin Jose Five-Star Experience with AgTrust Farm Credit and Jack! Securing a loan for my farm through AgTrust Farm Credit was one of the smoothest financial experiences I’ve ever had. From start to finish, Jack was exceptional—professional, knowledgeable, and genuinely committed to making the process seamless. He guided me through every step with clarity and patience, always making sure I felt supported and informed. What truly stood out was Jack’s presence at the closing. It’s rare to see that level of dedication, and it spoke volumes about his commitment to client service. The entire experience—from initial inquiry to final paperwork—was handled with care and efficiency. I couldn’t be more impressed. If youre looking for a lending partner who understands agriculture and treats you like more than just a number, I highly recommend AgTrust Farm Credit—and especially Jack. It was an awesome experience, and I’m grateful for the support they provided.

Sandy Mendoza I just want to Thank Kassandra! She did an outstanding Job with my Taxes. I absolutely love that she was honest and did everything the right way. Kassandra helped me for a year straight and answer all my questions and concerns. If you want someone who cares and listens Kassandra is who you need to talk to.

Bree I called them and asked them what was the qualifications for a loan. She told me and I got my paperwork together and went to the office. The process was quick and they were very friendly. What I really like is I can call in my payment so it didnt be late. The ladies were always friendly to me and my husband. They talked to us like they had known us for years. I would definitely apply there again.

Julie McDonough My husband and I have been working with Neil for over a year. We are very pleased with the establishment of a financial plan that fits our current needs and future growth. We have 24/7 access to our portfolio to see growth, projections, and so much more. In addition, Neil is very prompt with his responses to our questions and concerns. Neil’s approach to financial planning is straightforward and he is very attentive to details. He takes the time to know our personal details and engage in meaningful discussion. He provides many scenarios and works with us to make the decisions that are right for us. We enjoy the monthly status updates and timely articles relevant to financial planning and investing that we receive. In addition, Neil meets with us quarterly to discuss our portfolio and provide opportunities to make changes and update our plan. We highly recommend Neil and his firm, Krishna Wealth Planning.

Martin RodarteVEVO Vanessa Beltran Diaz was my agent and I refer her to all my friends and family. Shes a polite young professional that loves her profession. Thank you again Vanessa!