Pascual Marquez I have known Grant for 24 years.When I met him in his office to discuss my future investment after retirement he treated me as if I was a multimillionaire, instead of a UT staff retiree. My simple investment has quadrupled in that time. I highly recommend him as an investment advisor.
Tracey Meinzer Filbeck Vance and his team are proactive in their wealth management services and easily accessible for unexpected financial questions. It is reassuring to know that YDF is a phone call away to serve my familys needs.
Thomas Grover They have always been very flexible, reliable and dependable. To name a couple of people, Elissa in the Silsbee office has always been cheerful and a great person to deal with. Barry from the Orange office is always good to hear on the other end of a call. One of these days Ill actually find out what he looks like. And of course theres Trey Monroe doing good business, often behind the scenes. All of them have your back! Thanks!!
Babybrowns 1979 Love Sunflower Bank. They are always so helpful and go the extra mile to figure out anything and everything about your account. Love the vibe and atmosphere.
BeTina Edwards Tanisha is very knowledgeable and takes a personable approach to help achieve financial goals. I would highly recommend her to everyone who is looking for financial freedom.
Ken Caudle Excellent advice. Andrew was very helpful in everything. He was quick to call us back when scheduling a meeting date. He took time to explain everything concerning finances and answered all our questions. On our follow up meeting, Andrew had everything prepared in an excellent presentation. We highly recommend Andrew to anyone looking for financial advice. Thank you Andrew.
