Mortgage Financial Services - Southlake (TX)

Ben Epling Intentional Living is an amazing company and Jim is the best. I highly recommend them. Jim is willing to help with every corner of your financial plan to ensure that you are aligned on your goals and can execute a plan to reach those goals

Jennifer White Randy is truly a caring person who works hard to get your financial future in order. He is always going above and beyond to get to know his clients and educate us! He has lots of available resources and information-from monthly online market updates to his financial information book to pickleball and movie get togethers!!!! His team is super kind and helpful! I cannot recommend him enough and trust him with my retirement investments! Jennifer White

Alyssa Shattuck we are traveling, and had some car issues. they were super friendly and very willing to help and go out of their way to accommodate people in need that we’re not locals. we ended up stuck at this location for 3 days while we tried to figure out a way to salvage our vehicle and we were unable to. they didn’t have an issue with us being there trying to figure out our situation. ALL the staff was doing what they could to help in any sort of way be it by helping us with food, letting us cool off in the store, trying to help with the vehicle even pushing the vehicle out of the main service area so we weren’t blocking the customers getting us water so we stayed hydrated as we’re not from texas so this heat was killing us. if i could give more than one 5 star review i would. 10/10 recommend this store to anyone

Nicholas Blaschke Mathew is an amazing financial coach! He consistently brought a positive outlook to bleak situations throughout our monthly meetings with him. Mathew helped us navigate settlements and credit card debt in amounts that we didnt think were possible. Weve grown confident in our own abilities to set a budget and stick to it so that we can make it to becoming debt free. We cant recommend Mathew enough!

Lisa Sinn We’ve trusted Rick Reyes with our finances and retirement for many many years, and he has exceeded our expectations time and again. From day one, he took the time to truly understand our goals, our priorities, and even how we approach decisions. He explains complex topics in a way that’s easy to understand, answers every question with patience, and always ensures we feel informed and confident before moving forward. What we value most is his steady, level-headed guidance..... especially when my husband gets excited about “high-risk, get rich quick” ideas. Rick has a gift for walking us through the pros and cons, keeping us focused on the bigger picture, and ultimately protecting us from impulsive decisions we might regret. His integrity, transparency, and dedication are unmatched. In a world where trust is everything, we can say without hesitation that we trust him 100%. If you’re looking for a financial advisor who blends expertise, honesty, and genuine care for your future, Rick is the one we’d recommend every time.

Mark Pollock Great folks! Always something to look at. Have a good selection of guns and ammo on hand, and prices are the lowest around.

Janelle Eastham My own experience of this place is that it is completely fraudulent. The address is non existent. I highly recommend that you grab you money and dial (877 FTC -HELP) or go to FTC Complaint Assistant.

Dana Malaer In all my years of banking with First Commercial, they have always been great! I appreciate the friendly staff! And I love the loan department when I needed some new floors In my house they were really patient and easy to work with amazing people and a great experience. Thank you so much for everything Love this Bank