NewEdge Advisors - Toccoa Branch - Beaumont (TX)

Emily Asminda Almazan John took the time to understand my goals, explained everything clearly, and helped me create a plan I actually feel confident about. I never felt rushed or talked down to — just supported and informed. Whether you’re just starting to build wealth or refining a long-term strategy, John is the kind of professional who listens, educates, and empowers. Highly recommend him to anyone looking for honest, knowledgeable financial guidance.

Donna Gatlin Personable, knowledgeable and Im looking forward to my problem being solved.

Susan Crews Twice since the death of my husband and me taking over our joint accounts this institution has been unprofessional and impossible to work with. The first incident was trying to transfer money out of our account to another bank because I had found a savings account paying 7 times the interest rate at Texas Partners. It cost me 3+ weeks of interest before they would approve the transfer. Just this week, because the lobby hours are only until 3pm 4 days a week, I was trying to deposit a significant amount of cash at 4 pm. In the morning I was told to use the commercial drive through lane. At 3:15, I was informed they were short staffed due to spring break and I would have to return the next day with my cash for deposit. Needless to say, I returned the next day, removed the remaining money from my account and took it and the cash to another bank.

Katie Davis I had a wonderful experience with Lone Star Title Loans thanks to Katharine. She was professional, kind, and made the whole process quick and stress-free. Katharine explained everything clearly, answered all of my questions with patience, and truly went above and beyond to make sure I felt comfortable and taken care of. It’s rare to find someone who treats customers with such genuine care, and I really appreciate her help. I highly recommend asking for Katharine if you need assistance—she’ll make the process so much easier!

Mike Mason Keith Clark is a financial professional, not a salesman. He is diligent in his research and is constructive in making recommendations that might differ from those of a lesser informed client. His management fees are extremely competitive and represent a good return in lieu of self managing our investment funds. I do not hesitate to recommend Keith and his company, Coastal Financial as occasions arise.