Northwestern Mutual - Las Colinas - Irving (TX)

Darin Griffiths I have recommended Luguna to several friends with no hesitation. I mostly interact with Brian Smith and he has been very pleasant to work with. I had a complicated situation with being POA of another person’s finances and Brian got everything set up with very safe investments that work well. I was extremely nervous about dealing with another person’s financial stability and even more nervous about turning the reins over to someone else. I couldn’t be more pleased. I also moved my investments over to Laguna and after a little over a year I am very pleased with the outcome. Brian is a phone call away and he answers questions with a genuineness about him.

Kerry Cassuto I’ve been working with Sarah Marshall and Cristi Jo with Texans Wealth Management for over 15 years, and I can honestly say the experience has been exceptional. From the beginning, they have taken the time to truly understand my goals and have consistently provided sound, personalized financial advice. What I value most is their trustworthiness and clear communication — I always feel informed and confident about my financial decisions. Over the years, Sarah has guided me through retirement planning / investments / major life changes, always explaining options in a way that’s easy to understand. Beyond their expertise, they are approachable, responsive, and genuinely care about their clients’ long-term success. I feel fortunate to have such a dependable partner in managing my finances and would wholeheartedly recommend Sarah Marshall to anyone looking for a knowledgeable and reliable financial advisor.

Lina Willis Destiny was amazing! She was very helpful and non judgmental at all. She was able to help me get what I needed and answered every question I had with no problems.The service was also very fast, friendly and easy. Highly recommend you go see Destiny.

Sally Rodriguez Karla was so helpful before I when walked into the office! Very friendly fast service! I honest enjoyed helped , will recommend them and use them !