Office of Sergio A. Rojas, CFP®️ (RGV Wealth Management) - McAllen (TX)

Rebekah Herzberg The app hardly ever works. I am always having to close in and out of it. The customer service here isnt too terrible but they seem to neglect to tell you important information. I had to wait an entire year to get my tax return from 2022 because they fail to tell you that for direct deposit there is a completely different number. Now I am having to do the same exact thing because I put what was exactly in my account and routing information in the app. If you guys are going to have a different number for direct deposit then why not include it under account details in the app? I had issues getting my work checks too because of this. When I go in to speak to people about this and finding out why my checks and tax returns were rejected that not once told me that I had to use a different number that was never provided. I had to call the 800 number to be given this number and information when I shouldnt have to do that. The people inside the bank should have given this number. This created so much emotional stress for me. Hope you guys fix this problem.

Intake Team I have been a client with Rutherford Taylor since 1992. They have always provided excellent service. They did the accounting work for my pharmacy for 24 years and still handle all my tax returns. They are quality people doing quality work with an emphasis on professionalism.

Douglas Ragan Spam calls are illegal

Michael Williams Brittany has provided a comprehensive analysis of my credit situation and developed a strategy that helped my needs. I have noticeable improvement in my credit score. My experience has been great so far, her guidance that has been provided thus far has been amazing. My credit has improved within the 2 months I have worked with her. I would recommend anyone who is looking to improve their credit to contact Kobra Financial .

Chantell Hockless I absolutely love being a member of Neches Federal Credit Union! From the moment I joined, they’ve consistently gone above and beyond to meet my financial needs. Whether I needed help finding the right account or exploring loan options, the team was always ready to work with me, offering personalized solutions tailored to my situation. What sets them apart is how friendly and approachable the staff is—every interaction feels warm, genuine, and welcoming. Neches makes banking effortless. Their range of products and services is designed with convenience in mind, and they truly care about helping members achieve financial success. Whether I’m using their online banking platform, applying for a loan, or simply stopping by a branch, I always walk away feeling confident and well taken care of. Thanks to Neches, banking feels less like a chore and more like a partnership. It’s clear they value their members, and that’s why I’m proud to call them my credit union!

Audra Bell The company has awesome customer service and great personality and I love the atmosphere. She made life easy today . Thank you so much Amy , for being awesome