Personal Money Planning - Wichita Falls (TX)

Tyler Garris Excellent customer service. The employees are always friendly and helpful. I would recommend them to anyone who needs some financial assistance

David Norton I normally use another bank outside of town far away, but ended up doing a deposit here yesterday and they were just exceptionally awesome. I had a small issue, completely my fault, and they helped me so much and were so kind. I really like the set up as well and the amount of drive-thrus they have is kind of wild but also awesome for customers :-) strongly recommend this Bank

Eddy Garza This place is closed

Chandler Bolt The best of the best. Ive been working with them for almost a decade now. If youre looking for a family office, theyre your people. A++

Mark Carlson I’ve used Steve for 15 years, and have always had great service and questions answered. He sits down with me yearly to go over the years results, as well as ideas to better serve me as I’ve gotten older. Ive recommended him to others in the past, and will continue to do so.

Deward Timothy Ive had several financial advisors ove the years, most who tried to get me to make changes that would benifit them, not me. Then, a few years ago, I started working with Justin who was helping me with my wifes IRA. What a breath of fresh air. His advice is straight forward and to the point. Ive never felt he was looking out for himself rather than me. Ive since moved much of my investment money into his care. Good job Justin.

Debra Jones Did a wonderful job. And work hard to get what you needed ✨️