Platinum Wealth Solutions of Texas, LLC - San Antonio (TX)

David Shipley I have been working with the Lovett’s since 2018 and they have been fabulous in accessing my needs and accommodating me! Highly recommend!

ALFRED MORAIGN I am so glad I met with Greg Hernandez! We had a simple conversation about my most pressing financial issues that were keeping me up at night, and what my future goals were. He said he would take everything we discussed into consideration and create a financial plan for our next meeting, to my surprise. I thought they were going to try and push things on me ASAP.! I actually learned so much about the gaps in my life and why I was so broke each month. Follow up a week later, Greg and his team layed out a plan to pay off my debt, cover me in case I get hurt and protect my income. The goal for me at this time is to pay off my debt and build a foundation to grow my money. Im so glad I found Greg Hernandez!!!!

Elizabeth Anderson We love our local banker Whitney!!! She always provides the best customer service and is there anytime we need help or have questions. I couldn’t imagine banking with anybody else!

gene vad Excellent customer service from Michelle! She took care of my mom and i and made the whole loan process very smooth. Will definitely be referring more people to her!

Juan Posada Grace and I met Mark over five years ago. Mark consolidated our various investment accounts to make them easily accessible upon my retirement. He worked with us to attain a retirement portfolio that suited our needs. I retired this June and we could not be more pleased with Marks financial advice and support. Mark is always available to discuss and answer questions. He makes the drive from Dallas to Georgetown regularly to meet in person which I highly value. I enthusiastically recommend Mark Stoecker to anyone who is looking for a financial advisor who really cares about you and your future.

ofilia Gonzalez Awesome customer service explained throughly friendly fast trustworthy!!! 100 percent recommended Maria Alonzo!!

Jeanette Barton Friendly and personal experience. The ladies that work there always remember me whether it be to make a deposit in my account or my husbands. Never any hassle, always courteous and honestly the best banking service Ive ever experienced. Love this bank!!!