Plaza Finance Co - McAllen (TX)

Stephene Dent Andrea was the absolute best hands down! She made the process so simple easy and fast for me! HIGHLY RECOMMEND HER!!

Bryanne Barker Becky was amazing she broke down everything I needed to know and handled business like a professional. She is very sweet, wish we had more customer service agents with her attitude!!

Sherrilyn Price Steven Dawson was recommended to us when we were clueless about how to handle my mothers financial accounts when she became unable to handle them herself. We quickly realized he would be a great asset in getting our own accounts in order. Steven and his team take care to know the individual first, then take equal care to fit investment strategies to the individual needs and preferences. He is thorough in covering all details and ensuring that we are well-informed and confident in all decisions and actions. We connect with him as an advisor, a Christian, and a friend.

Brian Schmitz She was refered to me by a friend of mine that owns his own business and said she is the one to go to for my tax preperations. I usually try and go in the gray.... far gray.... and when I was having my intial consultation with her just put me straight... basically not to be stupid with my taxes... She did it and honestly having her signature on it made feel 100% confident with them. I highly recommend her to anyone and I do !

Jennifer Simons Always friendly and efficient service in person, on the app, and by phone.

Melinda Norris When we moved to Horseshoe Bay fifteen years ago we had Corey take over our investments. Corey has done a tremendous job with his attention to our accounts. He is not only our Financial Planner and Advisor but has become a trusted friend and confidante which is extremely crucial when youre putting your financial future into someone elses hands.

Salma Laurent They just opened and already started my tax prep! Awesome job!