Preston Financial Group - Frisco (TX)

Martin Towey We had another advisor for over 10 years suddenly up and quit on us. The firm he was with never even told us, and were unapologetic, when we finally found out from a missed meeting that no one was servicing our accounts in the meantime. We interviewed multiple firms and were surprised how many bad firms there are out there. Unprofessional, uncaring, and frankly uninformed, all they wanted to do was talk about themselves. After speaking with Edelman Financial Engines we were optimistic and ended up with Mr. Chase G. and he/they have been nothing short of excellent since. Despite a couple of stumbling blocks with the transferring of funds between old and new Chase has been professional, knowledgeable, understanding, and apologetic. He quickly took the reins and has since taken over both mine, and my mothers, financial planning with the personal attention youd give to your own. Very inquisitive and mindful he has taken the time to truly ingest our needs and then find the tools to address them. Fantastic personal touch I feel more like Im his brother than a client, I cant recommend Chase G. enough.

John Duron it ok

vanessa galvan Ana was so great loved the service she had me in and out even over the phone she was awesome

Big Hunt I cannot recommend them highly enough! From the moment I walked in, the staff made me feel welcome and comfortable. They took the time to understand my unique tax situation and answered all my questions with patience and expertise. The tax preparer assigned to me was incredibly knowledgeable and thorough. They walked me through the entire process, ensuring I understood each step and maximizing my deductions. I was worried about the complexity of my taxes, but they made it feel manageable and stress-free. What I appreciated the most was their commitment to customer service. They followed up after my appointment to ensure everything was going smoothly and that I had no further questions. It was clear that they genuinely care about their clients and their financial well-being. If youre looking for reliable, professional, and friendly tax help, look no further than World Finance Tax Help. I will definitely be returning next tax season! --- Feel free to modify any part of this review to better reflect your personal experience!

gloria guajardo.thrash Everyone at my bank treat me awesome Thank you for everything yall do for me personally

tiffani burton Sydney was a big help to me very kind and process was fast thank you so much this will help with my car

Karen Leonhart Tracy and Cindy were absolutely life savers this morning!! We are in from out of town and experienced some issues causing us to be unable to leave on time and miss an important appointment. They stopped what they were doing, took time with me on the phone, printed documents, provided additional notary services and were so incredibly kind while doing so. None of this was in their job duties and they absolutely went above and beyond with the customer service. We are very grateful.

Gabrielle Barnes Working with Nuecred made it possible for me to buy my first home. If you’re trying to fix your credit or prepare for a big financial move, hiring Nuecred is the best thing you can do! Mr. Copeland exceeded all of my expectations. He provided guidance about my financial habits, gave insights on how certain credit structures work, and worked magic to remove old hits from my credit reports. He was very patient and transparent in explaining his steps and answering all my questions. I hoped to get my credit score up by 30-40 points; Nuecred got it up by 80 points! Thanks to Mr. Copeland and his team, I am now a first-time homeowner!