Prime Vest Financial Services - Ozona (TX)

Tom Jones Chad Stephenson is a class act and someone who worked tirelessly with me to make sure our dream of owning land came true. With great support from Maria who also patiently worked with us through many questions to get everything just right, you cant go wrong choosing Heritage Land Bank in Greenville to help you with your dream. Ive recommended to friends, family and business clients and will continue to do so. Do yourself a favor and check them out yourself, youll be very happy you did!

yolanda morua The best , Jerald , is very nice . Insurance is very reasonable . Go see him and tell him I sent you . Yolanda Morua is my name. Lampasas Tx.

Michael Murray I have been investing with Glenn for over ten years now. Extremely personable, very knowledgeable and always offers options for you to pick from. Highly recommend Griffin Asset Management. Glenn is the man!

Maria Korzan I needed a notary service so I called to see if there was one on site. I was told that I needed an appointment for that which to me was odd because I am a notary and I work at a local bank in New Mexico and we dont require an appointment, but I also thought that not all banks are the same. I got my appointment and I needed to head to MD Anderson to see a cancer doctor. So we went an hour early to the bank to see if they could see me. The lady that checked us in was so nice and helpful, I was there for 15 minutes and didnt have to wait till 1 for my appointment. they accommodated us and did us a favor. Thank you for your understanding that I needed a service and I needed it quick.

Kerry Cassuto I’ve been working with Sarah Marshall and Cristi Jo with Texans Wealth Management for over 15 years, and I can honestly say the experience has been exceptional. From the beginning, they have taken the time to truly understand my goals and have consistently provided sound, personalized financial advice. What I value most is their trustworthiness and clear communication — I always feel informed and confident about my financial decisions. Over the years, Sarah has guided me through retirement planning / investments / major life changes, always explaining options in a way that’s easy to understand. Beyond their expertise, they are approachable, responsive, and genuinely care about their clients’ long-term success. I feel fortunate to have such a dependable partner in managing my finances and would wholeheartedly recommend Sarah Marshall to anyone looking for a knowledgeable and reliable financial advisor.