Private Wealth Asset Management - Midland (TX)

Jeremy Dorsey My car experience today was the best that I ever had. Ethan West was excellent , on guided me through the whole process,from start to finish. I recommend his service to all my friends and family from now on out. Ethan West made me feel like family making sure I made a good decision. I highly recommend ACU credit of Texas.

Gabriela Cisneros-Hamadneh As first-time clients seeking financial advice, we had a great experience working with Dominic Dougherty. Over the course of three meetings, he demonstrated strong attention to detail and took the time to ask thoughtful questions, and simplified financial concepts for us. Dominic ensuring the financial plan was tailored to our current needs and priorities. He also provided a clear list of recommendations and action steps, which made it easy for us to understand and move forward with confidence. We appreciated his personalized approach and clear communication throughout the process. Highly recommended.

Harrell Horton I am starting to like this credit union with no issues. I had got the fresh start checking last year and a year later, they automatically enrolled me in the regular checking there was no need for me to step in the branch to opening a regular checking. I can’t wait to do some more services with the credit union.

Linda Brown I visited with Bob for some much needed financial advice and consolidation of all of my various current and past retirement accounts. I provided him with the my packet of documentation from several different company retirement accounts throughout my career. (I actually gave him a pile of crumpled, coffee stained (is that mustard?) outdated paperwork that had accumulated beside my coffee canister from various employers of the past 20 odd years. You know you all have that stack) Let me first say that discussing investments, retirement and savings in general causes me to go into a semi-conscious stupor; my eyes glaze over and I start wondering if I left my oven on, when my passport expires, where my passport IS and generally pondering various superfluous concepts and ideas in my brain. (How DOES a bird sleep at night?). Frankly I would rather have a root canal. He gave me the initial information I needed in an easily digestible manner; was thorough and engaging and answered all my questions and concerns. He listened as I explained my position, my past experiences with financial planning and my concerns should I not be able to work. Nursing is a tricky business after 65. My plan up to that point was to simply keep showing up for work until either my key no longer worked or I noticed my checks had failed to arrive. I am within 5-10 years of retirement, just turned 65 and woke up last Friday morning in a panic thinking “I have no plan, don’t know where my funds are, don’t know how much I have and does anyone really understand annuities?” I am just a hardworking self-supporting RN. I haven’t really ever thought I would have to or need to retire. Just point me in the direction of the coffee pot and the next patient and I’m off! Retirement? What’s that. The retired nurses I have encountered are few and far between and are either in a multi-earner household or were forced to retire due to health concerns (most not ‘comfortably’ retired). I feel very comfortable with my choice and am relieved to get back to the business of patient care while not having to worry about my retirement plan (and secure in the knowledge that I actually have one). Thanks Bob Vasquez. PS sorry about the paperwork Jenga. I can’t promise I’ll do better in the future.

binary davinci Amber Kay and Amanda had best 10/10 service cannot recommend enough . Grate Job! Recommended and Commended Grate job.

Sharon Graves Very nice

Amy G-Z I love this bank. Have been with them for 11 years and have zero complaints. I’m not really understanding all these negative reviews because I’ve never had an issue. They’ve always been so helpful to me and friendly when I’ve gone in. I have never been charged a single fee in all the years I’ve been with them. The only thing that’s inconvenient is that there’s not more locations now that I no longer live in the island. Other than that, they’re open 7 days a week and much later than any other financial institution. This means no matter my schedule, I’m likely able to make it in if I ever need anything. I would recommend banking with them to anyone I know.

Byron Pearson I have been doing business with Dan and Christi for upwards of 20 years. I have had several major life changes occur during that time that have necessitated the reconfiguration of my investment strategy. At all times Dan and Cristi have been consummate professionals. I have profited greatly from Dan’s investment advice and I give him my highest possible recommendation.