Prosperity Bank - Beeville (TX)

Edgar Rojas Finley Financial Services has provided me with excellent financial service/recommendations. They rolled a previous Roth IRA into another account smoothly. They also provided planning and follow ups to my account. I highly recommend them!

Lanessia Rowland Go back and make yourself better then you already were

Brian I started working with Scott in my late 30s. I was self managing my portfolio, but it was time to get real and allow a Pro to take me to the next level. I didnt come in with a lot because I wanted to see what he could do. Scott handled my account as if it was a 1M dollar account although it wasnt anywhere close. He earned my trust so I moved 100% of all my investments into his care. We have worked together for over 5 years now and my portfolio is in excellent position to retire on-time and possibly early. Scott knows his stuff, and isnt scared to say I dont know, but Ill find out! I had some unique challenges which he solved. Id recommend this guy to any young guy ready to get serious, or an already diverse portfolio individual. He has a can-do attitude and he will take your portfolio far if you trust and listen to him as I do.

K.S. Stokes Bri was fantastic, her and Julie was a terrific helper and I had the best experience! Highly recommend

Joseph Walls Great service as always!

Charles Clayton DBS Rock Hill Contracting Great motor bank easy in and easy out with several lanes

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

Chesa Donovan Love this company, Global Financial Aid Services cares about our clients, our team members and the students we impact every day. Our team works diligently to ensure the best experience for clients and their students.