Regional Finance - McKinney (TX)

Physic_God08 Lopez It would be best if you can update store hours from customer service saying you close it at 9pm even though the store is opened till 11pm make no sense. Definitely not worth my drive from far.

Kristen Klein Jon was wonderful! He was referred to me by my son-in-law and was fantastic to work with. He made the whole experience stress free and made me feel like family! I will be using him in the future for all my home buying/ refinancing etc!

Irma Bishop Gold Great service Melissa was amazing. From start to finish she answered all my questions and made me comfortable about getting the loan .Highly recommend

Amy P We switched from Fidelity in 2014 to Edward Jones specifically to work with Delaine Moore. He is professional, knowledgeable and always available to help us with our needs. He is also very patient and explains every detail to us so that we can make informed and educated decisions. There is no one else we would trust our money with besides Delaine. We have learned so much from him and value our relationship with him and Edward Jones.

Fred Van Horn I had some business to settle up regarding an old account and Julia Mahone. The bank officer. There gets five stars in my book. Shes very professional. She helped me wrap up my paperwork and did it very pleasantly. As far as the bank goes, it has been as good to me as any other bank.

Victoria Billings This bank has such a great staff. They greet you with a smile and make you feel like part of their family.

Lisa Chamberlain has been doing my parents business taxes for years. They have been extremely overcharging them, but my parents stuck with them because of not knowing where else to go, etc. We tried to get my parents to change to another CPA, but even though they wanted to, they wanted to remain in their comfort zone. Chamberlain had my parents doing a lot of the work themselves, itemizing, etc, but then not only charged them a monthly fee, also charged them a big amount at tax time. My family does not recommend Chamberlain Financial Services in Jasper, TX.

Lisa Sinn We’ve trusted Rick Reyes with our finances and retirement for many many years, and he has exceeded our expectations time and again. From day one, he took the time to truly understand our goals, our priorities, and even how we approach decisions. He explains complex topics in a way that’s easy to understand, answers every question with patience, and always ensures we feel informed and confident before moving forward. What we value most is his steady, level-headed guidance..... especially when my husband gets excited about “high-risk, get rich quick” ideas. Rick has a gift for walking us through the pros and cons, keeping us focused on the bigger picture, and ultimately protecting us from impulsive decisions we might regret. His integrity, transparency, and dedication are unmatched. In a world where trust is everything, we can say without hesitation that we trust him 100%. If you’re looking for a financial advisor who blends expertise, honesty, and genuine care for your future, Rick is the one we’d recommend every time.

Abbas Bagheri Professional, reliable and knowledgeable office that can handle any tax situation with helping you maximize on your tax savings and solve any problems you might have with the IRS. Highly recommended.