RJG Retirement Services, LLC - Edinburg (TX)

Janna Timm Gigi is a wonderful person and have had great experiences Sinz began working with her. My money has continued to grow with compound interest. Is excellent at communicating and her financial advice program is extremely helpful! I have been with her for about five years. The benefit of having good people to handle taxes is just another plus! She has a great staff.

Scott Mansfield Wade Chessman and Sean Phillips have done an amazing job taking care of me and my family for many years. It was my father who first recommended Wade to us when Amy & I got married over 20 years ago and we are so grateful for their expertise and the gentle way they have worked with us through the years as well as their no nonsense approach to helping us tackle our financial goals. With child number three heading to college this Fall, I can say we would have been lost without their help. Wade and Sean have been instrumental in working with my parents as far back as I can remember and it brings me a lot of comfort to know that my parents are in good hands as they continue to realize their retirement dreams. Thank you Chessman Wealth for a job well done. Amy and I look forward to all the years ahead as you help navigate our plans into the future.

Janet Gordon I’ve been a client of ACT Wealth Management since the firm opened 13 years ago. They handle multiple accounts for my entire portfolio. I would not consider using anyone else. I’ve been burned in the past by “brokers.” ACT’’s integrity, attention to each client’s individual needs and immediate access to a great staff are just a few of the reasons I highly recommend this firm.

Jeff This is my go to bank for business banking and treasury management! Feel blessed to have them in my life.

David Lindsay Save time. Find another bank. Service is as bad as it can get. They charge for many charges other banks do for free. The worst part is service. Far from good, and they dont care.

A Cruz Serrano I was referred by a friend to come here and boy am I glad I did. Julia was the personal banker helping and she helped my friend. My friend came in with me and she remembered the interaction. I mean she really connected with us. She explained in details the step to take. In addition, what tier level I fall in based off my credit. The process took a little longer on my part. But, she was patient and determined to help me through it. I say she’s an asset to you company and even more so to your branch location. Thank you so much! You gave me my peace of mind back. Finances aren’t easy, but with Wellby Financials and Julia’s it was.

Nash Robby (Nash Pressure Washing) Cruger Financial is top notch! Highly recommend them for all your financial planning needs. Travis has a great team with many years of experience.