Roscoe Bank - Bastrop (TX)

Mark Lockwood Michael Masor with Clearwater Financial Group helped me with my retirement savings. Now I don’t have to worry about the stock market. I’m happy to call him a professional and my friend.

manuel savala Alicia was great. She made everything so easy.

Brianda Paola Fantastic service and even better staff, I needed extra cash for the holidays and they were there to help me instantly! I also have seen my credit score go up significantly since I originally opened a loan with them. Thanks Irma for all of your help and all that you do!

Mike Gray I recently retired after multiple decades from an outstanding company that offered excellent benefits including 401K oversight/advice from a well-known financial investment company. While I appreciated the help, I felt like a little fish in a big pond. I was looking for a relationship that felt like my investments mattered as much to my advisor as they did to me. I am glad to tell you I found that very thing with Veritas Legacy Wealth. John and his team made us feel like family from the very start. We are extremely excited about our future with John and his team. If you’re looking for a financial advisor who combines expertise with a personal touch, look no further. We wholeheartedly endorse their services.

Ricka Ceasar I have been filing my taxes with Carlota for the past 3 years, she is great at what she does! She is always friendly and helps me get the max on my refund. I am a very satisfied customer!!

William Montague Outstanding service in returning calls and professional advice plus his assistant, Carmine, can answer and take care of most matters without Ever talking to Willie. This office is a great asset to Edward Jones.