Ruchi Gupta CPA LLC - Flower Mound (TX)

Gloria Longoria Ladies in the office are the best in town. They are happy to help with loan and taxes. Office is always so nice and inviting.

Jose L Rivera Adorno Highly recommended to everyone, a serious and dedicated company. Ive been wanting to have a retirement account for years. Im an immigrant without Sol ITIN insurance. I have a residential painting company, and I finally found a reputable agency that designed my pension plan for me, with a company thats been around for almost 200 years. That gave me a lot of confidence.

Luke Adams Savannah Krenek helped me understand investments and retirement options beyond my 401(k). Her guidance gave me control over my money and confidence in my financial future. I highly recommend her.

Todd Potempa Claudia R. was great to work with and helped me every step of the way! Appreciate all the help!

Jerry Glazebrook This is the second time I called on Jeanna thinking theres no way I could qualify for a refinance - both times she pulled a miracle and made it happen! There is no dumb question with Jeanna, she explains in laymans terms and she will keep after you (gentle but persistent) to keep the ball moving. She is an absolute delight to work with and as I told her, shes proven to be my guardian angel. A true blessing. My wife and I cannot recommend Jeanna and her team enough. They are AWESOME!!

Jeff L I just wanted to leave a review after checking my credit report. Back in 2022, these lenders were extremely helpful in a pinch. There were multiple times they allowed me to stagger payments, and essentially create new loans, and then when I had enough to payoff, they didnt scam me in the process. I know these places get a bad rep, but this place was good to me in a pinch.