SageSpring Wealth Partners - Frisco (TX)

Christopher Arriola Carlos and his team have been outstanding since day 1. They have really help me with my business by getting me organized and structured. Thank you to the entire team at SWF!

Shae Minter Weve had several great experiences with RoseRock. They are straightforward, easy to work with, and they keep our contractor happy by funding draws really fast! Theyll always be a partner in our projects.

Garland I have been a client of Dan Dillards even before he started NEST Financial. What originally drew me to him for financial advice was his emphasis on educating people and potential clients. He brought in various speakers to his public sessions and helped people get the facts. And even after forming NEST Financial, he still excels at helping people become educated on financial issues. He now holds video conferences to communicate with his clients or other people on a regular basis. The NEST Team (Dan, Gloria and Sean) work together very well and each person brings a set of skills the mesh together for the client. I have had the pleasure of talking and working with each of them at various times. I like the fact that they keep on the forefront of what is going on in the investment and financial world. When I first came to Dan, he helped me invest old 401Ks (that were consistently losing money) into worthwhile financial investments that turned my situation around. He has helped me with insurance and diversifying my investments... including investments outside the stock market. I have learned a tremendous amount from Dan over the years. And with the current team at NEST with Dan, Gloria and Sean and the work they have done to become associated with Folio, it seems like they are headed for even bigger and better things in the future. I have nothing but compliments for the NEST team... they listen to their clients... they are responsive to their clients for getting things done, never pushy and I feel like they give me advice based on what they truly think is in my best interest.

Chris Parrish TX Roofing Professional Larry Carara has been our trusted financial advisor for many years. His experience, knowledge and confidence of all financial markets helps my wife and I be confident that our assets will be well managed and our wealth grow. We have full faith in Larry and his team to put our needs ahead of all else. I highly recommend Larry to anyone looking for a financial advisor, whether new to investing or looking to switch.

Diesel Mac I cant say enough about how much I love this bank. I used to bank with "Major Chain" bank and felt like just a number. This bank has a personal touch and is very accessible. It reminds me of the service we used to get "back in the day". I just completed a mortgage with Yolanda and it was the best process Ive ever dealt with in the home finance industry. This place is a bank you can call home. That really says it all, First Financial is the bank you can call home and be treated like family. Edit: 4/4/24 I came back to post a review and realized that Ive already sang these peoples praises on a previous review. But here I am again, after several years of doing business with them, wanting to make another review of how great theyve been to work with. Ive bought a house, multiple cars both business and personal, and they continue to be the most accessible and easiest bank Ive ever seen. Great leadership at this bank, Russell is the absolute best!!

MrTX12 The reps at this office truly understand what top notch customer service is. Sean in particular was super knowledgeable, patient, very prompt, and professional.