Security & Wealth Management Inc - Beaumont (TX)

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.

latoya maxfield They are always very nice to me when I come in the process was very easy and they are really fast come on in and they will always have my services

Doug Wasson Steve is a top notch adviser and has been an incredible help to my family. We highly recommend his financial services which are grounded in a wealth of knowledge and wisdom in navigating the financial world. Steve also has the grace to customize a tailor made approach to the clients needs. We have worked with Steve over a decade and the results have proved solid fruit over a period of time through his services.

P.L. Lee MONICA at the front was absolutely wonderful!!! She definitely deserves a raise and promotion... Shes a superb representation of Texans Credit Union.. Thank you so much, Monica!!