Security Finance - San Marcos (TX)

Sean Wade I went into exchange currency that was over 50% detailed by the treasury saying that that was acceptable yet first financial Bank must be a special bank because they wont take it now we all know what $20 these days means to us what a bank.thanks

Jeff Kimbrell Gerrit and Jodi were awesome to work with getting our new land financed! It was a smooth transaction from start to finish, and always available to answer any questions we had. Look forward to working with them again in the future

Bijan R Adam and Rob are consummate professionals. Navigating challenging transitions in financial planning was made easier with their expertise. I really appreciate the effort they put into helping me achieve my goals. I would highly recommend Bullogic to anyone looking for assistance in financial planning/budgeting and all things investment related.

Amy Diamond Marty has been doing my taxes for years! She is amazing! I am so thankful for all her help and advice over the years. Marty and her staff stay on top of my numbers and my business. I give them my highest recommendation.

Halee I received a check in the mail from Tower Finance Co. and decided to cash it, which came through when I needed it most. Kevin reached out to me the following week, but I missed his call and didn’t return it for a couple of days. When I finally called back, I spoke with Lucy, who finished setting up my account with exceptional customer service. I chose to pay off the loan early since I’m actively working to improve my credit score and wanted to reflect a loan in good standing. I was pleasantly surprised by how great the interest rate was, and even better, I received a $50 discount on the interest for paying off early. Due to their excellent customer service, competitive interest rates, and patient, helpful staff, I will only use Tower Finance Co. if I ever need another loan in the future. Highly recommended!

Andi Donner My husband and I have been working with Chris Hernandez since 2013 and we cannot say enough about how much we appreciate him. He helped us turn a challenging and difficult mess into a robust plan that has worked beyond our expectations. Chris didn’t just give us good advice or a quick fix, he gave us lasting solutions that continue to meet our needs as we age and our lives change. He supported us as we cared for an aging parent, providing solutions that met our ever changing needs. Because we had Chris to guide us, we were able to care for our loved one the way we wanted to without worrying the money would run out. (I cannot begin to imagine how hard our journey would have been if we had stayed with our previous financial advisor.) We can never thank Chris enough for how much genuine help he has brought to our family and we cherish the relationship we have built with him over years of being his client.

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.

Ron Orlowski Professional