Security Finance - Plainview (TX)

Edgar Rojas Finley Financial Services has provided me with excellent financial service/recommendations. They rolled a previous Roth IRA into another account smoothly. They also provided planning and follow ups to my account. I highly recommend them!

John C I am closing my account with Momentum Bank. It started when I wanted to help my brother-in-law cash his stimulus check. At first, they said they would do it, if I deposited the check into my account and the funds would be available at a later date. Fine, no problem. Then, they say no, they cant do it since my brother-in-law is not on my account. Then she says very rudely: "Take it to Wal-mart, they do that kind of thing". I had 10 times the amount of the check in my account at the time! I guess they really did not want my business that bad. I went to my other bank across town and they gladly cashed the check. Goodbye Momentum Bank.

victoria earnshaw Albert is extremely knowledgeable and professional. He made me feel so comfortable and really explained the process and options of different life insurance policies to suit my family’s needs. He really cares which in my opinion is rare these days. I will definitely be recommending him to family and friends.

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.

wayne long I HAVE NO COMPLIMENT..EVERONE THERE IS SO HELPFUL AND THEY GO OUTA THEIR WAY TO HELP ME WITH MY NEEDS.. THEY ALL DESIRVE A 5 STAR REVIEW ! AND I THANK EACH ONE