SFMG Wealth Advisors - Plano (TX)

Sydney Wood We are so glad we made the decision to switch over to Texas Legacy Insurance. Paxton Willingham is awesome and listened to what we needed. He ended up saving us quite a bit of money and said he will continue to keep an eye on the rates available, so we wont miss out on more savings!

Onesam Definitely one of the best treatments I have received as a customer. I needed to open up a bank account and had went to Wells Fargo, they treated my husband and I terribly we felt so uncomfortable and unwelcome no kind of greeting or a smile we felt as if they didn’t want us there. We saw that PNC just across the street was opened because we went around 4pm and they closed until 6pm and we decided to give it a try. The greatest decision we ever made. As soon as we walked in, Brianna received us with a smile and a charmisma we felt the difference right away and we knew we were in good hands. Shannon helped us with the bank account she was very friendly and was determined to helping us open the account that same day since we needed it very soon and it all got taken care of. I am grateful for how they treated us, I will always recommend this place.

Stacey Quinn Kissena is AWESOME!! I was in the program for a year and I honestly thought my situation couldnt be salvaged. I saw a huge jump in my credit after the first 90 days. I received a lot of education while I was in the program that will help me make smarter choices in the future. I had a credit card with a $1500 credit limit when I started. I still have the card, Kissena recommended that I not apply for any new credit until I was finished with the program. I took her advice. When I completed the program I applied for a credit card through my bank and was approved for $15,000!!!. I thought Id never be able to obtain this. Sign up for the program, I definitely recommend back office credit solutions!!!

Gary Bronson We have been very pleased with Centennial. They are very helpful in guiding us to the best retirement and tax management with plans that will help see us through for the long term. Their reporting tools are great. Their professionalism and responsiveness are top notch.

Matt R I met with Joseph to roll over my 401(k) from a prior employer to LPL and the process was so simple and easy to do. Joseph was very knowledgeable and helpful - thank you Joseph!

Frank Diaz Vanessa was really helpful and she save the day.