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Shelly Dodge - Financial Advisor, Ameriprise Financial Services, LLC - Flower Mound (TX)

Address: 🏡 3305 Long Prairie Rd STE 140, Flower Mound, TX 75022, USA
Phone : +1 (972) 539-0002
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJt0Kyb38tTIYRxvVU21Xt2ks
#Texas

Experior Financial Group - Houston

Luz Lozano Great advisors! Great knowledge and amazing people. Honest and reliable. I highly recommend them.
5 /5

Blunt Financials - Greenville

Deborah White Erica L. Bunker, LLC has been one of the most helpful resources I have used after starting my small business. It can be difficult to filter through what may support your business, what you may want, and what you may need. Erica will help you do just that. She will will work with you on the best bookkeeping application that you can afford in the beginning and assist you when its time to upgrade or switch programs. She will walk you through tax season step by step and has her programs in place to make it as easy as possible for you to get her the information she needs to complete and file your taxes. She is hands on and phone call away.
5 /5

Four Seasons Tax Solutions, LLC - Kerrville

Christian Zarnke There is accounting for taste! Alica was incredibly helpful and knowledgeable. She was able to get me every exemption and more.
5 /5

Brazos Valley Schools Credit Union - Rosenberg

Debbie Oyetunji Walking into this crisp, clean and modern redesigned branch, you are greeted by the welcoming smiles of this attentive staff. Whether you’re interested in opening a savings account for your minor (ages 8 and older) or doing day-to-day banking transactions, they’ve got you covered. Thank you to Ms. Miranda, Ms. Danielle, and the entire BVSCU team for all your help. Anytime you’re in the Richmond/Rosenberg, or Needville area, stop on by!
5 /5

Atlas Credit Co., Inc. - Edinburg

Lucy They are truly the best, Lucy is the one that helps us so much and they all go above and beyond for their customers!
5 /5

Carson Wealth - El Paso

Rochelle Taylor Tom Chaney has been my mother’s financial planner for decades. He has always treated her like family and has assisted her as if he were watching over his own mother. It was at his recommendation years ago that she purchase a long term care policy. Fortunately she trusted all of the financial advice he gave her to include investing for retirement. Due to health concerns, it became necessary for my mom to reside in Assisted Living. As a result of the special care Mr. Chaney took in overseeing my mother’s financial planning, she is 81 years of age and is still able to provide for all her own needs with zero financial burden. Although my mother relocated to the east coast years ago, Mr. Chaney continues to check in on her and is very responsive when we need assistance with any her policies/accounts. The experience with Chaney and Associates is beyond outstanding!!!!
5 /5

Strategic Capital - Wealth Management Austin - Austin

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.
5 /5