Shreve Deborah - Rusk (TX)

Deb Tx Erik and his team are the best solidified coworkers! Every one of them have the same passion as Erik for getting correct information quickly. They all care about our personal wellbeing as much as they care about taking care of our financials. We highly recommend them!

Ernest Ortiz Ive been going through Susies Checking for over a decade and shes a very sweet lady. We all go through major changes in our life and I promise shes a very sweet lady and even gave me a special gift for my father who was battling cancer. I wouldnt replace her for the world

L R My experience with Grant Miller, CPA, has been excellent! He handled my personal and business taxes with much professionalism and promptness. Highly recommend.

Vicki Scott Ed and I met Josh over 10 years ago at a UTA seminar on Social Security and Retirement. SWMG has been managing our investments since that time. Josh, and his entire staff have all been great to work with during this time and provide peace of mind when dealing with changes of any kind. We would definitely recommend them for any financial management you might need.

Bob Miller I went here very recently and a young woman named Yenni helped. She was very respectful towards me and very patient considering I’m elderly and have less knowledge of what’s going on. She is a very passionate young lady .

CHRY-3 HEMI The new manager Haylee in Greenville tx is awesome and very helpful.. thx