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!
Kha Do JP have been my CPA for years. He is very friendly, dependable, knowledgeable, and helpful. If you need a CPA/friend/golf partner, please reach out to him.
Lisa Weaver We met Ryan in 2016, when he knocked on our door. The best decision was opening the door, since then he has helped us with several accounts. Hes reliable, organized, thorough and honest!!
Jackie Walton Vanessa helped me today. She was excellent. Becca is awesome. I have always had quick, efficient, polite service at the Kaufman location.
