Stifel - Frisco (TX)

Michael Rizzo Bianca is absolutely awesome. She always takes care of me when I come in and helped get my daughter’s credit going! Absolutely the best customer service you’ll ever get!

Kam Absolutely love this place!! I’ve been dealing with this company for over 3 years! And I just absolutely love the ladies in office ( Jennifer & rosie) there are always super cheerful when I come in and they always are super sweet and helpful Highly recommend to come here!

Intake Team I have been a client with Rutherford Taylor since 1992. They have always provided excellent service. They did the accounting work for my pharmacy for 24 years and still handle all my tax returns. They are quality people doing quality work with an emphasis on professionalism.

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.

Marcus Young The Rosenthals have been our financial advisors for more than 30 years in both a pre and post-retirement capacity. The Rosenthal team (Beacon Pointe – Ft Worth) has done a superb job planning and managing our retirement assets. Their advice and counsel has always been thorough, consistent and strategically sound. Their approach has allowed our assets to grow even with fluctuations in the market. Through the years we have been impressed with their professional employees; from the friendly voice who answer the phone, to the client service support staff, to the financial advisors. The employees’ knowledge level, commitment to excellence and proactive approach, teamed with the resources of Beacon Pointe, make them truly unique. We highly recommend the financial advisors of the Beacon Pointe – Ft Worth office for your financial planning needs.