Stifel - Waco (TX)

Myndi Luevano Angela deserves 10 stars if I could add more. She has been exceptional in handling my taxes, always completing them promptly and keeping me informed about the timeline. When I had a side business and was unsure where to begin, Angela guided me every step of the way. Her expertise in this area has been invaluable, and I trust her completely. I can always count on her for accurate, reliable tax support. I highly recommend Angela to all my friends and family – shes the best at ensuring you get the most out of your taxes.

Natasha Everyone was really friendly and helpful. Hannah was our banker that handled our needs today and she was thorough as well as polite and kind. Patient with my children as well. Awesome crew!

David Worley Rob Spring and his team are top notch professionals. I have never met anyone who knows more about rates, the process, the appraisals, etc. I would highly recommend Rob and his team for any home loan. Great people with great knowledge.

E. Paul Whetten Joe Landin is one of the best brokers I have had the privilege of working with. As a lender, I appreciate Joes ability to be a strong advocate for his clients interests as he works with us to fund their loans. Joe is friendly and tenacious in his work. I highly recommend him as a broker for commercial real estate loans.

Tonette Stem 49 Financial made planning for retirement a smooth and stress-free experience. Their team took the time to understand my goals and offered clear, thoughtful guidance tailored to my needs. I felt supported every step of the way. I highly recommend their expertise and personalized approach!

Kay Ellison Wade Arnold has been our financial advisor for more than 20 years and has always done an excellent job. He explains things to us in detail and keeps us up-to-date. With his advice and counsel, we now find ourselves financially secure in our retirement.

Hall Family Whitaker Insurance has been our go-to insurance provider for years. We started with auto and homeowners policies and through the years we have added commercial, life and other policies that have become necessary. In other words, Whitaker has met all our varied needs and they always do it with prompt and friendly service! They’re a great team; highly recommended.