Strategic Insights Financial Planning Group - McAllen (TX)

5 /5 Lindsey Campbell: We have had such a great experience with Strategic Insights - James has been so kind and patient, answering all of our questions thoughtfully so we know exactly where our money is going. He takes the time to understand our current and future goals so every action we take puts us closer to achieving them. Everyone we’ve interacted with has been kind and helpful. Highly recommend!

5 /5 Steven Lantz: I have the pleasure of working with James Enriquez for some time now. James is very personable, which make me feel comfortable discussing my financial needs and concerns. James knowledge of finances and our financial backbone, the stock market, is second to no one. His ability to explain financial concerns, movements in the stock market and ultimately what affect this will have on me is amazing. I never once in our 20 years relationship have felt intimidated or belittled by him. I 100% recommend and stand by James and Strategic Insights!

5 /5 Erma Ramientos: Mr. James Credo is much younger than my husband and I. His age didn’t stop us from trusting him to manage our retirement savings and investments. It’s because we respect his industry knowledge and witnessed how we moved up from being an advisor to owning his own business. It only shows his dedication to his profession and he’s all in for it. He is our Advisor for almost 10 years now. My suggestion to anyone who needs a financial advisor? RUN to James Credo!

5 /5 sally bowers: I love my financial planner.! He is cordial, professional, able to explain things n terms I can understand, current w economy n current events, reassuring when I have questions or fears. He is also thorough n I believe he has my best interests at heart because he cares about his clients n has great moral values. Everyone n this office is the same way. They even have uplifting free books n the lobby n the atmosphere is welcoming n professional. In 40 years Ive never heard any staff raise their voice or act unprofessional. Its a joy 2 witness n be a client.

5 /5 Sean Acebedo: I have been working with Leo Chang from Strategic Insights for about half a year. I am an independent contractor with a 1099 income and we have had some significant changes to our financial situation over the past several years. I sought out the people from Strategic Insights to help me with debt management and organizing my expenses. Within two meetings, Leo helped us to calculate our monthly necessary expenditures and create a plan to manage our debt. A lot of progress has been made in just a few months and I am excited to say that the plan that we have in place gives me peace and excitement for our financial future.