Summit Financial Group - Dallas (TX)

Jillian Waterbury This was part of an employer retirement plan. When I seperated from that company, it was extremely difficult to rollover my money to Fidelity. Voya treated me like a criminal when I asked for the verfication not to be sent to my old work address as I no longer had access to that email and they refused to verify me any other way ie with my SS#, address, DL # or any other data. It was extremely difficult to work with them.

Lorena Cabrera Had a great experience as always, Ms Olga Mata is very professional, awesome personality, explained everything, and answered all my questions. It feels good to know , that if ever you need them , you’ll always have a great experience. Thank you so much!!!!

J Foster She is a nasty rude person Ive used her tree times n it got worse n worse every time n she say one thing n then says another the when I pick up ur tax papers they say another thing

Jim Wellborn Years of successful transactions have proved to me that CITY CU represents the kind of personal banking I had long hoped for. Prompt solutions and thoughtful answers are a benchmark here. Especially trustworthy when Im overseas. Thank you!

LM Phallan The entire crew is is not only very knowledgeable and helpful but friendly and courteous. I knew absolutely nothing about royalty income and taxes! They patiently explained, answered all my questions and made everything too easy! Cannot say enough good about them.

Josh L Colby wants the best for his clients. We were very grateful that he took time to educate us on all the financial aspects of life (and death).

Brenna Smith As first time homebuyers we worked with Ben Sinclair. He was quick and professional to work with. He made everything very easy for us and is always quick to respond to any questions we may have before, during, and after the sale.