Sunflower Bank - Meridian (TX)

David Malone I cannot say enough good things about Nick Lalonde (Third Act Wealth Management). We began visiting with him several years before I retired to help us put a solid retirement plan in place. I must say, I was nervous talking about my money with someone else. However, Nick quickly made us feel at ease by his expertise in his field and he clearly has our best interest at heart. He fully understands that we have retirement dreams. His plan for us included how we could still obtain those dreams while making our money work for us. Nick and his staff make themselves readily available to us whenever we have questions. I can highly recommend Nick Lalonde and his team with Third Act Wealth Management to help in your retirement dreams.

ProudUnitedStatesMarine !!!! Absolutely love this bank all the tellers are very friendly and helpful

Kay Holt We have done business with Finley & Neal for many years. Everyone in their firm is extremely knowledgeable and easy to work with. We also enjoy many interesting and helpful articles they e-mail throughout the year. We would not hesitate to recommend this firm to our friends. Kay and Bobby Holt

David DeLuca My Husband & I met with Coleen to get some guidance on our business after running into some complicated matters recently. Coleen is very knowledgable & easily answered all of our questions with great clarity without skipping a beat. We were slightly taken aback by the level of information she gave as we have not previously been provided with that amount of communication. Since we are a pretty straight forward services business, she was able to guide us on how to proceed forward in addition to putting a plan of action together for future tax matters so that they may be done correctly & efficiently. We have been blown away with the level of service we have received so far & very much look forward to blossoming a professional relationship with this company to ensure our businesses finances are properly cared for.

Alexis Beltran Came in had snow and Olivia show me great respect, and walked me through every step. Loved seeing a smile in there faces!!! Great ladies in this office