Tate Financial Group, LLC - McKinney (TX)

Eric Wes Fantastic bank with fantastic customer service. It really is, "Your hometown bank." My father lives in Granbury and this is where he does some of his banking. We picked FNB, several years ago, for the location (right on the square) and architecture (its a beautiful bank inside and out). If the appearance doesnt make you feel like you are stepping back in time, the customer service will. On this day (Monday 4/4/16) I was helped by Maria C. All I can say is fantastic experience and missions accomplished. Thank you! PS. While lobby hours are a little short (anyone remember "banker hours"), the "Motor Bank" has extended and Saturday hours. Hours: Lobby / Motor Bank (aka "drive up window") Monday 9am - 3pm / 8am - 6pm Tuesday 9am - 3pm / 8am - 6pm Wednesday 9am - 3pm / 8am - 6pm Thursday 9am - 3pm / 8am - 6pm Friday 9am - 6pm / 8am - 6pm Saturday None / 9am - Noon

Anthony Vaughn Conor and Travis were so helpful and knowledgeable in the Social Security Planning Course they taught. They seemed to take a genuine interest in the attendees and wanted to make sure that everyone understood their presentation. Their presentation was both informative and easy to follow. I highly recommend their professional services.

Joe Jaworski Eddie Walsh has done my and my wife’s joint tax filings, our household employee tax filings and my law firm’s taxes and financial statements for over twenty years. His work is professional, his advice is extremely valuable and he always has time for me. It’s noteworthy that he is a third generation Galveston CPA, following in his father’s and grandfather’s footsteps, and he has been a loyal friend to many and public servant to the City of Galveston, serving several terms on the Galveston Park Board and Galveston Wharves Board. I would recommend Eddie and his firm to any potential customer. As a tax payer who works very hard for my earnings, I want to know my filings are done correctly and on time. Edward J. Walsh and Associates take care of all of that for me and my family. Five Stars.

Melanie Thomas Jessica is amazing! I have done business with a few other locations and other businesses before but this one is my go to! She always tries to get me the max and she always so nice! I recommend that you come here and see her!

Heather Thomas I have heard great things about this company. I decided to ask them to help me with my taxes. They were very fast and friendly. I was very pleased with the service they provided. I plan on using them to help me catch up with my previous year tax returns as well as next year. Thank you Portland Financial.