Tate Financial Group, LLC - McKinney (TX)

Durriya Ruchi is truly outstanding—diligent, knowledgeable, and always available when we need guidance. Her attention to detail and proactive approach have been invaluable in keeping our finances in order. Whether it’s tax planning, financial advice, or last-minute questions, she goes above and beyond to ensure everything runs smoothly. We highly recommend her services to anyone looking for a reliable and highly skilled professional!

Les Rutherford I know that none of us like change and I will be the first to tell you that I miss the good ol days of Citizens Bank. But, having said that, I want to take a moment to offer up some appreciation to Ashley, Veronica and the gang at the Happy Bank in Post. They have issues that are imposed on them from executives who sit in offices or spend way to much time on the golf course but as for me they have always done everything they possibly could, within those sometimes ridiculous guidelines, to make me glad I have remained a Citizens Bank, aka Centennial Bank, aka Happy State Bank customer

Leela Kim Best Financial Services in Irving US.

Samir I would like to sincerely thank Relationship Banker Lorena Griffin at Bank of America for her outstanding support and professionalism. From the moment I arrived in the U.S., she went above and beyond to guide me through every step of setting up my account and understanding the banking system here. Her patience, kindness, and clear communication made a huge difference in my experience. I truly appreciate her dedication and customer-first approach. Lorena is a great example of excellent service!

Wes Larimore We highly recommend Cody. We have used Cody at Steadfast Wealth Planning for many years. We have found Cody to be very professional; he takes the time to educate and explain to us why he is making the recommendations that he is. If were not able to meet in person, setting up a zoom is always an option. He is approachable, educated, has integrity and just an all-around nice guy.

Destany Wilson Tarah was so great! She was very friendly and helpful. Will definitely return and ask for her to assist me again

Cody Young I have been doing business with these wonderful people for the last several years. They have always been very helpful and understand the importance of a good handshake.