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Terra Firma Business and Financial Consultants - McKinney (TX)

Address: 🏡 4500 Eldorado Pkwy STE 1550, McKinney, TX 75070, USA
Phone : +1 (737) 387-3533
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJI0ec_Nfb3IAR2ERAAAsy1yI
#Texas

Retirement Planners of Texas - Houston

Cliff Clark Excellent job in explaining the product and various options with annuities. Never pressured into making a decision, Jessie went out of his way to answer my questions and concerns. Office is very well organized and very friendly.
5 /5

Orchard Financial Group - Austin

Briana Rose Finances can be so overwhelming. When my wife and I got married, it was hard to figure out where to start to combine our finances. We had goals, little control/sight on finances, and a ton of questions on how to be strategic with our funds. Leah is so incredibly easy to talk to and lays everything out in an easy-to-digest manner. She figures out what is important to you/your family and approaches everything through that lens, while also giving her professional input on what we should consider and implement. Everything has smart reasoning, timeline, and she can make adjustments when life just happens. She is also good at "tough love". She will point out when something we are doing is impacting our own goals and ways we can fix it or other buckets we can pull from. When we feel truly discouraged, she is able to pull up data via the 5 year plan that shows we really are not in as bad as shape as we feel. 10/10 recommend!
5 /5

Victory Lending of Conroe - Conroe

Sha Smith The application process was fast, simple, and completely transparent. The staff was professional, friendly, and answered all my questions without any pressure. I got approved quickly, the terms were fair, and I felt confident every step of the way. If you’re looking for a reliable and trustworthy place to get a loan, I highly recommend them. Thank you for making what could’ve been a stressful process so smooth and stress-free!
5 /5

Edward Jones - Financial Advisor: Robert W Scott - Bonham

Delano Sullivan I met Robert at a Networking event and he has shown an outstanding amount of class as well as professional in a short amount of time. Scheduled a meeting, call back and portfolio review within a week. On top of everything he has either been punctual or early. So far I have been met with alot of under promises and over deliveries as far as expectations to make sure I am extremely educated prior to making a decision on moving my investment over. Very low pressure, but quality information followed with natural enthusiasm just having the ability to teach. 5/5 would recommend.
5 /5

Happy State Bank - Memphis

Pheara Phy សុខគង់ តាំងស្រី I deposit inside now Best way I never ever deposit with the old lady No more
5 /5

Frio County Federal Credit Union - Pearsall

Eric Luke10:19 Excellent employees and staff always willing to work with you!
5 /5