Texan Wealth - McKinney (TX)

5 /5 Kerry Cassuto: I’ve been working with Sarah Marshall and Cristi Jo with Texans Wealth Management for over 15 years, and I can honestly say the experience has been exceptional. From the beginning, they have taken the time to truly understand my goals and have consistently provided sound, personalized financial advice. What I value most is their trustworthiness and clear communication — I always feel informed and confident about my financial decisions. Over the years, Sarah has guided me through retirement planning / investments / major life changes, always explaining options in a way that’s easy to understand. Beyond their expertise, they are approachable, responsive, and genuinely care about their clients’ long-term success. I feel fortunate to have such a dependable partner in managing my finances and would wholeheartedly recommend Sarah Marshall to anyone looking for a knowledgeable and reliable financial advisor.

5 /5 Elizabeth Mahusay: Sarah and her team truly care about each one of the clients they serve. I have know Sarah for years. She is community minded, servant-hearted, and masterful as a financial planner.

5 /5 Katie Tsutsumi: My husband and I are so grateful for Sarah and her team. They helped us make a plan for the future, invest wisely and helped us understand what retirement could look like. They are also very proactive in shopping for the best rates for all of our insurance. We are so grateful for them!