Texas First Bank - Galveston (TX)

Antonio Gonzales Never have money in the atm UPDATE now they do

Kimberly Harville I was dreading filing my 2024 taxes because I was certain I was going to owe. I spoke with a few different tax professionals, but none of them gave me much confidence, until I connected with Saige. She took the time to understand my situation, and for the first time, I felt like I was in good hands. Not only did I end up not owing, but she even got me a small refund back. And she did it the right way, no shady shortcuts that risk triggering audits down the line. On top of that, she helped me sort out a previous tax issue where I owed over $12,000 due to circumstances outside of my control. She made a stressful situation feel manageable and took care of everything with professionalism and care. Highly recommend Saige for any and all tax needs. She’s knowledgeable, thorough, and genuinely cares about helping her clients.

Jesus ortegon Extremely friendly and helpful throughout the process. They greet you with a smile every time you walk in through the door.

Anthony Buttitta Ryan has always made me money! Has a very diverse knowledge in various investment opportunities, always available when you call and definitely shows a passion for his clients financial well being and their future! Highly recommend Ryan for all financial planning activities.

Marisa Flores I have always had an exceptional experience with Adrian. He is consistently helpful, solutions-oriented, and ensures all my questions are answered. However, I recently had an encounter with another representative who, unfortunately, was extremely rude. She has medium-long black hair, glasses, and a mole on her chin. The interaction was unlike anything I have experienced before. Given my positive experiences with Adrian, I prefer to work with him exclusively. My manager and I both give only Adrian a well-deserved five-star rating!

Brian Muirhead Luminate-Ameriprise provides me the highest quality research, analysis, planning, and safety. I am treated as a unique individual and my needs and desires are closely ascribed to. My team at Luminate put me first.