The Legacy Group - UBS Financial Services Inc. - Plano (TX)

Cassie Whisenant I have been using this bank since I moved to north Texas in 2007. They have always given excellent customer service. I have had my account compromised a few years ago, and the bank has always had my back. There was no headache as far as the banks end. The employees always have a smile. I don’t think I have ever had an error on my statement. I am very happy with them and plan to continue to use them as my personal bank.

Michael Rizzo Bianca is absolutely awesome. She always takes care of me when I come in and helped get my daughter’s credit going! Absolutely the best customer service you’ll ever get!

David Gorham Highly recommended

Caitlyn Moser Amazing service as always I wish I lived closer because they are always the easiest to deposit.

Sal Valenzuela JNell is so friendly and she makes us feel so at home, relaxed and comfortable, she knows what she is doing and explains everything to us, she is one smart lady and as long as she is there we will continue to have her do our taxes

Julie McDonough My husband and I have been working with Neil for over a year. We are very pleased with the establishment of a financial plan that fits our current needs and future growth. We have 24/7 access to our portfolio to see growth, projections, and so much more. In addition, Neil is very prompt with his responses to our questions and concerns. Neil’s approach to financial planning is straightforward and he is very attentive to details. He takes the time to know our personal details and engage in meaningful discussion. He provides many scenarios and works with us to make the decisions that are right for us. We enjoy the monthly status updates and timely articles relevant to financial planning and investing that we receive. In addition, Neil meets with us quarterly to discuss our portfolio and provide opportunities to make changes and update our plan. We highly recommend Neil and his firm, Krishna Wealth Planning.

Erik Brown Great place and helpful advisors! Scheduling an appointment was very easy. The advisor I met with was very knowledgeable and helpful, but also not pushy in any way. Their app is very useful as well, and allows me to get insights at anytime and transfer in and out with no hassle whatsoever.