Tim Wilson, CFP, LPL Financial Advisor - Allen (TX)

KekeiMon The entire staff at this location are amazing. Theyre courteous and polite. Ms. DaShelia is the best, she had me in and on Friday (08/15/2025). Thanks ladies. Kristi M.

arika fielding I highly recommend Mike for anyone seeking expert financial advice. He provides me with clear and personalized guidance that has greatly benefited my financial planning. I always look forward to my appointments as it is a joy to be greeted by the friendly staff at his office. I feel confident and secure in my financial future thanks to Mike and his teams excellent service.

Nicole Carnahan My husband and I got a loan through Security Finance and we couldn’t be more happier with their service. Each time we have had any contact with Tabatha or anyone else in the office the experience was always pleasant. The ladies are always so kind and friendly to speak to. Thank you Security Finance!

Angelica Vasquez I had such a great experience working with Isabella at Wellby Credit Union! I was nervous about refinancing, but she made the whole process so easy and comfortable. She was so kind and patient, answered all my questions, and got me a great rate. I’m really grateful for her help!