Timothy Holt - UBS Financial Services Inc. - Beaumont (TX)

Jason Partney Shawn was great to talk to and really helped us put our financial house in order. I would recommend anyone who needs financial advice, not only with asset management but also how to efficiently minimize your debts, to give him a call. We will be with him for years to come!

LaToya Taylor Leticia Hernandez assisted me today and she was such a pleasure to deal with. She made the process so easy. She was very friendly and I appreciate her so much. Thanks Leticia!

Terry Jean Quick and easy! Stacy was very helpful and really great to work with

Carolyn Kelley Everyone at Hybrid Financial is beyond friendly and helpful. They truly take the time to help you understand your Financial situation and all the different options available for growth and security. I have sincerely enjoyed the feeling of family that they create with all the different client centered events that they sponsor. We have met some incredible people at these events and have thoroughly enjoyed them. Most of all, after 36 years of investing for my future, I finally have a group that I believe really care about me and want the best for my retirement years. Thank you Rocky and gang!!!

Judy Barber I would like to give a shout out to teller Morgan. I was in the Credit Union this afternoon. All of the tellers were busy helping customers. When it was my turn she asked if she could help me. I explained I needed help with my Home Banking app but I was frustrated because I had not been able to figure it out myself. She was so kind and patient as I explained the problem. She said “lots of customers need help”. It made me feel a whole lot better. She showed me step by step how to fix the problem. She was so patient as I tried to get my 80 year old fingers to push the correct buttons on my phone. We got the problem solved and I was on my way. Morgan’s skill and helpfulness is a perfect example of excellent customer service. SWECU is fortunate to have Morgan represent them. Judy Barber 08-04-2025

Lori Wendel Courtney made everything so easy getting a new policy. It was fast, seamless, she communicated everything wonderfully, and she made sure I was getting the best deal for what I needed. I would highly recommend her for any of your insurance needs! She clearly makes sure her customers are well taken care of. I will definitely be going through her for all of my insurance needs.

Crystal Dunn Update September 2023: I have continued to work with Ms Felicia for the past 2 years as I’ve gotten my business off the ground . She has been a Tremendous asset. Just recently, Mrs Felicia helped my business obtain a biz loan in the about of $75k. The process was so easily because I had been following her lead and guidance for the beginning. If you are in business and are seeking a consult, Mrs. Felicia should definitely be considered. She is amazing and very educated! Moore Financial services is amazing! Felicia provided me with invaluable information that has contributed to the ongoing success of by business. She is VERY knowledgeable in her field and her resources are phenomenal! I highly recommend this company if you are starting a business, rebranding or simply want to make sure that your business is setup properly.

jay reyna I was referred here for a loan from my dad. I talked with a nice lady called Maritza and she helped me set up a loan that I needed and didnt take long. I took all the paperwork before and I got the information going very quickly. She greeted me and helped me from beginning to end and I was extremely satisfied!! Perfect score.

Damon Meeks Paul Matatall is the financial advisor that I turn to to assist my family with its financial needs. He is responsive, attentive, and he helps each person tailor a plan to their needs.