Toledo Finance - Victoria (TX)

Brian Meskauskis Amazing team at Archer Investment management! We have been with Richard and team (Emily) for 5+ years now managing our portfolio, investment, tax ideas and guidance. They are the best at what they do & are our partners in getting to our North Star goals! We love them! Brian & Katrina

Rosy Collaso Loveeee coming to this location because the staff is simply amazing, and always provide the best customer support. I have been a customer with Letty for 5+ years and she has always been kind and helpful. Toledo has been amazing in times that I have needed it the most! Thank you!

Marty Baecker Zach has always been extremely helpful with every phase of our financial planning from the very beginning. And always has our best interests in mind. Very much recommend him and his services to anyone

K Campbell Phil was so patient with my incessant questions about setting up a trust and even explained things in a manner in which even I could understand! Setting this up for us haven given my husband and I such a sense of peace i.e. having things in order! I highly recommend!

Norma Jean Araceli has great customer service. I recommend her/regional finance if you need a personal loan

Kristen Liskey Love Amy and Wendy at Sage Investments! They are kind, knowledgeable and professional. They were responsive to my concerns and went above and beyond to help my family and me.

Oni K Great service, thank you.