United Planners Financial Services - Amarillo (TX)

Diana leard This does not have money transfer at this Circle K dont bother to come here

Katie Bonnell So I went in today to open a bank account. I was able to do mine with the manager of the facility. Instead of focusing on what we were doing she was helping everyone else then gradually getting back to what we were working on. Then towards that end after I done stayed that Im not familiar with this bank I really wasnt given any information everything was speed through. No information about online banking, if there is an mobile app no nothing. Also its not a huge deal or anything but anywhere else would give you a folder of some type to put your paper work in. Here nope your just handed this stack of papers along with little ones that could fly away as soon as you step outside. She really didnt explain everything they had to offer either so it wasnt a pleasant experience. Im not impressed and would not recommend due to poor customer service.

Justin Price Rodger is excellent. His interest is building a relationship with you and offering his advice. My prior financial advisors only mentioned mutual funds and IRAs. I have learned so much from him. My wife and I couldn’t be happier. If we could give 10 stars we would.

Nancy Gathright Daniel was easy to work with and got all accomplished in setting up my new account in short order!

Theo McDonald Clayton is Awesome, explains everything perfectly and guidance was much appreciated.

Leticia Perez Sebastian was really thorough and helpful. He was able to help me get an emergency loan when every other place denied me. He was very empathetic and did everything possible to get me approved. Definitely recommend going to him 100%.