Waddell & Reed, Inc. Financial Advisor Mark Chavez - Corpus Christi (TX)

Megan Hesteande As our family navigates the incredibly difficult and emotional journey of saying goodbye to my grandfather, we have been blessed with the compassionate, skilled, and truly extraordinary care of Jeremy. Words can hardly express how grateful we are for everything he has done. Jeremy has not only provided perfect medical care—meticulously attending to every detail of my grandpa’s health and comfort—but he has also brought kindness, patience, and humanity to every moment. His calm presence, gentle demeanor, and deep respect for my grandfather have made all the difference in this chapter of our lives. He treats my grandpa not just as a patient, but as a person—with dignity, empathy, and genuine warmth. Thank you, Jeremy, for being the kind of caregiver that every family hopes for

Noe Rodriguez Desiree Guerra are financial advisor was very helpful, and nice. With explaining the process in details and making sure we understand the process. Awesome customer service. Definitely worth becoming a member with them.

Will Niggemeyer Great customer service

MB Ive had a great experience with IMG Financial Services. Nick Baker and Zach Short have been incredibly helpful, professional, and attentive throughout the entire process. What really stands out is how much they genuinely care about me and my family—not just financially, but personally. I trust them to have our best interests at heart.

Laura Gregory We have used Helen Thornton for many years.My Mom introduced us to her after Mom used Helen for MANY years prior to Moms death.Helen is super,very caring,and very knowledgable(spelling?)You wont regret working with her!!

Elyssia Garcia File with them patient kind and very helpful