Walter J. Reyna, Inc - McAllen (TX)

Tracey Meinzer Filbeck Vance and his team are proactive in their wealth management services and easily accessible for unexpected financial questions. It is reassuring to know that YDF is a phone call away to serve my familys needs.

Andres Rocha The ladies are great they will help you as much as they can to get your business so I highly recommend this place Ive been a customer and Im so satisfied

Douglas Hansen The man has done my taxes for years hes efficent and has helped me with some out of state issues from traveling for work.

Kevin Taylor I have used Taylor Hodges for investing for several years and appreciate his knowledge & advice in the markets. I trust him and value his opinion. Hes got an old school work ethic along with a bright personality. He likes to win; hes the type person I like to partner with.

K Lewis Registered and funded an account online since there isnt a branch in my state. Truist closed the account two days later. Contacted customer service to find out why and was told I needed to visit a branch to provide identification. I again explained Im no where near a branch and asked if there was an alternate method to verify ID. To send via email, document upload, etc. The representative stated no, the only way to verify identification is at a branch. When I asked about my funds in the account, she said she didnt see any money. I corrected her immediately and told her "SunTrust" debited the funds because its on my bank statement. Trust purchased SunTrust and clearly hasnt updated the name but the money left my account. Navy Federal also confirmed Truist withdrew the funds. Trust continued to say they didnt receive any funds and they couldnt reopen the accounts. So I filed a fraud dispute with Navy Federal against Truist.