Wellington State Bank - Memphis (TX)

Sara Heald April leads an organized and skillful office to help with your financial planning needs. She constantly educates herself and team to understand the most up to date best practices in the world of financial planning. Would recommend.

L S Worst bank and customer service. Unprofessional.

TK Campbell We havent had a financial planning advisor before, but we shouldve teamed up with 49 Financial a long time ago! Truly a different kind of company-- integrity and a true desire to put our interests first. They spent a long time listening to us talk about our needs and wants and then telling us how they can assist us get to the goal line! Dean Dillenberg really impressed us with his professionalism and knowledge, and his co-worker Liv Shin is enthusiastic and eager to help us find the right investment options. We would highly recommend you give them a call.

UofH Cougar Retirement account fees have gone up since 2013, and the financial advisor conveniently failed to alert me to this - I had to discover it on my own. Their high retirement account management fees can add up to tens of thousands of dollars (or more) in loss of future growth if you dont plan to retire for many years. Also, anytime you have a managed account, those funds are invested in Bank of America & Merrill lynch related holdings like Blackrock instead of elsewhere where they could possibly have more growth. Do your homework and check the fees they are charging.

Adrian Thomas I just gas my check here. They cool and chill

jyngerrootz Experienced excellent customer service and easy management skills from Jora. I was impressed how easy application was and how fast I received the funds. They have a schedule of payments that fit my budget and needs. Recommend you try Jora today!