Wellshire Financial Services - Fort Worth (TX)

Trinity Valley SBDC Very knowledgeable, helpful and a pleasure to work with.

abel munoz The best investment firm

Christi Harris I grew up on Anson and kept an account at this bank for years. Then, later on when service declined in large banks in the Dallas Metroplex I opened an account. It is amazing the difference in their customer service than any I deal with anywhere. In fact, you can get immediate help when you call. If you are tired of what we think of as normal in the city ... there is nothing like this bank and the owners and staff. It is a great find, and a fabulous bank.

Garland I have been a client of Dan Dillards even before he started NEST Financial. What originally drew me to him for financial advice was his emphasis on educating people and potential clients. He brought in various speakers to his public sessions and helped people get the facts. And even after forming NEST Financial, he still excels at helping people become educated on financial issues. He now holds video conferences to communicate with his clients or other people on a regular basis. The NEST Team (Dan, Gloria and Sean) work together very well and each person brings a set of skills the mesh together for the client. I have had the pleasure of talking and working with each of them at various times. I like the fact that they keep on the forefront of what is going on in the investment and financial world. When I first came to Dan, he helped me invest old 401Ks (that were consistently losing money) into worthwhile financial investments that turned my situation around. He has helped me with insurance and diversifying my investments... including investments outside the stock market. I have learned a tremendous amount from Dan over the years. And with the current team at NEST with Dan, Gloria and Sean and the work they have done to become associated with Folio, it seems like they are headed for even bigger and better things in the future. I have nothing but compliments for the NEST team... they listen to their clients... they are responsive to their clients for getting things done, never pushy and I feel like they give me advice based on what they truly think is in my best interest.

Brandi Bailey Rebecca is amazing, and very committed to her clients individual needs and goals. She goes above and beyond with presenting a variety of options to meet client needs, and works hard to give the very best outcomes for everyone that she works with. She is well-informed and so easy to talk with about finances and life goals. Shes truly the best!

D G I moved to Texas City 10 years ago and done all my vehicle registration and title transfers myself over 20 years and this place is by far the best and fastest place Ive been to in over 20 years I promise Im never in there no more then 15 20 minutes and Im walking out with my fresh paperwork on my hands guaranteed. The staff there is always helpful with you and your paperwork and will help you correct any mistakes on the spot so you wont have to leave empty handed unlike in Houston they will tell you that you didnt do something right and dismiss you and say next calling on the next person leaving you clueless on what to do next and you will have to go figure out whats wrong on your own but their nothing like that here in Texas City their very helpful and patient as well

Melody Haines Sharon is the best. Ive had 4-5 loans through this location and NEVER had any issues. She even allows me to email her and replies quickly to my requests. Thanks for everything! Im sure Ill be in again before long now that I only have one payment left :)

Celeste M I come here for the business I work for and every single time Jenna and Kara go above and beyond for their customers. Even when Im waiting in line, they are caring, quick, and efficient. Some people hate going to the bank but I always look forward to it because of these sweet ladies!