World Finance - Pasadena (TX)

Anna Withers Been with them for many years, tried another bank and came back.

Nicole Griffin I hired Linda to file my LLC, handle bookkeeping, and file my taxes for my new business. Since March 2024, Ive paid her over $780, including $500 to file my LLC. Despite repeated weekly assurances, and me having to initiate ALL communication, after nine weeks, I discovered from the state secretary that my LLC was never even filed. Part of that $500 was also for obtaining an EIN number. Despite multiple attempts on my part to follow up, she assured me she would provide it “the next day”, but she never did. I ended up filing it myself, which only took seconds. I cant imagine how long the process would take if I relied on her for tax purposes. Now, Im disputing the charges with my bank. This company is dishonest and unreliable. Linda lacks professionalism, effective communication, and she has demonstrated dishonest actions. DO NOT USE LS Financial services!!

Joe Flores Live Oak Investors has been an outstanding partner in financial planning and investments. The team is knowledgeable, transparent, and always puts clients’ best interests first. They provide options clearly and provide personalized strategies that give me confidence in my financial future. Highly recommend for anyone seeking trustworthy wealth management!

Carrie Hart Emily is always willing to help and make sure we are getting the best rates. The best customer service that I’ve received in a very long time. She takes pride in her job and clients. I’m proud to know that there are still good companies that put the client first. She treats you like family and makes sure you have all the help you need on every claim and question you have. She goes above and beyond with her customer service. She will always make sure you have the best rates and service.

Kyle Hellinger Jolynn was awesome to work with, I would highly recommend her to others! She will get you well taken care of with your home buying experience.

Rofik I found the perfect life insurance policy thanks to Summit Financial Advisors. The staff is friendly, and they really take the time to explain everything.