Find the Best 15 Finance services in McKinney, TX

Kylie Nutting I had a fantastic experience working with Lucinda and Brad. They are incredibly knowledgeable, efficient, and well-organized. Their expertise made the process smooth and stress-free, and they handled all of my financial needs with care and professionalism. I highly recommend them.

Yahoo Having spent the better part of the last 3 year with Bob, I can tell you that he is a genuine person and has your best interests in mind. It takes someone who is knowledgeable, has a passion for finances, and thinks outside of the box to achieve tangible financial success. He has done that for me. I consider him a friend who truly values my time, family, and accomplishments - in both business as well as personal endeavors.

Blanca isela Dives García Thank you for everything you all do and help specially in this financial problem

Tania Chevalier Cara McClain and the team at Valliance Bank McKinney are by far the best to work with for any small business. From day-to-day banking to commercial loans, they have always hit the mark for our business and for our physician clients. If you are a local small business and you arent banking here, you are missing out on a red carpet experience!

Prasad Shank A Lifesaver When I Needed It Most — Thank You, Mr. Shawn and FRS Credit I was going through a very difficult time dealing with the Monterey County Department of Child Support Services (MCDCSS). They had only given me one screenshot and one draft, and refused to release the audit logs or full details about the credit reporting corrections I requested. As someone representing myself in court—with limited English and no legal background—I had already filed multiple motions and was struggling to understand what was really happening. That’s when someone like an angel from the sky appeared—Mr. Shawn from FRS Credit. I explained my situation, and within just one phone call, he listened patiently and immediately identified the core issue. In one clear sentence, he told me: "MCDCSS has not fixed your credit history or report." That insight changed everything for me. I am beyond grateful. Mr. Shawn was kind, respectful, and deeply understanding of my challenges—especially as someone from India navigating a complex system. He never judged me for my English, and he treated me with the kind of care and professionalism you don’t find easily. And the best part? He did all of this without charging me a single dollar. I wholeheartedly recommend Mr. Shawn and FRS Credit to anyone who needs help with their credit report. He is knowledgeable, compassionate, and genuinely wants to help people. If you need guidance—he’s the person you want in your corner.

Kasi Bergeron Keim The team at Global Integrity Finance are super easy to deal with and work hard to get you funded. They provide great customer service and are always available when I need them. I have enjoyed working with Toby and all the people over there.

Elite Nurse Aide Training Ryan and Sharon are the absolute BEST. They exceeded all my expectations when educating me on financial planning. As an inexperienced investor, they were able to answer all my questions and allowed me to voice questions and concerns without judgement. This was not the case with previous companies. If you want security and peace of mind, they are the ones for you.

Pia Lucero Wendall is a terrific financial planner. He listens to you, doesn’t rush you, has amazing follow through and is genuinely honest and trustworthy. I’d highly recommend him no matter what stage of life you are in for you financial needs. He’s goes above and beyond to help his clients as I’ve seen first hand during this crazy season we are in.

Taylor Craig Mrs.Teresa being recommended to me was the best thing ever.She is very knowledgeable with her business and never left a question unanswered. She helped us with everything beginning to end with starting our business and we are very grateful. And also this will be my second year filing taxes with Fierce FInancial Planning Services and I love it here!

Ashley Bonds They said I was approved for a loan. I submitted additional information and they come back and said with my additional income I have a negative budget which makes no sense. These people are dishonest, don’t know what they are doing and are not properly trained in customer service. I would not recommend getting a loan though them as they will run your credit 2 to 3 times and offer to help dispute the inquiries only to not be of assistance at all.

Chere Garner Liz went above and beyond for me…even though we were right up on closing time. A+ customer service. Thanks

Darrell Langford Great experience. Trevor and the team handled our loan with ease and professionalism. Will use them again.

Barbara White Thank you Steve Shelvey for being our advisor with Trajan Wealth. He has been very helpful with explaining the plans and investments for our future investments. He is very knowledgeable and listened to our desires regarding our future. Looking forward to seeing growth in our future.

Kerry Cassuto I’ve been working with Sarah Marshall and Cristi Jo with Texans Wealth Management for over 15 years, and I can honestly say the experience has been exceptional. From the beginning, they have taken the time to truly understand my goals and have consistently provided sound, personalized financial advice. What I value most is their trustworthiness and clear communication — I always feel informed and confident about my financial decisions. Over the years, Sarah has guided me through retirement planning / investments / major life changes, always explaining options in a way that’s easy to understand. Beyond their expertise, they are approachable, responsive, and genuinely care about their clients’ long-term success. I feel fortunate to have such a dependable partner in managing my finances and would wholeheartedly recommend Sarah Marshall to anyone looking for a knowledgeable and reliable financial advisor.