Sarah Giddings I’ve gone here for years, and I don’t want to ever go anywhere else. I love those girls to death and they always work with me to make sure I stay happy and get the best price! Love it!
Denise Pouchet Top notch guidance, superior experience, thorough, diligent and insightful financial guidance. The entire staff, including the ever supportive Office Coordinator, are exactly who one wants shepherding life events and their ensuing financial implications. Through times of Joy, and times of Sadness, there is no better team to trust with your financial matters.
Chris Corvair Phone support sucks. They dont speak proper english. Told me the call center was based in New York. Lie. It is somewhere overseas.
Waited on hold for 20 minutes only to be told the computer isnt working. Then had to wait on hold another 20 minutes. This place is a joke with clowns for customer service. Go to Bank Of America or Chase bank where you get real english speakers not clowns who cant pronounce english properly.
Matt Cuellar Colleen has been an invaluable partner in helping Nicole and me plan for retirement and our long-term goals. Shes a thoughtful listener, deeply knowledgeable about the market, and consistently helps us stay focused on the big picture—even during turbulent times. Her follow-through is impeccable, her planning is thorough, and we rely on her insight for every major financial decision.