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Edward Jones - Financial Advisor: John Taylor - Temple (TX)

Address: šŸ” 100 Kasberg Dr B, Temple, TX 76502
Phone : +1
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJqag_nPhrRYYRGZOSYfJbbsg

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Rick S: Since retiring in 2017, Lance and Esty have been very professional and enjoyable to do business with. Lance makes time to meet with us when needed and calls just to check if we have any questions/concerns as the markets fluctuate. Our investments and retirement goals are in good hands with Lance Cox.
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Scott & White Employees Credit Union
Judy Barber: I would like to give a shout out to teller Morgan. I was in the Credit Union this afternoon. All of the tellers were busy helping customers. When it was my turn she asked if she could help me. I explained I needed help with my Home Banking app but I was frustrated because I had not been able to figure it out myself. She was so kind and patient as I explained the problem. She said ā€œlots of customers need helpā€. It made me feel a whole lot better. She showed me step by step how to fix the problem. She was so patient as I tried to get my 80 year old fingers to push the correct buttons on my phone. We got the problem solved and I was on my way. Morgan’s skill and helpfulness is a perfect example of excellent customer service. SWECU is fortunate to have Morgan represent them. Judy Barber 08-04-2025
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