Keywords: establishment,finance,point_of_interest

Edward Jones - Financial Advisor: Walter D Ashby, AAMS® - McKinney (TX)

Address: 🏡 6951 Virginia Pkwy Suite 300, McKinney, TX 75071
Phone : +1 (972) 569-8852

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ7yiKD7MVTIYRSHhAo1yw94U

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Masoud Rahman: Great services on financial advising. Mehdi is knowledgeable, friendly, and patiently answers questions.
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Juan Posada: Grace and I met Mark over five years ago. Mark consolidated our various investment accounts to make them easily accessible upon my retirement. He worked with us to attain a retirement portfolio that suited our needs. I retired this June and we could not be more pleased with Marks financial advice and support. Mark is always available to discuss and answer questions. He makes the drive from Dallas to Georgetown regularly to meet in person which I highly value. I enthusiastically recommend Mark Stoecker to anyone who is looking for a financial advisor who really cares about you and your future.
Peak American Financial Group - Plano
Nathan Duncan: Crystal is great at what she does. I had the opportunity to get a few questioned answered and some sound feedback provided. She was patient, understanding and more than willing to answer any and all of my questions. Peak American Financial Group, you have a good one on your hands. Thank again Crystal!
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Bryan Jamison: Alicia was very helpful with my request.
Griggs Financial, LLC - Plano
Todd G Rohm: This is my 3rd year using Griggs for my taxes. The first two years I had a great experience: quick return time in tax prep, I felt informed, my phone calls were quickly returned, etc. However, this year has been the complete opposite. Customer service has taken a drastic change for the worse. Its May 10 and I still havent received my state tax return. I have called SEVERAL times in the past month and a half and never once received a call back. I have emailed two or three times and not heard back. I dont mind paying $1400 to have my taxes done professionally when its too notch service. But this is a complete disaster and I do NOT recommend Griggs for tax services. I am not one who typically leaves bad reviews but I am extremely frustrated with my experience and lack of service.
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Wes Larimore: We highly recommend Cody. We have used Cody at Steadfast Wealth Planning for many years. We have found Cody to be very professional; he takes the time to educate and explain to us why he is making the recommendations that he is. If were not able to meet in person, setting up a zoom is always an option. He is approachable, educated, has integrity and just an all-around nice guy.
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