Keywords: establishment,finance,point_of_interest

Envision Financial Solutions - Lewisville (TX)

Address: 🏡 2785 Rockbrook Dr # 304, Lewisville, TX 75067
Phone : +1 (469) 682-8472

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ90DuiQEvTIYRLSJ79d2YEDo

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    Kelly Wang: I went to the Lewisville office of Truist Bank at 729 Hebron Pkwy today because I needed to get a payoff document notarized because I was having trouble getting a paper title at the DMV. However, the notary was on vacation. However, Sharon Taylor assisted me in locating another Truist bank has a notary , and she even called the loan department to inquire and clarify what was happening as well as the following steps. She was really courteous and professional! It was a really appreciative experience! I was truly grateful for what Sharon had done for us. Once again, thank you!
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    Krissy pitts: These ladies go out of their way to provide and promote a positive work environment. I unexpectedly came across the location about a year ago and haven’t regretted a moment since. Always pleasant enough to get the job done efficiently. I could go through the staff and name reasons behind why I think each are amazing (including the one gentleman) . Thank you pls for always providing me amazing service for months and doing so in ways I wish a lot of places would follow! You all rock, the entire team . GIVE THEM A BONUS !
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    personal business: I give this location a 5 because 1 apple doesnt spoil a tree. Yes I can agree that it isnt perfect but I was very impressed with Lucia ,Christian,Alexandria and a couple others. These three Representatives of the branch go above and beyond. They all have taught me something new about the app, banking, credit card, even multi ways to activate a card. I was most appreciative when Alexandria made it easy for me to accomplish multiple transactions even tho I didnt complete a step prior to arrival, the same with Christian creating a safe space to ask questions with no judgement for my loved ones opening accounts and Lucia going the extra step to make sure the ATM is working, even while in the rain .. I cant say mistakes cant happen and other folks experience arent accurate, what I will say is what I have experience is if I bring something to their attention and its legally allowed(because of course they dont own the bank they just work there as physical beings trying to assist account holders) they always go above and beyond to effectively provide positive results. Lucia does an excellent job as a Manager for a financial facility and treats people with care and respect. I appreciate her work ethic. Definitely are the reason I havent quit this banking system and even told others to join.
    Ray Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC - Lewisville
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