Keywords: establishment,finance,point_of_interest

James West, CFP, ChFC - UBS Financial Services Inc. - College Station (TX)

Address: 🏡 175 Century Square Dr Ste 300 Suite 300, College Station, TX 77840
Phone : +1 (979) 774-8342
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJcaw9fPiDRoYRaSaLS-j0r14

Others Near College Station,TX

Truist - College Station
Will Sinclair: This review is for Danielle Fifer our mortgage loan specialist. When we decided to buy a home we found Danielle to be extraordinarily helpful throughout the mortgage process. Our case was difficult to say the least and Danielle worked with tenacity and professionalism in order to help us realize our dream of home ownership. She was diligent, patient, honest, and easy to get in touch with when we had questions. Her work helped us secure our wonderful home and I hope she can help you do the same.
Truist - College Station
Truist
Nick: I have had an extremely positive experience with BB&T and the banker, Manny Muñiz. Manny is very professional, patient, friendly, and responsive. If possible, I will give them more than five stars because of Manny’s services.
Traditions Wealth Advisors - College Station
Capital Farm Credit, Corporate Headquarters - College Station
Edward Jones - Financial Advisor: Joshua L Landman, CFP®|ChFC®|ABFP®|AAMS®|ADPA®|CRPC™|CRPS™|CKA® - College Station
Jeff R: Ive been working with Josh for a little over two years now and I have to admit I am very happy with him. He is knowledgeable and always willing to take time to explain what Edward Jones is doing with my retirement and investments. Hes patient and always helpful. I highly recommend him to anyone looking to have someone help them with their retirement and invest their money toward the future. My thanks goes out to him for all his time, patience and help.
Student Organization Finance Center (SOFC) - Texas A&M Department of Student Activities - College Station
Charles Schwab - College Station
Edward Jones - Financial Advisor: Lucas Coffey, CFP®|ChFC®|ABFP®|AAMS®|CRPC™ - College Station
Ken and Danielle Dawson: We have been working with Lucas for a few years now. He has helped us with our retirement investments and life insurance needs. He has been so professional, diligent, warm and helpful! We greatly value his expertise and desire to help us make the most of our finances! We HIGHLY recommend choosing to work with Lucas!
Merrill Lynch Wealth Management - College Station
Tower Loan - College Station
ariel arias: when i showed up to get a loan i was greeted with kindness, and was helped immediately, after i explained my situation they walked me through the process step by step and shown me what i was approved for. They were very patient, helpful and they got me out of the situation that i was in. By all means the best experiences that i’ve ever had, all the other places i went to get a loan i was given a hard time and was never helped out. Glad i was able to find this place definitely will be reaching out to these people again !