Keywords: establishment,finance,point_of_interest

Merrill Lynch Wealth Management - Amarillo (TX)

Address: 🏡 8101 SW 34th Ave, Amarillo, TX 79121
Phone : +1 (806) 376-4861

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJPy5IWvxOAYcRh_td_3K0Ei0

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    • Security Finance - Amarillo
    Nikki Romero: I honestly love this place. When I messed up my credit in the past, this was the first place that would Give me a second chance and i needed it really bad, they are always so nice and understanding! I recommend it if you think you cant just try. Shout out to Meghan and Ashley, they are really sweet and helpful!
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    Shelby Saul: We recently met with Connor Copley, and what stood out the most was his dedication and integrity. He took time to work outside regular hours with us. He remained professional, courteous, and thorough throughout. We never felt rushed; instead, we felt heard, supported, and confident in our decision. We couldn’t be more appreciative of his outstanding service and personal commitment—and strongly recommend him to anyone seeking knowledgeable, financial guidance.
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    John Kinser: The staff at this location hands down best customer service. Friendly and very kind. They helped me get what I needed and they were fast. This is the place to get a loan. Thank you Regional Finance!!!
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    Steve Adams: Dave Ramsey approved financial planning business. I do too but Im a little prejudice, my mother Charlotte Adams is the owner/president CFP there. Younger brother Matt,a Texas Tech graduate is a CFP there also. Mom will meet with you at no cost the first time while determining your most crucial needs. Dad runs errands to Sams, Office Depot and pays the bills. I did the filing and shredding from 1995 until the economy crashed around 2010. A Christian based business, Dads a retired Church of Christ minister, and my Moms as genuine and sincere as they come.
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    Ambrasia Ledbetter: Jessica Estrada processed my loan quickly and was very patient with me. The ladies are very sweet you can feel the energy through the room.
    Edward Jones - Financial Advisor: Joseph B Peterson Jr, CFP®|ChFC®|CEPA® - Amarillo
    Clint Caldwell: Joseph has been my financial advisor for 10+ years. He has always gone beyond for me and has shown return over anticipated growth. Since starting with Edward Jones in 2007 I have seen many ups and downs in the market. Joseph has walked me through these and really educated me. My money has been able to work harder and I have peace of mind for my retirement and my family. Joseph is a pillar of the community. He has been recognized as a person of the year and over all has fantastic character. I trust Joseph and I highly recommend his service.
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    Melissa Stitz: Hollie Gandy is an outstanding advisor knowledgeable in all things social security, retirement planning and Medicare too!
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