Keywords: establishment,finance,point_of_interest

Michael Evans, CFP, CSA | Legacy Group - Tyler (TX)

Address: 🏡 909 E SE Loop 323 Suite 210, Tyler, TX 75701
Phone : +1 (903) 534-4900

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJf3hDY2jMSYYR6XTTsQGMB9I

Others Near Tyler,TX

Feliciano Financial Group - Tyler
Beth Page: I had the pleasure of visiting with Stacy Hayes today regarding many questions I had in regards to retirement options, after life decision, etc. etc. She was amazing! I was so impressed with your whole organization and she made me feel like I mattered. She cared enough to take time to listen to my needs and help me find a comfortable avenue to go down that would alleviate the stress of wondering if I made the right decision. Im so grateful to her and wanted to express my gratitude! Great employee, Great person, Great Advisor. Thank you can not express my gratitude. I hope you know how lucky you are to have her on your team. Beth Page New Client
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Matt R: I met with Joseph to roll over my 401(k) from a prior employer to LPL and the process was so simple and easy to do. Joseph was very knowledgeable and helpful - thank you Joseph!
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Judy: Our years of association with James and his associates has been nothing other than positive. They do the homework for us in regard to investing and assist in carrying out the process.
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Jodi A: I’m so glad I found Flor! She was super friendly and made me feel completely comfortable throughout the whole process. I came in feeling a bit stressed after not having the best experience at H&R Block, but working with her was such so nice. She explained everything in a way that made sense, didn’t rush me, and actually helped me get everything done that same day. I left feeling relieved and confident. Highly recommend if you want someone who actually takes the time to help and treats you like a real person.
Hodges Financial Services - Tyler
Kevin Taylor: I have used Taylor Hodges for investing for several years and appreciate his knowledge & advice in the markets. I trust him and value his opinion. Hes got an old school work ethic along with a bright personality. He likes to win; hes the type person I like to partner with.
Cardinal Financial- Tyler Texas - Tyler
Melissa Fielding: I originally went with with a “Big” bank for my first mortgage. 36 hours before closing, that bank decided to back track on the loan and Cardinal (Hillary Bryand) saved the day. I was able to transfer all of my paperwork and close within 2 weeks with my same rate and lower closing cost. I wished I would have picked them 1st, but I trusted the bank I had been with for years. I’m so glad that I found Hillary and the Cardinal team.
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Matt Rowley: Byron and his great team take the time to listen and ensure things are done the right way. Its great to work with a professional who knows how to provide the right balance of safety and growth. If youre considering meeting with Byron, do it!!! His no pressure style and expertise are a breath of fresh air compared to the high pressure you see most places.
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YG21 THEGAMER: Good place 100
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