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Texas FinServ Inc. - Plano (TX)

Address: 🏡 3200 14th St, Plano, TX 75074
Phone : +1 (833) 786-1110

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJI24mov4lTIYRHgQwlPyI80o

Others Near Plano,TX

  • Best 2 Tax Service & Accounting in Plano, TX

    09-2025 Texas FinServ Inc. in Best 2 Tax Service & Accounting in Plano, TX
    • Transamerica Financial Advisors - Plano
    Dana Gonzalez: I have had an absolute horrible experience with Transamerica after the passing of my mom. My other siblings got their check but I did not so I contacted them. At that time I was told that all of my paperwork was in good order and I would receive a check in 5-7 days. It’s been a month and nothing. I have called numerous times and get a song and dance. Customer service really cannot tell you anything except what’s in their computer. They told me a processing team was reviewing my case and that someone would call me in two days. No one called then I called again. I was told someone would call me in two hours no one called I’ve held for supervisors. They never get on the phone. I’ve been told supervisors will call me. No one ever calls me. I just get a run around all the time and all of us has beneficiaries. Get the same thing with 10% tax worth health yet it’s one lie after another and still no check and no one will call me to tell me what’s happening today they said that the taxes were being calculated which is not true. We all get the same thing and they’ve already gotten their check. It’s a horrible experience after the passing of my mom. The customer service is absolutely horrible and I would never recommend Transamerica to anyone. My dad would be so upset if you were alive today don’t buy anything from them. Your descendants will not be treated kindly.
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    Gary Northcutt: Great insights even in troubling times. Steve and his crew take care of any anxiety that I have about the market. If you want someone else to worry about and properly manage your money, THIS IS THE PLACE!!
    Symphony Wealth Group - Plano
    Joseph Alexander: Symphony Wealth Group is the real deal. Their team combines deep financial expertise with genuine care for their clients. What impressed me most is their ability to take complex, high-stakes financial decisions and turn them into clear, confident, values-driven strategies. They don’t just manage money — they help you align your wealth with what matters most in your life. Whether youre navigating a liquidity event, thinking about long-term family legacy, or just trying to get clarity around your next move, the advisors at Symphony are thoughtful, strategic, and remarkably human.
    Wealthstar Advisors - Plano
    An Kur: I was with them for about 7 years. During which time all I gained was a pathetic 3%. Tom and Rick are fine gentlemen but their strategy was an abject failure for my objectives, which I kept very modest. I had to disengage.
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    Stephanie ODell: Everyone on staff is very helpful and knowledgeable.
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