Top 15 Financial Advisors in Beaumont, TX

caden swain Edit: rave reached out to me and apologized for the oversight. Very professional and apologetic. They got my card working again. Revised from 1 star to 4. Original post: Terrible bank. My account got restricted from a nsf fee. I paid the fee in person plus some extra and was told the account would be unlocked immediately. I go to draw out cash after my check dropped and was unable to due to the account still being restricted. There is no way to get emergency cash if need be. My money is being held hostage. There’s no support after hours.. I reccomend neches or some other financial institution.

Erika Morris Been a member for over 10 years. The tellers are not friendly and they are super slow. Save yourself some time and aggravation and go to the Delaware branch. *UPDATE on my previous review. The Treadway branch has really upped their game! All the ladies are helpful and make me feel welcome when I come in. Good job!! I would definitely recommend this branch!

Alexander Fernandez Alicia,at Beaumont branch,is totally the best.Explained every detail to me and was very helpful. Looking forward to the next experience with OneMain. Thank you!

Cindylou Powell Speak to Ben Terry about all your investing needs he is very kind, understanding and speaks in a way anyone can understand I highly recommend him

Peter Cass Great company. Ryan Harkey came highly reccommended. He is very professional, personable, and knowlegable. He was invaluable helping me with a complicated return for multiple businesses and multiple business transactions.

Emily Williams Nancy Zepeda is incredible! We are first time homebuyers and Nancy made the process so much easier than I expected it to be. She was incredibly patient with me and answered every little question I had for her in a timely manner. I’m so grateful for her and her team through this process. I highly recommend Nancy.

Shamica Breaux Love them the best financial credit Union I have been in a long time

Brian Tabor Steven is really great at what he does. He is also a great person. Thank you.

Ken J Great financial advisors to have help out a lot and I learn lot from and very professional place to. I will recommend to anyone they need financial advice

Donna Gatlin Personable, knowledgeable and Im looking forward to my problem being solved.

Rebekah Herzberg The app hardly ever works. I am always having to close in and out of it. The customer service here isnt too terrible but they seem to neglect to tell you important information. I had to wait an entire year to get my tax return from 2022 because they fail to tell you that for direct deposit there is a completely different number. Now I am having to do the same exact thing because I put what was exactly in my account and routing information in the app. If you guys are going to have a different number for direct deposit then why not include it under account details in the app? I had issues getting my work checks too because of this. When I go in to speak to people about this and finding out why my checks and tax returns were rejected that not once told me that I had to use a different number that was never provided. I had to call the 800 number to be given this number and information when I shouldnt have to do that. The people inside the bank should have given this number. This created so much emotional stress for me. Hope you guys fix this problem.

manuel savala Alicia was great. She made everything so easy.

Deb Tx Erik and his team are the best solidified coworkers! Every one of them have the same passion as Erik for getting correct information quickly. They all care about our personal wellbeing as much as they care about taking care of our financials. We highly recommend them!