Top 5 Financial Advisors in San Marcos, TX

K.S. Stokes Bri was fantastic, her and Julie was a terrific helper and I had the best experience! Highly recommend

Kyle Patton Very courteous and respectful, not pushy and they make sure that its set up before you even come in, so you know how much you are approved for and how much it will be. 10 out of 10! Crystal Sepeda was awesome, friendly, and professional!

Jerry Longoria Very very professional Yolanda and all the staff very professional will deal with them as longest I can and recommend all my friends thanks alot

BARTU I recently had the pleasure of working with Thaddeus, and I must say that his service was nothing short of fantastic. Thad is a true professional who possesses a wealth of expert knowledge in his field. Throughout our interactions, Thaddeus demonstrated a remarkable ability to listen to my concerns and goals, and then craft customized solutions that were tailored to my specific needs. He took the time to explain complex financial concepts in a way that was easy to understand, and was always available to answer any questions I had. Thaddeus attention to detail and commitment to excellence is evident in everything he does. I was impressed by his thoroughness and dedication to ensuring that I had a comprehensive understanding of the options available to me. His guidance was invaluable, and I feel much more confident and secure about my financial future as a result of his expertise. Overall, I would highly recommend Thaddeus Watkins to anyone in need of financial planning or investment advice. He is a consummate professional who truly cares about his clients, and his expert knowledge and exceptional service are simply unparalleled

CIndy Wonch Did not disclose all lending requirements. Accepted agreed upon payment then demanded more money. They refused to refund the agreed upon payment stating it was not refundable after it was received. The non refundable policy was NOT in the original sign agreement