Call Mike with Ricker Retirement Specialists! He knows the retirement planning business very well…read moreand they have great institutional mutual funds, stock funds, and more to help you diversify your retirement savings.

From the owner: At North Texas Wealth Management, we’re more than a financial firm—we’re lifelong partners in…read morehelping you live with purpose and confidence. With over 50 years of experience, we offer personalized, holistic wealth management built around your goals. Clients benefit from proactive planning, disciplined investment strategies, and real-time financial tracking—all delivered with unwavering service and care. Whether you’re navigating retirement, building a legacy, or managing life transitions, our experienced team provides clarity, structure, and confidence every step of the way.

I've been using Steven Dawson's advice since before he began his own business. As we've watched…read morecontinued growth of our investments Steven continually monitors the fund's progress and varies his suggestions based on the current market. As a bonus Steven stays in touch. After I was laid off from my last job, he joined us in continued prayer to overcome that hardship.

I'm a bad client. I communicate with them infrequently and when I do it's always time sensitive…read more I get the same courteous, prompt professional service every time. Stephanie always goes above and beyond. In my most recent transaction, she went even further above and beyond to rectify a problem of someone else's (non- Dawson).

Ryan Aylor is a phenomenal financial advisor and true professional. Dependable, transparent, and…read moreastutely knowledgeable, Ryan has done nothing but exceed my expectations. I feel confident in my portfolio given Ryan's clear understanding of the financial market and investment strategies along with my risk tolerance and personal needs/goals. I highly value his individualized services as he undoubtedly puts in the efforts necessary for providing a calculated, well-informed, well-intentioned approach to my investments.

There is a lot of uncertainty in the market these days and the best move I have made is to put my…read moreIRA and savings in the hands of Brian Hendon at the Edward Jones office on Plano Parkway in Plano. It can take courage to stay in when the bottom drops out the market and Brian guided me through the choppy waters and I'm certainly seeing a great result from the turn around in the market. I just had my annual meeting and he gave me advice on rebalancing my portfolio and worked on future strategies for maximizing my investments within the strategies I'm comfortable with. Brian not only looks at the investments with Edward Jones but he will also take time to look at my 401K and other outside investments. I never feel pressured to dump all my money into one basket. As far as Edward Johns as a company, they are consistently listed high for investor satisfaction and recently were 6th on Fortune's best places to work, so they must be doing something right. You never see them in the news for the wrong reasons. The meetings are never rushed and Marsha, the office manager, is well on the ball by confirming appointments a couple of days in advance, making sure paperwork is ready to sign, and promptly sending out documents that need my attention. If you think it's too late to invest, think again or maybe you don't earn enough to put some away for your future or your current financial advisor isn't giving you the time and attention you deserve, give Brian a call and I'm sure he'll be able to help you and point you in the right direction.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Great Professionals, super customer service!!! Been with Ameriprise for 7+years.Highly recommend…read moreChad Williams.

Great set of gentlemen who absolutely know how to not only sustain your wealth...but also how to…read moregrow your wealth. I am a surgeon with high earning history and potential. I needed well educated and advisors of high expertise that could organize my earnings and investments into easy to understand plans. I also needed advisors to quickly assist me in building my wealth in a way that I can focus on living my life comfortably outside of working while still building wealth to the point where I did not NEED to work, but CHOSE to work. The office space is elegant and well structured. They are all professional and care about you as a person...not just your finances. They are transparent and honest, which can sometimes be tough for the client who is not doing well financially...but their honesty give you a sense of protection and adds trust that they will handle you and your finances well. You will NOT be disappointed with them!

It's not about this branch but overall RBFCU…read more This branch has great people. Even the branch manager Brian case is great Problem Entire customer service and all operations are handled by a call center The worst in the world Today I shut down all my account I will be providing a detailed report on this later Call center : 1. Six months no access to my online statements 2. The entire staff goes home at 6.00 PM 3. No credit card staff on weekend, if your card is blocked by chance 4. Extremely poor service. They hang up the call and not polite 5. When you call credit card services it says 'we don't recognize number you are calling from and goes in circles' Product review : in scale of 1-5, 5 being best 1. Checking /savings account - 1 ( read above ) 2. Credit card - 1 ( read above ) 3. Business account - 1 ( I plan to close it ). I never used it much. I know they will mess up in future. 4. Loan - 3 ( Only problem they are also a part of call center. They do work hard and but they also shut down at 6.00 pm)

This is the most fabulous credit union ever!! Don't pay any attn to the low reviews. There ARE…read morepeople in the branch...and they know you by and call you by your name. True you cannot reach the branch directly and have to go thru the office switchboard, but you can get hold of the branch just fine. Products are very low-priced; some are free. Free checking; free checks; $1 money orders (don't know if they do wire transfers); $5 min balance (so this is a great place to get accounts for your children so you can teach them money management and demonstrate how savings grow if left alone), low-cost ($10?) safety deposit boxes; higher % on money markets and lower % on auto loans and mortgages (maybe presonal loans; prob but I don't know for sure). For petessake! What are you waiting for? This is a wonderful financial institution. mb

The current financial advisor at this location knows nothing about "customer service". He actually…read moregot mad and had a temper tantrum because we would not meet with him. He not only threatened to cancel our account, but told us to take our business elsewhere. According to him, he demands that all HIS clients have a sit down with him once a year. Nonsense. Even his Sr. managers never heard of such foolishness. He is a JERK. Don't expect him to treat you with any respect or give you credit for being able to make your own smart investment decisions. Stay away from this idiot.

What a super guy. Wayne is an expert in his field. He went over and beyond to walk me thru…read morequestions that I had. He is incredibly knowledgeable and patient. The advise that I received from him was top pop notch. He will definitely be my go to guy in the future!!!

Wayne is a guy you can trust!…read more We've been working on credit repair and inquires that needed to be challenged for the last 4 years. We have spent thousands of dollars with other companies and wasted cash! Wayne got it done! Our family was in a bind and needed some items taken care of because we needed to purchase a house! Well let me tell you... my wife and I are now proud home owners! If you need a fixer... hit up WaynetheCreditGuy! He's up front and gets straight to the point... take it for what it is... at the same time... know and understand... that's why he gets IT DONE!