Don is a wealth of information. He genuinely cares and takes a deep interest in what you are trying…read moreto accomplish financially long term. If you don't already have a financial advisor, use Don! Even if you do have one, go talk to him, you may find your current one isn't doing everything they could be to help you with your goals.

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.

TLDR: The Tuttle Group utterly astounded us with an effortless, friendly, speedy, and (believe it…read moreor not) FUN refinance as self-employed individuals when no one else wanted to help. We decided to refinance our home to make some improvements and clear out some high-interest debt. We assumed (erroneously) that our credit union, which had held the current mortgage for 15 years plus our bank accounts and car notes, and a flawless history of payments with them, would have no trouble refinancing us, even though we are now self-employed, and making 3x what we made when they initially approved us. ***WRONG!!!*** After literally MONTHS of asking for documents, changing rates, long delays waiting for info from underwriting, and unanswered questions, we finally abandoned them in search of unconventional financing routes. We looked specifically for brokers in the area who specialize in self-employed people, and found a few. Some seemed a bit "green," some sounded less than friendly or just weren't interested in a smaller refi. But Tatiana with the Tuttle Group was super friendly when she reached out, and helped us arrange a video consultation with Andy Tuttle, the wizard of the Tuttle Group. During the 30 minutes that Andy spoke with us, it was like a crash course in financial planning. Everything he said made so much sense, and we learned more about mortgage refinancing than MONTHS of online research and questions we had asked to our credit union. Andy was up-front and told us that our best option might, indeed, be to go with the offer our credit union had finally extended, and that he might not be able to beat it. Still, he took the time to explain how refinancing in this "terrible Fed-rate" era could be financially advantageous to us, and told us to check once more with our credit union to see their final terms and if they were still locked in. I was astounded that he would take that kind of time to talk to a customer he likely wouldn't get any money from. We decided to proceed with the Tuttle Group, even if they couldn't offer us a better rate, simply because it was a PLEASURE dealing with them, they treated us like family, and everything Andy said made such good sense. Throughout the 2-ish weeks that ensued, their awesome mortgage gal Annie checked in with us regularly to make sure all our questions were answered. They seemingly required FAR less documentation than anyone else. But their stated tactic was to present a perfect, iron-clad package to underwriting up-front, so that there would be an instant approval and there wouldn't be a need for further questions or documentation. (Imagine that???) In what seemed like the blink of an eye, we were approved and ushered through closing. We simply could not be more impressed with the Tuttle Group. We've helped numerous friends and family through the mortgage process, and it's always like being put through a medieval torture device. This is the first time getting approved and closing was a PLEASURE. We NEVER had to contact them for questions, because they were always checking in to make sure all ours were answered. They were super friendly, familiar, informal-yet-professional, and we always felt like they had our backs and had everything under control. We actually looked forward to their calls and emails...imagine that??? Even though were were looking for a silly, small refinance and shouldn't have been worth their time, we felt like we had called up a dear family member who gave us the "hook up" our situation clearly didn't warrant. Astounded. Impressed. Thrilled. Grateful. These are some of the things we feel after our experience with the Tuttle Group. And I have absolutely no doubt your experience will leave you feeling the same.

I was referred to The Tuttle group by my friend and realtor that also had a good experience…read more Everyone at the Tuttle group made me feel comfortable and put my mind at ease. They made this experience less stressful and was very informative. They were so kind always checking on me via email or phone during the whole process. Even after I've purchased my home they have still called to see how the move went and if there was anything they could help me with. Thanks to all the staff at The Tuttle group I really appreciate you all. Many blessings :-)

Stone Irey, has been my Financial Adviser since 2003. I have 100% faith in him to manage my money…read more He has done very well for me. I moved from Texas in 2013 and now live in Florida. I will keep Stone as my Financial Adviser until he retires and then I'll have my account moved to the local Edward Jones Adviser here in town.

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.

I already have a good life insurance policy through my law firm, but Spenser explained to me that…read moreif I ever leave the firm, I will lose that insurance. The older I get, the harder it will be to get a new policy on my own. The policy he helped me get will not only stay with me if I leave my job, but it also allows for some investment options. Spenser recommended I consider an IBC policy, which goes beyond your typical life insurance policy. Rather than just telling me what to buy, he worked with me to build a policy that allows me to have investment opportunities and funding options for future purchases. Since then, I have recommended Spenser to multiple of my own clients. He has helped them find what works best for them, whether that's in starting a new business or protecting their families.

From the owner: At SPS Financial Group we guide you in everything from Health/Medical/Life Insurance. We also…read morespecialize in working with 1099-Contractors/Business Owners with tax strategies and policies to ensure you are maximizing every dollar you make, while making your dollar work for you. Spenser Strickland Founded SPSFG after receiving (and beating) a Stage IV Cancer diagnoses. We pride ourselves on not only providing solutions no matter the client need, but providing as much education as possible, coming from a patient perspective rather than General Insurance Comapnies. We pride ourselves in being DIFFERENT. SPS Financial Group -Your protection. OUR priority.

I am from California. I moved back to the Dallas Forth Worth area 6 1/2 years ago from San…read moreFrancisco. My first year back, I was blessed to open an account with SkyOne Federal. Everyone! I mean Every person who I have spoken to over the years is Amazing! The Customer Service, personalities complimented my personality of being honest, friendly, professional, and most of all "Genuine". I want to shout out to my Loan Officers~ Eric O! Love you, guys. When I heard SkyOne was opening a Branch in Lewisville TX ( DFW area) I started acting like a fat kid eating my favorite ice cream and cake. I want to thank everyone who was involved in deciding to come to Texa... My accounts: I have Financed 2- vehicles and a Business Line of Credit... They are so much better than everyone. Cheers, from Donald "Doc" W

From the owner: At SkyOne Federal Credit Union, we offer top-tier financial services in Lewisville, TX. Our…read morecommitment to tailoring custom financial solutions helps you achieve your unique personal and business goals. Whether you are just getting started with your first checking account, need help setting up an IRA, or are looking for guidance with long-term financial planning, we have the experience and expertise to help you meet your financial goals. Experience the difference with our trusted financial services designed to empower your future. Contact us today to learn more!