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Over 91 reviews for
Greenville Financial Advisors from people just like you.

"Over the years my wife and I have dutifully put away money in savings accounts,
's, stock purchase" plans, CD's, life insurance plans - you name it and we have money in it. The problem was we had lost track of all the places we had put it and we weren't certain if we were making the right plans for the future.
has helped us get it all in order. We worked out a better mortgage, improved our life insurance coverage (without raising our rates), made a Will, designated beneficiaries and trustees and we reviewed all of our investments and made sure they best fit our needs at a risk level that we were comfortable with.
's rate may seem a bit high at first but I feel comfortable that he has saved us a lot of money in the present and will make us even more in the future.


"The reason the
are employed by
is because they each have specialized skills that benefit clients above and beyond" that of a typical administrative assistant. Our business has benefited greatly from their skill sets and their ability to utilize past experiences to assist in any number of tasks. confidently and professionally. Communication is very smooth and each team member can be reached in a variety of ways, (phone, email, text, Skype). I am able to get progress to date almost immediately and am always provided with prompt follow-up to any inquiries I have. The reason I continue to work with this team is because of the value they offer to me and my clients in regards to their experience, proactiveness and ability to put themselves into my shoes, those of the business owner.

-Jaime S.

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Financial Advising reviews in Greenville


About 4 years ago I used this company with good results. However when I went back to use them again. I left a message and my phone call was returned one month later. At the time I didnt know anyother credit repair companies so I accepted there explaination and went with them again. I did exactly as they said and obtained a credit report and let them know how to get it online. All as instructed. Another month goes by and they have done nothing no calls, no emails nothing. I asked what was up and their response was " we cant find your file on line" . So it took a month to tell me that. Ok they finally found it. Two more weeks and they say " we are really swamped and will get back to you as soon as we can". Yet another week and they call we are ready to go over your report. There is nothing to go over. All they have to do is help correct the two minor collections totalling less than $1000. What is there to go over? I had enough of my time wasted. I went with another company who actually answer the phone, returns calls, emails and does what they are suppose to. I don't know whats happend to this company? Come to find out there are many credit repair companies that have excellent ratings and results. Why would anyone waste their time with this type of service?
- David M.

I used a free consultation off of Angie's list, and brought in some
general questions about retirement planning. We discussed some
strategies and options. While I'm not looking for someone to entirely
manage my retirement planning, it is SO nice to have the option to come
and talk to without feeling pressured to opt into certain plans, or to sign up for long-term planning.
Greenville Financial Advisors Provider Name Locked
is the right fit for me, and if I decided to find someone to more directly manage my accounts, she'd be first on my list.

Greenville Financial Advisors Provider Name Locked
performed a free review of my current portfolio and was extremely helpful in making suggestions and answering any questions I had. He took the time to explain everything in detail and was really nice. While I am not yet ready to make the
Greenville Financial Advisors Provider Name Locked
into a globally diversified portfolio, I would definitely recommend him as a financial advisor
Greenville Financial Advisors Provider Name Locked

- Samuel P.

Greenville Financial Advisors Provider Name Locked
was professional & easy to talk to. He answered all my questions and was very attentive. He also took extra time 2 days later for a follow-up call to make sure I didn't have any more questions and everything was working.
- Kelley H.

The manager of my 401K talked over my head, so it was refreshing to finally talk with someone who was not intimidating and truly helped me to understand the options. He was great! He helped me map out my retirement strategies in a very professional manner. He continues to manage my retirement accounts and in fact released my funds from previous poor management. He's very informative and insightful and keeps me updated without being pushy! I highly recommend him!
- Harriet D.

Met with Mr.
Greenville Financial Advisors Provider Name Locked
. He was personable, professional and obviously very smart. We were extremely pleased and will continue to use his services. Excellent. Thank you Angie's List.
- Lorraine D.

I have had solar hot water panels on my roof for domestic hot water heating since 2007.
Greenville Financial Advisors Provider Name Locked
Greenville Financial Advisors Provider Name Locked
did that original install 8 years ago....back when solar was new technology. This year I had my roof replaced.
Greenville Financial Advisors Provider Name Locked
came out on two separate occasions, once to remove the panels and racks, and once to reinstall everything after the new roof was on the house.
Greenville Financial Advisors Provider Name Locked
is fantastic for many reasons. When my scheduled re-install date passed (roof was delayed) - he called me to check on a new date - I did not have to chase him down.
Greenville Financial Advisors Provider Name Locked
used some snazzy solar measuring equipment and recommended a panel relocation to take advantage of more sun. More modern mounting racks were used on the re-install. And my brand new roof.....still looks brand new - they used great care to not mash the new shingles with the equipment or their boots. Piping was relocated, the system was flushed and new glycol added.
Greenville Financial Advisors Provider Name Locked
was very good about explaining the whole process before and as it unfolded. He even stayed late to finish the re-install all in one day, knowing I wanted to get it back in production. And the final price was 100 bucks less than the verbal estimate. A total
Greenville Financial Advisors Provider Name Locked
Greenville Financial Advisors Provider Name Locked
- Richard B.

Greenville Financial Advisors Provider Name Locked
is incredibly easy to work with. He is attentive and listens to your ideas; he addresses your questions out of honesty in a comfortable way. When you have a question, he listens and goes over options until you both agree on what fits best for your scenario and goals.
- Joe D.

Financial Advisors in Greenville, TX

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

Accelerated Benefits

5880 Venture Drive

Affordable Health Insurance Agency

7330 San Pedro Ave Ste 150
San Antonio

Allegiant Group Inc

189 W Clarkston Rd

Allstate - Johnny Insurance Group

2648 FM 407 #220

American Thrift Corp

715 10th St
Wichita Falls

Auto Cash Money Center

2720 Old Iowa Park Rd
Wichita Falls



Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Cannaday Financial Services

2001 West Ferguson Rd
Mount Pleasant


3702 Texas Blvd

Centsable Financial Solutions

1207A Loop 230



F.A.T. Freedom

4/41 Meinzinger Ave.

Financial Lifestyle Management

PO Box 8684

Freyman CPA, P.C.

57 Washington Avenue


4708 K MART DR
Wichita Falls


3090F Pullman St

InfiniteYou Life Insurance Solutions

2800 Post Oak Blvd

IRS Tax Help Team

1201 S Beach Blvd



Lasater & Sparkman PC CPA'S

1710 W South Loop


848 Brickell Ave 603

Looking Out For The Little Guys

192 Fredericksburg Ln

Lost Angels International, Inc.

1170 Peachtree Street NE

LRAC Corporation, LLC

PO Box 20288

Matthew Sage @ TX Farm Bureau

925 West Ave M
San Angelo

Money Concepts

1200 Ave C
Del Rio

Pathfinder Financial Services

4814 Lionel Ave.



Terrell Insurance Agency

902 N Temple Drive

United Gold Direct

2945 Townsgate Road

Vicki Ward CFP®

3101 Joe Ramsey Blvd.

Wealth Builder - Richard Thurston

1010 Dan Haskins Way

Willis R G

209 Hughes St

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