Southlake, TX Financial Services

We have been with Brian Drolet @ Prestige Wealth Management for over a year now, after some friends highly recommended him. He is very knowledgeable, helpful and has answ ... more

Hard working and compassionate. I definitely recommend her.

I would like to give a shout out to Rachael Boucher of this Edward Jones office in Southlake. Because of the career path my daughter has chosen, its likely she may not ha ... more

I was thrilled to open my account today and speak with someone about Fidelity. Unfortunately, I was greeted rudely over the phone and the gentlemen over the phone was unp ... more

Mike Scoma is the best investor!! We've been with him for 15 years

Amazing customer service!

I am from Lubbock and banked with Plains Capital for years.

Mike is awesome! He has a wealth of knowledge about financial planning and will give you and your family peace about the best path for your financial future.

Christin and the other's are the Best!

Antonia is one of the most professional people I have ever worked with. She doesn't just wing it. She seems to take everything very seriously. She does her due diligence ... more

Beautiful COUNTRY OR PLACES CONGRATULATIONS AND A DREAM

Very clean very nice Super service

Excellent attention!

Nick, Scott, Peggy and everyone at this office are simply the best I have ever had the pleasure of working with. From the first meeting I felt comfortable with the advice ... more

We've decided to switch banks so we stopped at this Capital One branch. The only employee we saw in the bank told us that he couldn't help us. If we wanted to open an acc ... more

Staff is rude and inconsiderate. The worst branch ever!

I would like to give a shout out to Rachael Boucher of this Edward Jones office in Southlake. Because of the career path my daughter has chosen, its likely she may not ha ... more

12/05/2022 My experience with Juanita Bank Branch Manager South Lake excellent, Customer Service Oriented and very professional. 09/26/2023: I want To Welcome Southlake ... more

Just as another posted previously, this is not a bank location. I dont know why it is so hard for them to fix this in maps.

Janice Spooner was really patience and provided all of the details for any of my questions.

We have been with Brian Drolet @ Prestige Wealth Management for over a year now, after some friends highly recommended him. He is very knowledgeable, helpful and has answ ... more

I highly recommend HR Block for taxes. The process is easy and my preparer is professional. I trust that everything is done correctly and quickly.

They wouldn't let me deposit my check, honestly felt discriminated against because they couldn't believe a young Hispanic entrepreneur could deposit the amount I was goin ... more

Marian was great. I needed a document notarized to get the name changed on my mortgage. She stopped what she was doing and helped me immediately.

Agree with Another client comment here about the rudeness of the Southlake office staff.

This is perhaps the best banking experience at the branch. Pleasant, courteous and super efficient staff. Im a customer for life!

Terrible experience waiting for help at this bank. Do not go here!! Sat in the drive thru for 30 mins.

Hands down best customer service I have ever received at a bank.

Stay away. Tie and Boone are scam artists. Theyve borrowed money from investors and defaulted on the loan, exploited veteran employees, didnt pay contractors for services ... more

Excellent and speedy customer service. This bank has an awesome team and a dedicated staff. I am very impressed by their hard work, outstanding performance, and wonferful ... more

My wife and I purchased our first home with Harry's help and we cannot recommend him enough. He took the time to walk us through the entire process, help us understand wh ... more

Friendly and helpful!