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“I have been with Strategic Capital since 2024. I've had multiple video conferences and emails with Chris and Bobby. I feel very comfortable with their advice, part of which is because they explains the benefits and risks in simple English. I am certain my account is being handled carefully, with a strong sense of responsibility, and there has never been a sense of them trying to rush through things. I know that I am in good hands here.”
“This was my second home closing with Vista Lending. Russ Laing and his team are exceptional. They are knowledgeable and patient in answering all questions. I especially love the hands on approach. They are always available and respond to all inquiries quickly. This was a seamless experience. I highly recommend Vista Lending.”
“This group is quite a team! They are accurate, knowledgable, effectively organized, patient , and kind… holding the hand of an 80 yr old through the use of technology, saving time, paper , and travel?thanks for everything!”
“I cannot recommend the team at Insogna CPA highly enough.
This year was far more complicated than a typical tax return. Between multiple short-term rental properties, Airbnb/VRBO/etc income specifics, and plenty of real estate investing questions throughout the year, Savannah Matteson provided clear, timely guidance and helped me navigate several complex situations.
I've worked with the Insogna team for 5+ years now and have always found them to be knowledgeable, responsive, and easy to work with. Whether it's tax preparation or broader real estate and business questions, they've been a valuable resource. I'd happily recommend them to others looking for a solid CPA firm.”
“Greater Texas credit Union has always been good to me. I have Financed a work truck, my Daly driver Toyota, and two motorcycles through the credit union.
I have also had a couple of loans for other things. Everyone is always nice and smiling and everyone seems to know my name. I appreciate that.”
“My wife and I became clients of Tuyyo Planning Group in January 2025, after interviewing many prospective financial advisors. Our primary objective was to find someone knowledgeable we could trust to guide us on things like retirement accounts, investments, wealth management, RMD’s, tax strategies, and social security. Luis is fantastic. He is not a broker on commission, so you won’t hear any sales pitches for financial products. There is no conflict of interest in the services he provides. He also makes himself personally available to meet and answer questions. I would enthusiastically recommend Tuyyo Planning Group for retirees seeking financial peace of mind.”
“Working with Felicia for the last few years has been a great experience to say the least. I had my taxes done by a CPA for years and never felt as if I was getting all that I paid for. Felicia is very professional and has always made herself available for any/all questions that I've had regarding tax credits (especially during the pandemic). Following her advice has lowered my tax liability and helped me in starting my business a year ago (which she is also doing accounting and taxes for). Thank you for providing exemplary advice, seeing me as more than just a paying tax client and introducing me to your financial planning network.
I look forward to continuing to work with you.
Best wishes moving forward.”
“I have a car loan from here and it been great the understand when I get a couple days behind and I appreciate that a lot thanks keep the wonderful work all u wonderful people do for the clients”
“Arif and his team are amazing. I have a unique situation and the breadth of knowledge that Arif has about strategies is impressive. He truly cares about people and about his work. He's been able to help me with me as a friend and business partner so I hold him in super high regards. Thank you Arif and Julie!”
“My wife and I started with Philip as our Financial Advisor seven or eight years ago after some great friends recommended him. He has been tremendous with us along with his wife Julia. We would not be where we are today in our Portfolio and investments without Philip. He exceeded our expectations and continues to do so. I highly recommend him for any and all investment / financial planning.”
“Ernesto and Ashlee are nothing short of life savers. They understand their clients’ needs intrinsically and simply get things done when it counts. They are communicative, professional, knowledgeable, and amazing people in general. I can’t recommend them enough.”
“I have been Charles Schwab customer for a long time and always had a great experience with their customer service!This time I had to deposit a large check and was running a little late leaving work. This branch was closing doors at 5:00 PM and I showed up 10 min before that. There were no customers and door was locked already. As my last resort I knocked on the door and was pleasantly surprised when the branch manager came out, opened the door and gladly helped me to deposit my check!Thank you Charles Schwab!”
8AM - 4:30PM
4404 West William Cannon Dr Q, Austin
Financial Advising
“I have been working with Adam for about 3 years now. He is always there to answer any questions and advises me based on my best interest from a holistic approach. I look forward to having him as my advisor for many years!”
“Scott was very knowledgeable and provided information about investments, items that might be helpful with taxes and considerations regarding inheritance ideas. It was time well spent. I highly recommend Scott as a wonderful advisor.”
“After the company I worked for over 30 years was sold, I moved my 401(k) into an IRA managed by Oakwell. In just the last year, my investments have performed better than they ever did in my old 401(k). More importantly, their team has helped me build a clear retirement plan and given me real peace of mind about the future.”
“Brian Meck is dependable, quick, precise, friendly, and thoughtful. He’s been my CPA since 2019 and I’m thankful for his services. Thanks for all you do!”
“After my first withdrawal I vow to let the world know about Mrs,SHEILA BRATTON, for his outstanding good works, with a minimum capital of $500 I invested SHEILA realized as huge as $6,900 profit in just a week. Mr s,SHEILA BRATTON, has made me believed that binary/forex trading is 100% real and pays a lot. “The only limit to our realization of tomorrow will be our doubts of today.” When it comes to binary options and forex trading I can say God sent SHEILA here to assist people gain their Financial Freedom. Ever since I began my trading with her my life has totally change for good and I've been uplifted money-wise, so as my friends and family. Contact him now via”
“I visited the Charles Schwab Domain office in Austin, Texas yesterday and had an excellent experience.
Mr. Cameron was extremely kind, patient, and professional throughout my visit.
He took the time to explain everything clearly and made me feel very well taken care of.
I truly appreciate his outstanding service and highly recommend this branch.”
“I had an excellent experience with Ms. Saloomeh Saeedi at Randolph-Brooks Federal Credit Union (RBFCU). She was extremely professional, patient, knowledgeable, and genuinely kind throughout the entire process. She took the time to answer all my questions clearly and made everything smooth and stress-free.
It’s rare to meet someone who combines professionalism with such a warm and caring attitude. Ms. Saeedi truly went above and beyond to provide outstanding customer service, and I sincerely appreciate her help. RBFCU is fortunate to have an employee like her. Highly recommended!”
9AM - 5:30PM
10806 Metric Blvd, Austin
Financial Advising
“If you are eligible for an account with GEFCU, don't miss the opportunity. I moved my mortgage to a loan here and have been pleased with how well getting it paid off has gone, PLUS I got a great rate on the loan. The staff are all friendly and helpful. I hope this will turn into a life-long relationship.”
8:30AM - 5:30PM
14205 Burnet Road Suite 640, Austin
Financial Advising
“Thank God for Russ Goforth. His last name says it all. He busted his tail for 2 years. Finding a buyer for my Electrical / HVAC business, because it requires 2 licenses to anyone thinking about buying this complex company. Russ endured many nonsensible emails of people thinking they could take it on. I know this because Mr. Goforth is required to inform me of any person showing interest. The sheer volume of emails that Russ receives daily is proof that IBEX gets noticed.”
“The staff at this Bank is very helpful.
The lines both inside the Building and Drive Thru usually move very quickly.
Wished your % percentage S was more like the online Banks for savings certificates etc nevertheless good ? Bank.”
“As far as this branch is concerned, we opened our accounts here and have always had 5 star service. The policies of RBFCU (having to maintain accounts with $1, having to make change by depositing and withdrawing, and my experience with bill pay was horrible), these should not reflect on the good people of this branch.”
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“I am very pleased with the help we have received. We now have a peace of mind concerning our retirement.
Amy Munley is always helpful and very quick to provide the services we need.”