Financial Advising in Austin, TX

“The Team at REAP is incredible. We don't live in Texas but learned about them from a friend. Leah is always providing updated information and review of our accounts. Mariah is a gem, who responds quickly and thoroughly with any questions that come up. We are quite pleased that we moved our portfolio to REAP.”

“I had a fantastic experience with Russ and team purchasing my first home with the support of Vista Lending. After starting the process of buying a house in 2021 (then backing out/ waiting until 2023) I was very anxious from my experience with lenders. The lenders I spoke to in 2021 were manipulative and pushed me into very specific loan terms. Russ was the opposite - I felt he really had my best interests at heart and didn't push me to pursue loan terms that would stretch me too far. He laid out the pros and cons of each option very objectively.We were navigating a really unique, quickly changing rate environment - Russ was very helpful and eased my nerves and he also found a program for me at the very end where I could take a class and get a bit of a rate reduction. Russ was also helpful and consultative around managing property taxes and in navigating that process. Thank you Russ and team, I hope we can work together again sooner rather than later!”

“I highly recommend Insogna CPA who has performed the highest quality Tax Returns for me since 2020. I have received excellent support by phone, meetings and found the online system efficient for gathering documents for tax time. Thanks very much!”

“If I could give more stars, I would. Chris, Bobby, and Adam have truly exceeded my expectations. They bring a perfect blend of professionalism and personal touch to managing my finances, treating them as if they were their own.”

“We've been working with Luis for a couple of years now. We consider his knowledge, advice, and proactiveness to be worth every penny we pay for it. In our first year, he'd already saved us enough money that even after paying him, we were coming out ahead. He also spotted a minor goof made by our tax guy that could have snowballed and come back to bite us if it had gone unnoticed until retirement. Best of all, Luis genuinely listens, and understands that the role of money is not just to gather more of it, but that its best use is to support your true goals and values.”

“We have been using AACPA Tax Strategies LLC for many years. Arif and his team have helped us through many tax seasons from straightforward W2 returns to LLC 1099 complex returns. The team is proactive during the year to help make tax season less scary and seeks the best solution for us and our business. I would recommend Arif and AACPA to anyone in need of a tax accountant partner.”

“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!”

“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”

“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!”

“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.”

“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”

“Hello Fox Alliance team!First and foremost I would like to say it has been a pleasure working with this organization. I am so very pleased and impressed with the awesome service, and feeling of confidence I have in them handling our return. They have all exceeded our expectations in the service provided. The attention to detail, and super quick response time in answering any questions is amazing! I contacted this company a year ago with no knowledge what to expect. I was desperately looking for people I could trust and would feel comfortable with. They were the first call I made out of 8 calls to different companies. None of the other companies felt right, but The Fox Alliance team did. Travis met with me for an In-person appointment. I unloaded a bunch of paper documents that I was confused about , and he told me they could help me. And they delivered! I got to work with Chloe. She is so awesome! Very knowledgeable and explained things to me in an understandable manner. I requested her to work on my return again. And the fee for this level is service is very , very reasonable.I will be back again next year, and look forward to a solid relationship for years to come.Also, I enjoy the webinars with Max and the wealth team! Very informative information and professional presentations.”

“I want to give a shout out to Brian Armstrong who provided exceptional customer service at the front desk. He was taking care of three people at once. Two of which were older ladies whose sense of entitlement, snarky remarks and overall rudeness would have made anyone crack under pressure. Not Brian, he continued to solve their problems and my own while addressing us in a very courteous manner. I truly believe he should be recognized in some way.”

“Brian Meck has been my cpa for over 6 years. He and his team have been my bookkeeper for my small business for many years, they prepare my personal and business tax returns, and are all around considerate individuals. 10/10 would recommend!”

“My husband and I had a financial planning meeting with Philip and came away with so much more clarity on how to plan our finances and maximize our income. Despite being in an in-between stage when we met with Philip (we were in the process of buying a home), his advice, recommendations, and planning were spot on, and now that we're on the other side of house purchasing, we've already put most of his recommendations into action. I summed it up to anyone who would listen that it felt like the most grown up thing I've ever done for us and that I learned more in that 90 minutes than I have in a very long time. If you're on the fence and have some questions, I highly recommend meeting with The Art of Finance team!”

“Russ helped us with the process of selling our family owned specialty business which presented some challenging issues. His team’s experience along with great recommendations of other needed professional services to help facilitate the transaction was invaluable..”

“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.”

“The man who helped us was professional and patient in explaining confusion in a transaction process. We dropped in with no appointment and left thankful we are their customers.”

“Lisa is an amazing Financial Advisor! She takes the time to get to know you and understands your needs and goals for your current situation as well as your future! I highly recommend making an appointment if you are looking to invest for your retirement, planning education, life insurance as well as long term care insurance! She is super smart and genuinely cares about each and every person!”

“Century Management and Scott Van Den Berg have done an excellent job managing my account. His knowledge of bonds and dividend-paying stocks have been invaluable and unbelievably helpful.Scott has also been a wealth of knowledge across a wide range of financial planning needs that we have had. Recently Scott helped us create a budget and provided in-depth income planning that allowed my mother to move into a Senior Living Community with peace of mind. My family and I greatly appreciate Scott and Century Management Financial Advisors. We highly recommend contacting Scott for your investment needs.”

“Before I chose CORDA as my financial advisor I pretty much did it by myself. Since hiring them, my stress has gone down, my financial assets have steadily risen, and I have peace of mind that my spouse will have good financial guidance when I'm no longer able to provide it. The company is genuinely friendly and caring. They have earned my trust.”

“I couldn't be happier with Mitch Rentschler's services at Edward Jones. Mitch takes pride in what he does and is a great teacher as well. If I don't understand an investment he doesn't mind breaking it down for me to understand. That's exactly what I want in a Financial Advisor. Mitch follows up with me regularly and always takes my calls. I'm very much looking forward to the future financially that Mitch has created for my family. Thank you Mitch!”

“Jenny Nicole, this location does not have a drive thru. Please get your facts straight when bashing a company! Thank you all at RDFCU for great customer service!”

“Leah has been advising us for a couple years now. She is helping guide us to soft landings at retirement. She is super focused on meeting our quality-of-life goals. She has been especially helpful and available when life events occur. I fully recommend her services.”

“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.”

“I have a professional relationship with George and the team (Ben & Dave) at Grace Cap. There's nothing better than knowing someone you can trust in this space. Grace Cap genuinely wants to help anyone they can even though they may not end up working with them. That's a great sign of character.”

“There were a few hiccups when I first opened my personal checking, but RBFCU resolved matters very quickly. Customer service has also been excellent so far and I am loving the great interest rates. I hope to be a long time customer!”

“Went in there with questions and concerns and all were addressed professionally and without waiting in line forever. The bank was quiet, not busy, and all windows were manned by tellers. I also opened a checking account and everything was taken care of to my satisfaction. Karla and Mathew were outstanding. There was also a silver, short haired man that appeared to be a supervisor who was extremely attentive and very professional. Great experience!”

“Excellant Customer Service provided by RBFCU, online, phone, and at this location. Fast and Efficient. Although I was initially hesitant to apply for re-finacing by vehicle, I could not pass up my pre-approved rate of 1.95, so once I did I was pleasantly surprised how easy it was. After completion of the application online it was only a few minutes and I got my approval. In the afternoon, i called the San Antonio number and spoke to Tamara. She answered my questions and explained the next steps and what paperwork I would need to complete the loan process. She was polite and very pleasant. The following morning, I took my paperwork and went to this location, on Lake Creek Parkway. I had a very short wait before I was greeted by Kim, and was invited into a private office. I signed up for an account with RBFCU, and took it to the teller. Bam! I was a member. I returned to the office and Kim, and answered the questions, and provided the required items (paperwork ie driver license, registration, insurance, etc.) that were needed for the loan. She very skillfully input what she needed to into the computer. Then she placed the required paperwork into a scanner, and explained that a loan officer would be coming onto a screen, which I was sitting next to, and would complete the loan process. Video Conference actually started before Kim left she spoke to the individual on screen briefly, the items were scanned in, and she explained what I would need to do, and then held her hand out, which I shook, as she welcomed as a new member. I turned toward the screen for the Video Conference with Emberley, the loan officer. After a few questions, she asked me to place required paperwork into an envelope and put it through a slot on top of the desk. I was done in less than a half hour. Very Efficient !!! Everyone of the individuals I dealt with, Tamara, Kim, (the teller), and Emberley, were very polite, professional, but in a friendly way. I appreciate the service they all provided, and also that they listened well when needed without interrupting. Very efficient professional group of individuals I worked with. Thanks and my Best Regards to All !!! Mike (Loyd M Vauthier) ( my apology for any misspelled names ;-) )”

“Staff was attentive to immediate and future wants and needs. Gave a sense of relief, levity and comfort. Make me want to return for other transactions very soon.”