Investing in Austin, TX
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23 locations found near Austin
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13317 Perthshire Street, Austin TX 78729
“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.”
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7500 Rialto Boulevard Bldg. 1, Suite 230, Austin TX 78735
“My husband and I have used different tax teams over the past 38 years. However, this is the most amazing team we have encountered. They are excellent! We believe that this firm is a cut above the rest. Their knowledge of taxes gave us confidence and security. They worked diligently to help us get our returns completed under a tight time frame. They were great at communication and always pleasant. If you are looking for a reliable, confident, knowledgeable, courteous team, LOOK NO FURTHER !!”
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1905 W 36th St, Austin TX 78731
“John is everything you want in a broker: Excellent communicator, has a calm demeanor, and knows how to get a deal to the closing table, no matter what it takes. I have enjoyed working with him thoroughly, and we've even formed a relationship outside of business/deals! 10/10 recommend!”
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10800 Pecan Park Boulevard Suite 100, Austin TX 78750
“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”
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4404 West William Cannon Dr Q, Austin TX 78749
“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!”
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166 Hargraves Dr E300, Austin TX 78737
“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!”
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8000 Centre Park Drive Suite 200, Austin TX 78754
“I had never heard or been to Big Austin until I signed up for a drawing they had. There are some awesome things I found out that go on around and in the place. Ms.Cheesie, thank you for making my time spent there worth while, it was great learning about what you all do there, and it was great socializing with you and others. Keep doing what you're doing for our community. We need you.”
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98 San Jacinto Boulevard Suite 400, Austin TX 78701
“Working with Leah has been a wonderful experience. She is developing a strategic road map for our financial future, and we feel incredibly lucky to be in her capable hands!”
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805 Las Cimas Pkwy Ste 305, Austin TX 78746
“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.”
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3200 Steck Ave STE 200, Austin TX 78757
“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.”
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607 West 3rd Street, Austin TX 78701
“When it comes to financial services, this is the only place to go. Extremely high levels of integrity and compliance insure your investments and your risk level are cared after.”
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14063 N Hwy 183, Austin TX 78717
“Even going to this particular location for a while now and every time they seem to serve my purpose. The wait is never long as they have lot of ppl working at the location. I usually use the drive thru and the staff at the window is always courteous and helpful. Since I am a small business owner, I have referred lot of other small business owners to bank with them due to there superior customer service and prompt service. I even stopped banking with Bank of America now that I have been using for the last so many years. Will always be a client at this bank as long as I get treated nicely”
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4611 Guadalupe St, Austin TX 78751
“Awesome bank. I've been with this bank for years and they always have answers for every question you have and if they don't have the answer they always find ways to get it. I love the employees they are very helpful and very polite.”
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2951 Ranch Rd 620 S, Austin TX 78738
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605 West 15th Street, Austin TX 78701
“I had a great experience with Sergio. He had a busy morning but was able to squeeze me in for a critical fraud case. He spent over two hours with me, calling over 6 support reps to help with my case. Ultimately he wrote a letter for me that I could use to fix my situation. I didn't have an appointment but Sergio still took time out of his day to help me. I highly recommend this branch because of Sergio's great customer service.”
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11601 Alterra Parkway Suite 150, Austin TX 78758
“I have always enjoyed excellent service at this location. Being a many decades long customer i was not disappointed when I visited the branch as a walk in. Cameron B. was especially helpful with the many account updates that I needed to get done. He was very knowledgeable, polite and diligent with follow-ups and ensured that everything was done to perfection. I would not hesitate to recommend Schwab for your investment and retirement management needs.”
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11651 Jollyville Road Ste 300, Austin TX 78759
“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.”
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11130 Jollyville Rd #200C, Austin TX 78759
“Working with Joe was a pleasure. He is highly professional and sensitive to a client's needs and long term goals. Joe is extremely knowledgeable of all facets of life insurance.”
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111 Congress Avenue Suite 300, Austin TX 78701
“I love this bank! I walked in the other day disheartened about a fraudulent business taking out automatic payments from my account...I wanted to ask one of the bankers if they could make stop payments from this company. I was greeted by Elizabeth Davila who immediately started helping me...after a month of nightmares trying to contact that company, I wondered why it took me so long to come to the bank and ask for help. She was kind and professional and completely made me feel like she cared personally...Liz took an hour out of her morning to help me, to look through my account and to suggest I file a claim through Wells fargo- I had never thought this problem could be resolved with the bank taking the initiative on my behalf! Thank you Wells Fargo, and thank you VERY much Liz! Happy New Year!”
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3305 Steck Ave, Austin TX 78757
“If you want a great banking experience go visit Aubry M at the Steck avenue location. Aubry was informative on bank products and funny. If you can laugh and smile at the bank it’s a good day!”
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9600 Great Hills Trail Suite 150w, Austin TX 78759
