Financial Advising near Bee Cave, TX

“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 been with Fox Alliance Wealth Management for 10 years and 5 years ago I began using their Tax Preparation services. They are only the 3rd Tax service I've used in my life, starting with my 1st job in 1970. They do use a person (person to gather up all my income, K1's, charitable deductions, property taxes, etc.. that I give to them in a shoebox full of receipts - unsorted/organized) to gather (organize) for their CPA staff. It is very automated for me (retired) as my situation doesn't change much year to year. My income is $250k+ and is complicated due to prior investments with carry forward issues. They give me a cover letter summary 1 page of my return and what changed + or - year over year. Net overall Federal tax is 12% as they take advantage of every legal/allowable deduction. Then I Get a report that compares current year (2023) with the past 2 so I see clarly what has changed. Their staff is very responsive. I now live out of state but even when living in Austin there was never any reason to meet with the CPA (still have never). I'm not sure why Jodi/Myra (same person? too coincidental??) are so upset. If they want a tax planner - someone to advise/consult with the best tax advantaged investments or other legal tax advantaged options, they need to consult the with Wealth Advisory side, who I also highly recommend. My experience has been 5 star with both.”

“Rachel, David, and Scott have been absolutely incredible in supporting my husband and me with our financial planning. As homeowners with two kids, balancing everything can feel overwhelming, but their guidance has made a significant difference. They've provided us with clear options and a solid path forward. Their dedication and support when it comes to stocks, budgeting and planning for the future have been invaluable, and I am forever grateful for their help! I would highly recommend.”

“I have been a member for over 40 years and got my account started at the first branch (on RAFB) and I realize many things have changed over the decades, but customer service at this branch is still very good and staff are nice. This branch NEVER seems to be crowded (which is nice!). This place (and company) is 10x better than any bank out there”