Investing near Hutto, TX

“I went to bank this week with a big jar of coins that I had been saving all year to deposit it in my account. I arrived about 9a, just after opening and I was the only customer in the bank at the time. I made a four figure deposit which consisted mostly of big bills. I also had with me a mason jar with primarily quarters, nickels and dimes. The teller gave me a tray and paper sleeves to roll it. I don't understand why she could count the big bills, which she did with no problem, but not the coins. Sure, it takes longer, but I am a customer. I went to the lobby to start rolling out my coins, accidentally dropped my purse, and some of the coins. As I sat there in an empty lobby with a teller looking on, this wonderful lady came over named Mirian Cintron. She is a personal banker there and offered to help me roll the change and expedite my morning experience. Miriam was incredibly helpful, pleasant, professional and turned around my entire experience with Wells Fargo that day. Had I not had the experience with Miriam, I would have closed my account later that day and taken my business elsewhere. What the teller and personal banker didn't know is that I just moved to the neighborhood and now, because of Miriam, I will continue to come to that branch and work with her. They also didn't know my mom is a recent window and looking for a new bank. I understand we live in a world where efficiencies need to take place, but I believe my teller experience could of been handled better and am thankful my personal banker experience went the way it did. Because of the teller I took what would have been an exceptional review down to only 4 stars. If I could give Miriam 10 stars I would.”

“Working with Jeff has been a game-changer for my financial well-being. His vast knowledge, unwavering commitment to my goals, and transparent communication make him stand out in the finance industry. I wholeheartedly trust his expertise and appreciate the personalized strategies they've recommended, which have been instrumental in achieving my financial objectives. I cannot recommend Jeff highly enough to anyone seeking a dedicated and knowledgeable financial advisor.”

“Moved my account from another firm. The service, conversation, advice and information i received in 1 day was more informative than 2 years were i came from. They are not trying to push any funds and my flexibility where I invest my money, is unlimited at Schwab”