Investing near Round Rock, TX

23 locations found near Round Rock
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“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.”

5 Superb20 Reviews

“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”

4.8 Superb21 Reviews

“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.”

4.4 Superb7 Reviews

“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”

5 Superb4 Reviews

“Michelle Marshall is very knowledgeable of the market and easy to work with. She will help come up with the perfect plan that’s right for you. I would definitely recommend her to anyone looking for investment opportunities or in need of a financial plan.”

5 Superb3 Reviews

“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.”

3.4 Good35 Reviews

“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.”

4.3 Superb4 Reviews

“THANK YOU BRITTANY! Brittany was the manager on Saturday when we came in without an appointment. She told us they were unfortunately booked up the entire day. We quickly realized they were super short staffed but her and her colleague were doing their absolutely best to help every single person that came in whether they had an appt or not. She managed to help us (best customer service at a Wells Fargo I have ever had) AND she did it so kindly, with a smile on her face. I could tell she cared and I hope everyone that goes in understands sometimes it is sometimes out of the hands of the frontline workers whether they are shortstaffed or not, so be kind to those people because they are working really hard!”

5 Superb2 Reviews

“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.”

5 Superb2 Reviews

“Absolutely the best banking experience time and time again. Fast and efficient friendly staffing, quick processes that have helped me out a lot over the years and on the fly for most of them. It feels like you never have to wait in line for anything”

3.1 Average59 Reviews

“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.”

3.7 Good3 Reviews

“This is a good location. It's easy to access from the road, and I didn't have trouble finding the ATM drive thru lane. I felt safe using the ATM after hours here. As for banking with people, unfortunately, I can not comment. I strictly use Wells Fargo ATMs.”

2.8 Average4 Reviews

“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.”

2 Poor3 Reviews

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