Austin, TX Financial Planner

Billy was very helpful in leading me in the right direction based on my needs.

My wife and I have ben impressed with Brian and his approach to retirement planning. He comes from a military family and so he takes special interest in helping veterans ... more

Just wanted to highlight my experience with my advisor Brian. He is incredibly helpful and knowledgeable about so many different aspects of financing. He has helped me ov ... more

I spent some time looking for a financial advisor I could trust. The decision to choose Cathleen Wenger with Thrivent Financial was the best financial decision I have eve ... more

Billy was very helpful in leading me in the right direction based on my needs.

Erin is an excellent advisor. Since I am not familiar with the financial industry, Erin was able to not only put me at ease but also explain the different options I had ... more

Will I had a small tax problem and was hoping to get more advise than I went in knowing. He was NOT helpful, he claims to be Christian (which immediately put up red flag) ... more

Mickey is a great financial advisor . When the market is tight he finds ways to keep your investments safe. Great guy to know

Bill is very knowledgeable about finance and retirement planning. He's easy to talk to and explains things in a way that anyone can understand. I trust him to help with i ... more

Very professional, and detail oriented. Not only does she provide expert advice, the relationship formed feels family based. Highly recommend!

Terry Lee has a huge amount of information. Always has an answer to my questions.

Erin is amazing!!! Not only have my investments performed well with her management, but she has explained the mysteries of retirement and other funds to me and fully invo ... more

Morgan Stone has been our advisor for years. Definitely recommend him and Avidian!

I've worked with Richard for years and found him to be a caring and knowledgable expert. Since his firm is independent, he is unbiased and only recommends what is in the ... more

Tim is an absolute pleasure to work with. He guided through every step of the mortgage acquisition process, keeping me well informed along the way and clearly explaining ... more

I love it

An acquaintance recently told me about Mr. Todd Lively and highly recommended him. I previously hired a big accounting firm that specializes in my industry and a tax atto ... more

My taxes are complicated this year. I knew I would need a professional to handle them, and several people recommended Keith Rech and his team. Keith and his staff are ... more

Barry is outstanding. Thorough, professional, and brilliant.

Brian is absolutely wonderful! His financial knowledge, customer service, and phenomenal personality make him a pleasure to do business with in Austin. I highly recomme ... more

Brian is absolutely wonderful! His financial knowledge, customer service, and phenomenal personality make him a pleasure to do business with in Austin. I highly recomme ... more

PNC Bank caused one of the most horrible experiences with a business, in my entire LIFE. They closed my account, with no notice, in August. I found out when I ran out of ... more

Don't EVER use this company! They are VERY difficult to deal with and don't seem to care about their customers.

This company has made me a substantial amount of money over the 10+ years I have done business with them!!!

DO NOT BANK HERE. Their fraud protection plan and customer service is horrendous. If you are hacked, they will do nothing for you. We had to call twice to cancel the card ... more

Excellent service from Hart Financial Group.

Don't EVER use this company! They are VERY difficult to deal with and don't seem to care about their customers.

Don't EVER use this company! They are VERY difficult to deal with and don't seem to care about their customers.

49 Financial has provided young entrepreneurs with a platform to make a significant impact in the lives of those around them. I am so grateful to be part of a company tha ... more

Don't EVER use this company! They are VERY difficult to deal with and don't seem to care about their customers.

Don't EVER use this company! They are VERY difficult to deal with and don't seem to care about their customers.

Don't EVER use this company! They are VERY difficult to deal with and don't seem to care about their customers.

Had a great conversation with Ryan today. He was very helpful and had great advice concerning my future financial planning and a constructive strategy for approaching my ... more

Terrible customer service. Terrible user experience with their website. Terrible support regarding retirement rollovers. Do better.

Stop trying to steal that elderly woman's land. Anything built on a lie will fall!

Have a awesome and very knowledgeable and helpful sales manager in waco tx her name is Norma and really knows her product

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Mike is who I trust for all my book keeping needs. He is very knowledgeable and professional. The best thing is that he can work remotely, which makes things easy for ... more

Julian Rodriguez & Associates is my one stop shop for all things financial. I wouldn't trust my estate planning and tax needs to anyone else. I have learned so much from ... more