David was professional and accommodating. We were in a rush due to unforeseen circumstances and…read moreDavid took care of our living trust quickly and came to us to complete our docs. Truly a nice guy that enjoys helping people. His pricing was fair.

I was really happy with the knowledge, personal attention, and the level of service that I got when…read moreI contacted 360 Net Worth and worked with David. I am a member a small Firefighters Association and needed somebody who could take time to help with our unique financial situation. David was passionate about helping first responders and willing to invest the time needed for the job. He got back to us quickly with easy to understand results that we could move forward with.

I was looking for someone to help me get organized and possibly help with investments. I spoke…read morewith a friend who recommended Austin Wealth Management so I decided to meet with them. They were very insightful and focused on education. I took away a clear understanding of the decisions that we made in my investments and a plan to reach my retirement goals. I would highly recommend taking an hour to meet with them, it's well worth your time.

My husband and I have trusted our business with AWM for many years and it has served us well…read more Today, our twenty-something children met with Kevin for a meeting to discuss financial planning basics. Their take away was that financial planning is appropriate at any age and it is far less intimidating than they originally thought. What they learned in just one meeting with Kevin will serve them well for the rest of their lives. I am grateful for Kevin's gift for teaching and his thoughtful, thorough approach.

Great people, great atmosphere. Met the owner, very down to earth. Dress code business professional.read more

Mercer Advisors helped me negotiate through learning to manage my portfolio with confidence and…read morepeace of mind as a widow and recently retired teacher. I trust their professional advice and appreciate their prompt responses to my questions. My portfolio is up and retirement rocks!

This company gives great financial advice and helps us achieve our financial goals!read more

I've been working with Tuyyo Planning Group LLC for 3 years, and I couldn't be happier with the…read moreguidance and expertise Luis and Brendan have provided. From the very beginning, they took the time to understand my financial goals, concerns, and long-term aspirations. Their personalized approach, deep knowledge, and strategic advice have truly made a difference in my financial confidence. Whether it's retirement planning, investments, or budgeting, Tuyyo explains everything in a clear and easy-to-understand way, making complex financial topics feel manageable. They are always responsive, professional, and genuinely invested in my success. Thanks to their advice, I feel more in control of my finances and optimistic about my future. If you're looking for a trustworthy, knowledgeable, and dedicated financial planner, I highly recommend Tuyyo Planning Group. Blane

I am so lucky that I found Luis. I was a mess after my mom passed away and then moving to another…read morestate right after. Dealing with her retirement accounts was causing me stress, but so as soon as my husband and I met with Luis, I felt a weight lifted. He has everything organized and easy to understand. He is easily available for questions and I trust that my money is soundly invested. Thank you Luis at Tuyyo Planning.

Quality was amazing! Seen results within 30 days. Highly recommend! The advisor Denise was…read morefantastic and educated me on things i was not aware of.

From the owner: Financial- Business Consulting Clients only. We don't specialize in Trust or Wills . Credit…read moreConsulting: Building a Strong Financial Future At New Wave Resolutions, we specialize in credit consulting to empower you with the tools, knowledge, and strategies for removing inaccurate items like late payments, repossessions, charge-offs, evictions, hard inquiries, foreclosures, student loans, and improving credit scores, preparing for loans, needed to achieve financial success. We don’t just address credit issues, we guide you on building and maintaining a healthy credit profile to unlock new opportunities. Our services begin with a comprehensive credit analysis, identifying inaccuracies, errors, and areas for improvement. We create tailored strategies to address your unique financial goals, ensuring your credit reflects your progress. With an education-first approach, we teach you how credit works, so you can make informed decisions that benefit your financial future. For entrepreneurs, we provide information on securing business funding that’s not tied to your personal credit, helping you grow your business while protecting your financial stability. With ongoing support, updates, and personalized guidance, New Wave Resolutions is committed to helping you navigate today’s challenges and prepare for long-term success. Take the first step toward financial empowerment today!

I am leaving a review (which is rare) because my experience with Century Management Financial…read moreAdvisors has really been above and beyond what I expected. Prior to them, I was meeting with other potential advisors. Conversations all ended the same after getting nowhere. I may not have millions like some clients but it was respectable. Still, I kept having the same experience which made me feel behind and a little silly. When I spoke to Century Management Financial Advisors, I was surprised that they were treating me, my money, and concerns as if I were one of their most important clients. They were completely focused on me. I received help with financial planning, setting up a budget and goals, and was given clear investment guidance because they also took the time to educate me. And I had a ton of questions which they answered gladly, treating each as a key part of the relationship. I wish I would have started with them first. I finally have a clear path forward and peace of mind. Plus, I know I'm finally dealing with my finances the right way! I cannot say enough good things about them.

We recently completed a comprehensive financial planning process with Century Management Financial…read moreAdvisors and had a very positive experience. The plan was tailored to a period of transition for us, with multiple moving pieces to think through, including a potential home purchase, family planning, and changes in income over time. The team covered budgeting, tax considerations, savings, and long-term planning, and their planning software was especially helpful in visualizing different scenarios and showing how various financial decisions could affect our overall goals. Scott, David, and Rachel were attentive, patient, and easy to work with. They took the time to answer questions, explain concepts clearly, and make the process feel collaborative rather than transactional or pushy. It has also been valuable to work with the same firm on both financial planning and investment management. Having one team with a full view of our situation has made the experience feel seamless and comprehensive, and has given us greater confidence in our overall financial direction.

My son held his trust at this place. The customer service was very poor because of #secreting…read more#witholding #runninguptheclock #notupfront. They were not kind to my veteran son. They messed up his money so very badly!! Do not put your money in this place! Not kind to my Vet!! Horrible place!!

My parent's estate's ended up here because Wells Fargo bought out Wachovia…read more Don't dare put your Money, Investments, Trusts or personal trust with this bank. INCOMPETENCY is all I can see. Nothing but lip service and a snail's pace outcome. Courtney Hall is leading the pack on our particular trust and she has NOT been helpful at all. DON'T TRUST THEM WITH YOUR MONEY!!!

Love Chris Hernandez and the team at Strategic Capital! They have been a big part of our financial…read moreplanning for years. They work hard to ensure we are prepared for our future goals, and designed a plan to meet our needs. Chris is available to meet with us regularly, and I love the documentation he provides for us to see how our wealth has grown over time. Don't hesitate to reach out to them!

Working with Gary has been very pleasant. It is seldom that you work with other agents that are on…read moretop of things where you don't have to move the process along for your clients. I reached out to him for a client who needed to move asap. And he got him in there very quickly with no issues I couldn't have done it without him! will definitely be excited to work with him in the future.

I rented a home from them in Whisper Valley and they were always on top of any request and made it…read morea pleasant experience.