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.

Do not trust. Completely unprofessional and failed to deliver what was paid for…read more I hired David Disraeli (360 NetWorth) for estate planning and asset protection, paying a $2,200 fee. He boasts a "Satisfaction Guaranteed" policy on his BBB page, but his actual business practices are completely deceptive. After taking my money, he admitted in writing that he skipped critical phases of my estate plan--failing to review the documents with me, provide instruction, or offer the advice I paid for. Instead of finishing the contracted work, he spent our meetings aggressively trying to upsell me on unauthorized legal services for an eviction issue, demanding an additional $1,000 to file court documents despite admitting he is not an attorney. Furthermore, he engaged in highly concerning privacy practices by secretly adding a secondary account to my private Dropbox folders and taking ownership of my files without permission. When I expressed dissatisfaction and requested a partial refund for the uncompleted work, he immediately blocked my phone number and terminated our engagement. He does not honor his guarantees and abandons his clients the moment he is questioned. Avoid at all costs. edit: text and emails prove that the answer below is incorrect. your text shows that the thousand dollars was to draft the help with the eviction even though you're not even a lawyer! Why don't you look up unlicensed practice of law? In addition- you offered to finish the job was after telling me twice you blocked me! The text that were after that were inappropriate were all yours, sir.

Crystal is very knowledgeable in what she does! She has helped me build my Financial House! I…read moredidn't have Life Insurance outside of work, to help me protect my Income for my Family. She also helped me save Thousands on my Vehicles! We own 2 Vehicles over $1400/mo & she helped me get down to $750/mo & now I'm able to have room to afford protecting my paycheck, have a savings account & an emergency saving. We will be getting into Investments soon! If I would have never been referred to Her, I wouldn't know how to even begin to manage my Finances. She gave us hope during a difficult time! If you need help in any Financial aspect of your Life, Contact her! She did an outstanding job & really knows how to Help Families out of debt for a better future!

From the owner: We’re always willing to help Families to not only to help eliminate debt, but to put them into…read morebetter Financial situations. What we do is right 100% of the time, for our Clients.

Great experience with great people! Highly recommend! You will be satisfied! Very knowledgable.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

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

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!

Bill Simonet skips out on paying vendors who perform services he contracted them to do. Bill hired…read moremy company and signed a services agreement in August 2023. The services were performed/provided to Simonet for nearly 6 months and in accordance with the contract. It is now 2026 and Bill has failed to keep his word or deliver on his promises of payment. He currently still owes $15,000+ and has stopped responding/communicating.

Very Informative, transparent and honest firm who go out of their way to help families and business…read moreowners succeed. Great people all around. We couldn't do it without them.

We have been using Jim for a couple of years now. Our portfolio looks good and I know he is on top…read moreof it because I will get calls from him letting me know he is making an improvement due to something he is sees or hears about the market. We do a meeting about every 6 months to make sure we are on track for retirement goals. He is very experienced and been doing this for years. Thank you, Jim!

Move your money and let Jim help you! We have been with Jim for many years now and he has done a…read morewonderful job with our money, he has helped us grow our nest egg to an amount that we can look towards a comfortable retirement when the time comes. He also helped get our kids college funds to a respectable amount after our last advisor had let them set idle. Don't hire a young inexperienced advisor who has no money of his own and cannot show you a track record of successful investments. Financial advisors are at every corner even in small towns , but they are not all created equal. JIM has the back ground and experience to back up his opinions on where to invest, keep you money safe and grow your investments. I will never deal with anyone else !

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!!!

We were looking for a bank near south austin that provided safe deposit boxes - this was our…read moreclosest location where boxes were available. We went in on a Saturday and the process was incredibly easy. We needed proof of ID and had to open a membership/accounts with the CU to then obtain a safe box but membership enrollment was easy and free and there are no monthly or yearly charges on the savings/bank accounts. After opening the safe box we quickly realized we needed to update ownership to our living trust; we made an apt for Monday at 4pm and were once again, supported by staff both virtually and at this specific branch location. The apt took more than an hour but ultimately, we felt super supported by the staff and were not charged a single thing to get the trust listed as the owner. This was shocking to us since most banks charge for everything. Overall, we are incredibly happy with the service and support we received at this location. If you're in need of a safe deposit box in south austin, this is the spot!

I am here again sharing another huge disappointment with RBFCU! After the entire fiasco and…read moreinconvenience at this Credit Union, I encountered another issue tonight. I used my app as I always do to deposit a check from my partner, only to discover that I am now restricted from making mobile deposits to my account! The Fraud Department is completely out of control, and they continue to cause me inconvenience! I am dreading when my government annuity hits the bank; will they place a hold on that, too? It has been a nightmare, to say the least. I have written a formal letter demanding full reinstatement of my account and a formal apology from the Fraud Department!

I started an architecture office in 2011 with a passion for design and enthusiasm for the future…read more Everything was great except for my books... I had no idea how to structure a company with regard to the IRS. I was too small of a business for a big CPA practice, yet still wanted to work with a profession who would take the time to make me feel like everything was being handled correctly. Blaine Gary was the solution. I have worked with Blaine for years. In the early days, I would give him and his team boxes of receipts and bank statements and they would make sense of all the chaos. Am my company grew, Blaine was their to offer guidance on how to file certain purchases and even how and when to switch from a Sole Prop to an S-Corp (if you don't know what this means, hire Blaine). Better yet, his knowledge of the tax code saves my company money by not overpaying. I wholeheartedly endorse Blaine Gary, CPA for freelancers and small companies. His honesty and integrity instill confidence in his work and his personality meshes perfectly with the Austin way of life.

At the end of 2012 and I started looking for a new accountant and man am I glad I found Blaine! I…read moreneed an accountant who can really help me grow my business and handle my tax burden in the smartest way possible. In our first meeting, Blaine spent tons of time finding out about my business and my goals and he's been the only person to really explain to me why I should consider filing as one type of business entity over another. By the time I left his office, I had signed up for his monthly bookkeeping services and his tax services and I am still very happy with my decision. Blaine even referred me to a great financial advisor, who helped me get my retirement accounts in order and on the right track. Blaine is very professional, efficient, organized (I tried to talk him into coming to organize my office :-)) and friendly, and he's always there to answer my questions. I'm so grateful I found Blaine...I highly recommend him to any small business owner!!