Zero isn't an option:…read more I am writing to your office today to file a formal complaint against Kelly King NMLS # 279210 Regional Manager at your Buda, TX location. Interaction with Kelly King isn't acceptable and he violated my rights as a consumer and disabled veteran. I applied for a VA Home Loan through Oakcreek Homes (Christopher Jaramillo - our Rep) and we were approved for $655k by Cascade in Buda TX. We found land and picked out a beautiful modular home. Our loan had to be sent to the Veterans Administration because it's a VA Home Loan and they only do site builts and modulars. Our builder Oakcreek Homes sent to Kelly King all the documents to order an appraisal (ie: Area Comps, Survey, Floor Plan/blueprint of Home with pics, Bids for construction costs of Septic, Water, Electric) I paid for the water feasibility fee fo $100.00 which should be reimbursed. Kelly King took it upon himself to sit on this Appraisal request 4 weeks and kept telling Oakcreek Homes and myself that it's in the appraiser's hands. After numerous emails and phone calls Oak Creek went above Kelly Kings head to his Boss and then all of a sudden we received the appraisal back and it was $155k lower then expected because the appraiser didn't receive all the documents that were originally sent. Oakcreek Homes has all the email correspondence with Kelly King to prove what was sent and what Kelly King sent to the appraiser and it was only a portion of what he received. Then we filed a Reconsideration of Value (ROV) on February 12, 2024 2 weeks went by and we didn't hear anything at this point it's 8 weeks of wasted time. I called the VA and spoke to Christine, she said that they never received documents for the Reconsideration of Value and that the last information they had was a request for an Appraisal on January 2, 2024 and they never received the results of that. I called Oakcreek Homes and let them know what I found out from the VA, they in turn (Oakcreek Homes) contacted Kelly King and he said that he thought the deal was "Dead" and didn't send any of our paperwork for the ROV request to the appraiser and he lost a $655K loan for Cascade so I guess he doesn't have to follow the Mortgage laws and meet timelines and deadlines. I sent a email notice to Kelly King yesterday and told him that I wanted this transfer of Lenders effective immediately and I will be finishing this loan with your competitor that I am done dealing with him and his lies, that my rights were violated as a consumer and I was not impressed with how he handled this and I don't want this to happen to any other Veteran, I will also be reporting this to the VA Board because this is unethical and bias and he didn't due diligence to secure this loan and didn't do right by me the customer nor did he assist in any way. I never received a response to my email that I sent to Kelly King and the Realtors involved couldn't believe this either they have never run into this, now I am out another appraisal fee and longer wait times to get this loan to closing. This should not be overlooked and should be investigated. I can be reached at 325-650-6547 and my Oakcreek representative can also be contacted at 337-491-6122 for further information.

Cascade Financial was awesome for us. We first worked with Lauren Pomeroy. Lauren was very helpful!…read moreMy husband and I were trying to keep our payment the same amount like we pay now. She kept working on numbers over and over until we were comfortable with the payment. Lauren was very professional and patient. The second person I worked with was Jackie Doom and she was awesome as well. Jackie answered our phone calls and emails. Their was some down time on our part and little did we know she was working behind the scenes. Thank you Cascade for great customer service

Marci Shafto is and has been my CPA for several years. She was referred to me by a friend who told…read moreme she would do an excellent job. She and her team have been promptly responsive with any financial questions I've had even through the busy time of the tax year. I rely on her expertise as she has guided me with her experience as a highly knowledgeable professional, exceeding my expectations. A big thank you to her and her team! Dr. Kelli Lala

I have used Marci Shafto for many year to prepare my Business and Personal Tax returns. She has a…read moregreat portal to securely upload your year end statements. Her system does notify you when she has questions or files for you to return and sign. She does make the process easy, and you can drop her a note through the client portal with any questions. She has attention to detail to ensure your tax forms are completely filled out correctly. I like having Marci Shafto on my side to complete my taxes.

I absolutely endorse this financial management team. They are knowledgeable, complete in areas of…read morewealth building, retirement, tax planning and explain everything in whatever level of detail you desire. They host continuing education for their clients and I have recommend them to several friends with good results

I feel very fortunate to have found Capstar Financial. The team is knowledgable, professional and…read morepersonable. They work for you as professionals and yet make you feel like family. They have worked diligently to put together a comprehensive plan that I feel good about and will follow the rest of my life. There has never been any pressure, as they make sure that you are onboard with what they are doing. There is a joy in that radiates in the office when you are there. I give them my highest recommendation.

I've been using Michelle and her firm for about two years now…read more They are timely, knowledgeable, reasonably priced, and if they don't know the answer - they will tell they don't know and then find out... That's what you want in a CPA, period. They do business and personal work (taxes and bookkeeping) and know Quickbooks pretty dang well. I'd recommend them.

Dear Lord, I can't tell you more emphatically to RUN away from these people. I was referred to…read morethem to "clean up" my books. I was there for 4 years. In the fourth year I'm told, "your taxes have been done wrong for years and you should hire an attorney to fix it." We then discovered that they hadn't disclosed my "rental property" had in fact been . . . rented. That's 3 years of rental income . . . late. That means another check and penalties. When I complained, the douche replied - in an email cc'ing people I've never met - acting like it was MY bookkeeper's fault? I forwarded an email where we expressly stated the RENTAL PROPERTY was rented - from three years ago - and then I never heard back. IE. Their customer service is amazingly worse than their tax preparation. PISS POOR

Pros - Good policies if you have a minor blemish on your…read morerecord - Covers several different insurance companies, and can offer the best for your situation - Pay in the office (cash or whatever) - Personal service -Lots of experience in the insurance industry...she's not just some clerk punching buttons for someone else. - Easy Parking Cons: - Office location doesn't look impressive - No free calendars or tchotkes here! - Not always the best deals - but more affordable than if you went with the "big guys" - Some of these smaller insurance companies don't offer the same level of customer support Nina Williams is extremely professional, quick, and understanding. She can set up policies from a variety of insurance companies, and will do the research to get the best deal. When I first moved to Texas, I messed up my insurance, and Nina helped me out. Because of my mistake, my old insurance company wanted to up my premium a ton, Nina found me an afforable policy to keep until my mistake cleared up. She knew I would be going to back to my old insurance company, but that did not deterr her from giving me the red carpet treatment. Also, she can take payments at her office: cash, check and credit card. There are fees for those services, I think the amount depends on the insurance company. The office is located sort of behind burlington coat factory.. the easiest way to get there is take Airport to Middle Fiskill Road. The office is pretty basic - but she's always available.. and can set you up in a jiffy.

This is the best insurance agency I've worked with compared to 3 others. Both Janette and Nina…read morehave stood by me from wandering 20 something pinching pennies, to successful businessman in his 30's. They continue to help me to this day in so many ways, I can't fully express my appreciation for them. These gals are professional, and have access to multiple underwriters, at the very least get a quote, and compare, I have yet to find anyone who can beat their prices. Very Truly, Corey Ferguson of Austin

I've been working with Park Place Funding for several years now for my new construction builds. I…read moredefinitely recommend them! They close deals fast and also get the draws out quick! The draw process is fast and easy! Which helps my projects move fast!!

These guys in general, and Hallie Brown in particular are just excellent: diligent, professional,…read moreavailable, etc ... Applications and responses are timely, the draws are quickly executed, the rates are competitive ... I really can't say enough about them.

last feb. our only car broke down like a week before we were supposed to get our income tax. my…read morehusband works in cedar creek and we live in manor. OBVIOUSLY public transportation was not an option. two other places would only approve him for like 150 and 180. ridiculous! he has a good job, we own our home free and clear but he didn't have much of a credit history. KC gave him 500 on his SIGNATURE! the ladies who run the office are super sweet and friendly. we might not be able to put much into our savings account these days but we know if we that is a resource for us if we have to come up with cash fast.

The lady that helped us was really rude and didn't even let us start the process before saying that…read morewe wouldn't be approved I DO NOT recommend this location

Since my last review and feedback, I would like to share some great successes on my properties,…read moreaccomplished by Texas Protax. An outstating new staff, Mr. Bryceson Aldridge whom I have had the privilege of working with since last year is a new agent for my property. He is well informed, assertive (when it comes with dealing with the county tax office), professional, and quite personable individual. He has had great and satisfying successes! Thank you Bryceson. Ms. Erika Torres, the "guru" of homestead exemptions! She is always available to answer my questions and takes her time to find answer, she is kind and a great staff to work with. My specail thanks to the following dedicated staff who worked on my behalf at County tax office to reduce my taxes every year: Dawn Morris, Ryland Cox, Alex Ontiveros, Rine Kaatz. Thanks to each one of you for all your efforts and hard work on my properties! Sheryl, at front desk, always responds and provides feedback on my cases when I call. She is very professional and responsive. AND of course my friend, Mr. John Edl who is my "to-go" person when I need most help! Finally, Ms. Debra Bawcom, who works behind the scenes to make sure the daily operations and organization is well maintained. She is a well-educated with experienced individual with great leadership skills! Thank you Texas Protax and all your staff for all your help and efforts in my property taxes all these years! Best, Mehrdad

Charge you a % even if they provide no benefit. Many, many…read moreother options out there that just charge you if they provide an actual tax benefit.