As a millennial who doesn't come from money or have an endless amount of time or attention to…read moreunderstand investing, I looked into a few different places and felt Park 64 Capital was the best fit. After talking to Ryan several times, he provided a very detailed breakdown of my investments, expenses and income that was easy to follow and showed my potential retirement funds. Ryan's strategy for investing isn't one that is taking crazy, stupid risks with my money. My investment income is consistent with Ryan managing it and his fees are beyond reasonable compared to other advisors I interviewed. I've been with Park 64 Capital for over a year and I'm very happy with everything thus far.

Ryan has done a fantastic job at explaining the process every step of the way and had never made me…read morefeel I knew I needed to start taking more steps to get my financial future secure and set up but wasn't sure where to start. Ryan was very responsive and broke everything down into manageable steps and helped me to make adjustments to my existing accounts to maximize them as well as helping to get me set up with additional accounts to take long term advantage of. The personal service was above and beyond and I never felt that my (many) questions were a nuances.

Working with Natasha was an incredibly eye-opening experience for me! I wasn't sure what I needed…read morefrom this session (clarity! :)) - we're not saving for anything in particular, we don't have big debts to pay off. BUT not having any financial goals felt like a problem to me. I knew I didn't know a lot about my financial situation and I knew I could be doing better with my money. My session with Natasha zeroed in on exactly both of these things. She showed me exactly how my money was being spent by dissecting our family's spending habits over a long period of time. That was invaluable. Natasha broke down, into very specific categories, how, on average, we spend our money. I've never looked or been able to look at my finances to this level of detail. I can now see where I can shift money to align with the goals she asked me to identify at the outset of our meeting. I felt identifying these goals at the outset of our meeting was a really vital and clarifying step in the process of putting my money where my mind is, so to speak. Beyond this level of detail, Natasha also guided me to consider things I had only previously rolled my eyes at - retirement and college savings. I know both of these are important, and while we do save for them, our money can be working so much harder for us. She gave me a lot to consider. Overall, I felt very comfortable talking to Natasha. She was knowledgeable, non-judgmental, practical, and I felt like she was my own financial cheerleader guiding me on how to do the best I can with the money I have. Thank you Natasha!

From the owner: Get financial coaching and workshops with Natasha! Perfect for individuals, couples, and…read morebusinesses. Manage money confidently—book now!

Michael is an amazing employee, Thank you for inviting me back to be a customer , really loved his…read morecustomer service . So if your in need of a loan or a new purse or even a New Appliance go see Michael so he can get you What you need !

So thankful for this business . I called many places asking help for my tax situation and nobody…read morewas answering . Shamrock answered immediately and I was able to walk in and get my taxes done with 0 issues ! Veronica and Crystal have been extremely helpful and very professional . They know all the answers and went above and beyond to help me ! Will come back every year !!!!!

Charged me 2 times to pay off my loan spoke w Amy informed her not to charge my card again (first…read moretime Over charged me 3 dollars) I told her I didn't care keep it don't charge my phone again as I am in the process of paying for my Mother in laws funeral she assured me she wouldn't and would send an email w the receipt took my email address down - Welp charged it a second time no joke I called to discuss this and got someone named Ashley who legit may as well have called me a liar cuz "we show only one payment" I emailed her at dartmouthfinancialllc@vmsemail.info while on the line to show her 2 charges and she's like well I'm gonna have to call home office won't provide me information. Mean while my mother in laws funeral is tomorrow and now I'm in a financial situation because of them! No care or compassion and Ashley's demeanor was less than professional or customer service oriented!

Sylvia Ramirez is a sweet heart and she helped me even though i was rejected by everyone. Thank…read moreyou Sylvia

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