They say that 43% of first time marriages end in divorce and 38% of those marriages end because of…read moremoney problems. My husband and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My husband and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial stick price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my husband and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, my husband (the nerdy spreadsheets guy) learned to let go of full control of our finances and we were able to work together as a better as a result. And me (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.

Philip and Julia are easy to work with and worthy of our trust and business. My husband and I wish…read morewe had found a CFP as soon as we married; we would be much better off financially if we had jumped right into a financial plan and investing versus feeling unsure and stuck. Furthermore, Philip gave us guidance that helped us get life insurance in place, which is key to our financial security. If you're feeling lost or stuck, they can help!

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.

REAP Financial has been handling my family's retirement plans with the utmost professionalism and…read morecourtesy for the past several years. In addition, they have been very helpful in providing financial expertise through monthly workshops that are beneficial in providing future ways of investing. We thoroughly trust Sandra Newman and her staff at REAP financial, and encourage others to do the same. At the very least if you're shopping around for a retirement financial planning firm then you should definitely give them a chance. Like I've mentioned before, they're very informative and knowledgeable when dealing with one's financial retirement needs.

Have been a client for several years, not impressed. They have breached our contract by trying to…read moreomit promised lifetime free services such as tax preparation and estate planning. To make it worse, they misrepresented the reason for doing so on three separate occasions, blaming it on the SEC. Hah! When confronted, their "compromise" offer was less than satisfactory.

Sadly like other users have experienced, the service for this loan servicer has gone downhill since…read moreI went through them when I closed on my first loan in 2021. Since then with the mortgaging switch and portal change, it is now virtually impossible get a hold of a human to resolve any issue. Mind you they also had a hick-up last year where they over-drew on customer's accounts. Unprofessional and disappointing experience. I have been trying to get them to respond to my request to remove PMI (which has met the loan term conditions) and I am still dealing with this since 3 months ago. Avoid this company at all costs

Extremely disappointed with CMG's refusal to support my 97-year-old father, who acquired multiple…read morelate fees due to confusion around the portal and the fact that he was the repeated victim of fraud. He had thousands of dollars stolen from him by scammers, so I had to close several accounts and block his phone. We therefore missed communication from CGM, and late fees continued to accumulate. When this came to my attention, I spent hours on the phone with them and they refused to waive more than one fee, despite extreme circumstances. Apparently if they supported my dad, he might tell someone else, who would feel that THEIR late fees should be waived. Can't have that! Look elsewhere for lending options.

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.

Atm "take your cash" but, none was dispensed. Yet, it took my card and would not return. Cu staff…read moreno help. Claimed "It's not our atm." Uh: 1. It's attached to your building, 2. Subsequent customer at atm made a deposit to rbfcu account, no problem. So, it IS your atm!​​​

On the whole, I've always preferred credit unions over banks and RBFCU was the first I tried in…read moreTexas. While I haven't tried using them for loans et al, the basic banking services are good enough. The friendliness and efficiency of their personnel varies drastically; the people at the location on Bell Blvd in Cedar Park are slow and rude. Here, they're just OK.

Costumer services isn't very accessible I been there few times they always gather together like the…read morejust hanging out the few times I been there and when u walk in it feels like you are another fucking person walk in !!!

I needed help on an account and Alberto Sandoval was patient and so kind in assisting me to…read moreaccomplish what was needed. I had not gotten a tax form and I should be able to get one soon. I really appreciate his passion for taking care of me and my family.

I was a long time Fidelity account holder and moved to Schwab roughly 8 years ago due to company…read morestock issues. Unfortunately, not all the cost basis information came over. I tried getting that information from Fidelity and they maintain that the system has purged the information and that Schwab will have to request it. It makes no sense to me that they can get the information if Schwab requests it but not if I request it. Also this information is less tha ten years old.

The communication with customers is non existent. I had to call twice to get some copies that I…read morehad requested when I visited the place in person. I went back when I had a check to deposit only to find out everything HAD TO be done in an app. I honestly don't know how a company like Apple gives this place the privilege to work with their employees 401K investments.

Markets themselves to people looking to make fast money doing product demos in stores. The run a…read moresmall operation of 4 people who recruit people to do demos. The require you to buy tables and equipment to set up your demos but will not tell you this until later. They also require you to buy what you are demoing at the store. They also do not tell you this up front. They lack terms of use and policy statements on their site. They will not reimburse you for what you buy to set up you initial demo. A very shady operation in Texas. Lost money and time due to the assumptions of someone trying to coordinate something in Seattle,WA when they live in Texas and aren't familiar with the areas they do business.