Phil and I did a 1-hour consult, and it was so informative. He really took his time to answer all…read moremy questions and explain the things I didn't understand. His knowledge in this industry is so valuable. The most incredible thing to me was the follow-up email he sent of resources for my next steps and a recap of my personal priorities he and I mapped out on the call.

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.

Your only regret will be not having started this sooner!…read more I'm going to be honest, I was skeptical about this service. After doing some research I reached out to Credit Restoration of Texas. From the first consultation I had with Robby I felt like he genuinely cared. He took the time to listen and was prepared to answer all of my questions. His responsiveness, availability and all his years of experience in this practice area are what made him stand out from the rest. As a single mom who was desperate to stop renting and own my own home, I took a leap of faith and decided to pursue their plan. Some days I still can't believe how far CROT helped me get in 6 months! Finally, I was in a position with my credit to purchase my own home. My life changed. Plain and simple. Robby, thank you for your support along the way and for helping make my dream a reality.

Thanks to credit restoration, they did exactly what they Said they would do. They give you a month…read morereport of what they did, and show you names of the companies they are working with on your behalf! They did a GREAT JOB!!! And they go above and beyond to fix my credit, my credit before was 420. and ever since I signed up with credit restoration, in 5-6 months my credit is up to 700!!:D so Happy! They are getting the JOB DONE!:D

We couldn't have been happier with GPS and the exceptional service Jesse Travis provided. My wife…read moreand I are in a new stage of life with our first child and needed to buckle down with our finances. We reached out to GPS for help and were blown away by their kindness and knowledge. Jesse welcomed us to the office with a big smile and a firm handshake. He had coffee on and the conference room set for our arrival. First, Jesse wanted to get to know us, which made us feel valued. Then he actively listened to our needs, wants and financial goals, to personalize a plan best suited for us. After our meeting, my wife and I were offered a baby gift for our newborn - a nice touch! Jesse was wonderful and we can't wait to do continued business with GPS.

Jeese & Judy are great teachers/advisors! We found them through using Dave Ramsey's ELP list…read more Jessie is a phenomenal teacher of wealth strategies. He is very personable and caring about his clients. It is very important to him that you understand what your money is doing. Jessie & Judy treat their clients like family. Anytime we bring our children by they even get a lesson as well and enjoy learning about mutual funds. We feel comfortable being able to see how our money is doing and knowing that GPS Wealth Strategies truly cares about our financial future and legacy of wealth. I honestly don't write a lot of reviews, but GPS Wealth Strategies is the place you want to be regarding wealth building and your financial future.

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.

Point Man Luke was immediately responsive & helpful when my wife & I walked in without an…read moreappointment. He was receptive, efficient, & understanding of our simple request. As we waited, briefly, we witnessed him interacting with several clients in a friendly but professional manner. Fidelity is lucky to have him there.

I withdrew my pension from USAA through... I withdrew my…read morepension from USAA through fidelity and since November I have been told everything was all set for deposit on Jan 1, 2026. However they added a number to my account and deposited to the wrong account. I keep calling not getting any answers I am being told I just have to wait the is unacceptable. Clearly I took this money out because I needed it. They made this mistake I did not this should be something they can fix on their end. I am so upset I will close any accounts I have with them and tell everyone I know. We are better off having our money with Charles Schwab. No one over there is taking accountability for their error. They will not allow me to speak with anyone else there at all!! This is not okay I have been dealing with this since November. Please if anyone in Corporate can call me or reach out to me. This is not my mistake I need my money.

Gina Hughes really helped me set up a plan for my household. She took the time to listen to what…read moreour goals were and she helped layout a roadmap for our family's financial success!

Emory Jones helped consolidate all of my plans that had with previous 401k's and some other…read moreinvestments I had. He really did a great job of interviewing me to understand what my goals were and are and it helped him make great recommendations that were right for me. I truly appreciated his patience in explaining everything. He has a great demeanor and his employees are very sweet and gracious. He has done well for me! I definitely recommend him.

These guys are awesome! They really know service. They help…read moreyou with all of your financial needs. They do portfolio allocations, financial planning, life insurance- you name it! They really get to know your situation before they make any recommendations, and have a fully thought out financial plan. They are really friendly, and have some great connections for all of your other financial needs. The products that they offer are all financially sound, and they really do a great job at making sure their clients are happy and comfortable with their plans.

This group of people is as good as it gets. They are so caring. I was on a tour of their office…read more So many people have had issues with this economy, I really believe that everyone should donate to this wonderful 501c3 non profit.

From the owner: We are a Christian company providing Debt Relief for San Antonians and people all over Texas. Our…read moreservices are provided over the phone or in person. If you are challenged with too much debt, contact us now for a FREE consultation.

After losing my wallet I was stressed thinking I couldn't get new debit cards without my dl …read more.. Valerie kela helped me and assured me I wouldn't have any fraud happen with my accounts.. and opened a new account.. I feel so relieved! thank you Valerie!

I have had SSCFCU since 1988, their service is next to none. Never had to wait more than 15…read moreminutes for any needed assistance.

Recently, I went through a horrific month-long experience that involved the online theft of 15k…read morefrom my account at a big name credit union. I raced to get my savings out of there and offline. Also, I looked for a bank that I could use solely for online direct deposit and paying bills. Firstmark, come to find out, had been waiting on me for 90 years. I was completely out in left field when it comes to knowing about one of the top credit unions in San Antonio, if not the state. You genuinely feel like part of the family. Even if you're 90 years late. Love Firstmark! (in the end, I did thankfully receive funds back).

I have been banking here since I started my savings account when I was 4 yrs old. Thirty five years…read morelater I am leaving because this place went from being a credit union with people you can trust to being an automated machine filled with idiots who can't spell their own name. Just waiting the uncanny number info days it will take for them to process my last payment transfer, but have since moved to Wells Fargo and am much happier there.