I spoke with one of the employees at the San Marcos office and he was a real piece of work! Would…read morenot recommend this company to anyone. Dan Musick is fast and friendly.

Don't go here! It's now Valentine and Associates and they're sending us past due notices for a bill…read morepaid at the time of service. They don't answer the phone, they answered tax questions inaccurately during our appointment, and then they expected us to sign a return that hadn't even been filled in accurately! I can't believe we paid almost $400 for that, and now we're being asked to pay the same amount AGAIN. Avoid them!

Jeremiah is an all-around professional. He is very knowledgeable about finances and is a pleasant…read moreperson to converse with. I highly recommend his services.

From the owner: LibertyCrown Financial Planning advisory firm has years of helping clients grow and preserve their…read morewealth through 23 market (S&P 500) corrections. Our years of experience gives us insight into many life and business situations. We operate under a fiduciary responsibility (doing what is in your best interest at all times).

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.

What stands out most about Simonet Financial is their dedication to their clients as individuals…read more When you meet Bill the first thing you will learn is that he works entirely for the benefit of you. His knowledge in finance and his ability to teach that to his customers is truly remarkable. I have never met such an attentive individual in his profession. Something I struggle with is determining how much risk I need to take within my investments. Bill looks at my entire financial and family situation and guides me through those tough questions. He has reasonable fees and sound judgement. I highly recommend you give him a call!

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.

Got my first credit card. Credit Limit increasing. She followed me trough the steps. Walked me…read moretrough every step. After about 6 weeks i was approved on my first credit card.

Do NOT use this person! She took $350 of my money and talked to me twice then dissapeared off the…read moreface of the earth. Horrible service! She did ABSOLUTELY NOTHING and will NEVER return your calls or texts.

I've been a member of UFCU my entire adult life. I recently moved to San Antonio and San Marcos is…read morethe closest branch. I was remodeling my house and had to come in very often. Every single person that helped me was amazing. They were all so friendly, professional, and helpful. They answered my questions and were always just so friendly, like we've known each other for years. I really wish there was a closer branch for the rare occasion I have to go in. However, that's not enough of a reason for me to switch banks. Thanks for all you do!

I've had UFCU for over 10 years now for multiple loans and multiple accounts. They have always…read moreblown me away with their customer service. This recent visit was to set up a couple teen checking accounts. Chris was super patient with the multiple requests we had, took care of everything and even did a little educational session for our kids on checking and savings accounts, over drafts and how to balance an account (at our request). He gave them each his card and said he'd be happy to answer any questions in the future. How many people can say that they "love" their bank? I can!

Shout out to Naomi, she provided me the best service I've gotten from a teller in RBFCU to date…read more Great personality, good communication, and actually cared about me as a customer. More people are needed like her at RBFCU, thank you.

I had some difficulty signing up to RBFCU online but the phone customer support folks were patient…read moreand persistent and the problem was resolved. At the San Marcos branch the associate was personable and very helpful in getting me started with my account.

I love this bank! Unlike some other banks you go to you can't get to see a real person or talk…read moreabout your needs. They are on point, their atm's do everything a teller can do but you can also talk to them!

From the owner: UFCU is a not-for-profit, member-owned credit union. We are focused on people, not profits, and…read moreserve our members in the Austin and Galveston communities.

Gotta give my man Corey Wheeler some praise! If you have a problem spending/saving extra money at…read morethe end of the month, like I do , you need to give him a shout. Him and his team at Edward Jones have helped me save so much over the last year and has made it a very painless, comfortable process. The open transparency and allowing me to dictate where my investments go while guiding me to what can help me achieve my financial goals has been fantastic and comforting. The peace of mind of knowing that I have an emergency fund for those rainy days and that my money is working for me while watching it grow has literally helped me sleep easier at night. The only thing you'll say after a few months of working with Corey is "why didn't I do it sooner?"

I love Nikki Vincent from A+ Federal Credit Union. She gave me so much information to really think…read moreabout my existing bank. I had no idea how much more beneficial it is to use a credit union vs a traditional bank.