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.

I do have my 401k with fidelity and i was looking for another investment opportunity…read more So i went to this branch, explained my situation and within 10 minutes an associate named Maddie had the account ready for me, exactly what i was looking for. An easy going atmosphere, Maddie and the rest of the staff were amazing, they listened to what i want and that's what they gave me, at no time i had the feeling they want to rush or up sale me. Maddie explained the whole process and how to use /navigate through the website and app. I got all my questions answered and got good advice about the pros and cons of the account i wanted, also about tax related things. Very good customer service at the branch, also on the phone hotline.

Have used Fidelity for decades. I make my own decisions, but happy to have their expertise.read more

Berkeley helped us catch up on several years' worth of tax filings and brought us a measure of calm…read morewe haven't felt in years! She's kind, patient, does quick work, and she's unfailingly professional. Don't hesitate to request her services. She's awesome!

I've been working with Amani Desravines for several years, for personal and small business taxes…read more They are responsive, efficient, and ethical. They've proactively filed extensions when needed, reminded me about extra forms or reports as regulations change, answered a bunch of random questions about weird tax situations, and been speedy with preparing returns. For simple returns, I believe the govt should offer & expand free tax filing, but when situations get more complicated, this is who you want helping you. Highly recommend getting a consultation if you are looking for a CPA firm in the Austin area.

Great experience with great people! Highly recommend! You will be satisfied! Very knowledgable.read more

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 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.

Anna is the best around! I would never trust anyone else with my business. Please reach out to her…read more She will not disappoint. I highly recommend her & will send anyone I know her way.

Anna Chin is so informative and helpful! When my wife and I sat down with her we had tons of…read morequestions and she was so patient and thourghly answered all of our questions. Give her a call today.

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.

I've been a client of Lucien, Stirling & Gray for more than a year now, and it's been FANTASTIC!!…read moreMegan Poore is my advisor. What I really liked about the initial process was that instead of just asking "when do you want to retire and how much money do you have" Megan asked things like "What was money like when you were growing up" and "How much money do you need to have to feel comfortable" and "Tell me how you feel about money in general". That way, she knew my comfort levels, why I stress about money, and such. Then, she was able to put together an investment strategy that fit me not only financially, but also psychologically. Not only that, THEY take care of all my investments. They watch the mutual funds I invest in and if things get shaky, they move my money. I don't have to watch it at all. It's great. I feel very comfortable with the service and feedback I get from Lucien, Stirling and Gray and would HIGHLY recommend their services to anyone looking to invest their money property or just looking for some direction on retirement planning.

Megan Poore is the best! Megan will take the time to get to know you and understand why you are…read moremanaging your finances - as in big life goals - not just numbers. Why? To help you accomplish your goals! To keep you on track. To help you stay focused. In other words, she'll not only invest your money well, she'll keep you committed. I trust Megan fully and know you'll enjoy working with her. Always friendly. Always smiling. Always ready to ask tough questions when needed. Always watching out for me. John

CMG financial is hands-down the best mortgage company I've ever worked with. We have had 4+…read moreclosings with them, and they have all gone on without a single hitch. Their app is very handy for communicating and sharing documents, and they really try to minimize their requests so that they are not bugging you off-and-on. If you want the best mortgage application process, combined with competitive closing costs, you need to run (not walk) to CMG and Team Chris Minjarez!

This is one of the worst companies you could ever do business with!!!…read moreThey said my taxes and insurance went up, then they charged me 4 times the increase. They said my escrow account had a shortfall, but I refinanced with them last year, and they produced the numbers. So my interest rate went down more than a point and now I'm paying the same amount as before the refinancing. I feel like they are playing a game of bait and switch. This is a horrible company that will take advantage of people!!!