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!

Hands down the absolutely worst company ever own my mortgage. I strongly recommend to have a second…read moreBPO if you have requested PMI removal with this company. They hired Ibrahim Womack to offer his BPO which had such gross negligence, that the company I hired to appraise the property after his BOO clearly said with the property comps he used and statements made in the report; it could only be intentional and not human error. So needless to say the company's practice for PMI removal is illegal.

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.

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 proud member of UFCU for almost 20 years, and it's the only financial institution I…read moretrust with my banking. Unlike traditional banks, UFCU embodies everything a great credit union should be: reliable, customer-focused, and forward-thinking. Their staff is always extremely friendly and helpful, whether I'm visiting a branch, using their online banking, or calling them. Their app and online banking tools are consistently up-to-date and easy to use, making it effortless to manage my finances no matter where I am. I love that funds deposited are immediately available, which is something I've rarely experienced elsewhere. On the rare occasion when I've had fraudulent charges on my card, UFCU has acted swiftly, restoring the funds to my account in no time--far faster than the weeks it took a big-name bank to do the same. Their loan rates, including auto loans and lines of credit, are very fair, and they always go the extra mile to ensure customer satisfaction. UFCU's extensive network of branches in Austin, along with shared locations across the country, makes it incredibly convenient to bank no matter where life takes me. The free ATMs pretty much nationwide are an added bonus. For anyone in Austin--or anywhere else looking for a dependable, customer-first credit union--UFCU is the clear choice. It's a place I plan to bank for the rest of my life, and I can't recommend them highly enough!

I went in to UFCU for the very first time seeking to apply for an auto-loan. Becky Schlapkohl has…read moreto be one of the sharpest, most knowledgeable employees, possibly managers, of UFCU and the credit union world. Every question I threw at her, from different angles, she was able to explain. Kind, patient, and sincerely eager to help. She communicates directly with the loan underwriters, so you can have her forward other things to them to increase the chances of your loan approval or a better loan rate. Often they'll ask you if they need extra things, but in my case it was great to hear her being willing to pass extra information on to them. The one thing I am truly wanting to see there, which they may have and I just didn't look around well enough as I was a bit tired, are private rooms. Rooms where we discuss Business without anyone else hearing revenue and profit numbers, etc. I'll be shopping for a great business bank/credit union here soon, and I'm hoping to see some private rooms at the UFCU near where I live. *** First impressions will forever be Everything. And my first impression of UFCU, at the age of 34, was notably Excellent. I *Highly* recommend Becky Schlapkohl at this location.

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.

Quality was amazing! Seen results within 30 days. Highly recommend! The advisor Denise was…read morefantastic and educated me on things i was not aware of.

From the owner: Financial- Business Consulting Clients only. We don't specialize in Trust or Wills . Credit…read moreConsulting: Building a Strong Financial Future At New Wave Resolutions, we specialize in credit consulting to empower you with the tools, knowledge, and strategies for removing inaccurate items like late payments, repossessions, charge-offs, evictions, hard inquiries, foreclosures, student loans, and improving credit scores, preparing for loans, needed to achieve financial success. We don’t just address credit issues, we guide you on building and maintaining a healthy credit profile to unlock new opportunities. Our services begin with a comprehensive credit analysis, identifying inaccuracies, errors, and areas for improvement. We create tailored strategies to address your unique financial goals, ensuring your credit reflects your progress. With an education-first approach, we teach you how credit works, so you can make informed decisions that benefit your financial future. For entrepreneurs, we provide information on securing business funding that’s not tied to your personal credit, helping you grow your business while protecting your financial stability. With ongoing support, updates, and personalized guidance, New Wave Resolutions is committed to helping you navigate today’s challenges and prepare for long-term success. Take the first step toward financial empowerment today!

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.

All I wanted was to talk with someone regarding my portfolio. Obnoxious person answering phone…read morewanted SO much information before he or anyone else would talk to me. Guess they only talk to the wealthy ha. After he berated me for a while asked for his manager to return my call. Guy that called back told me they were very short staffed and had no one in the Austin area rn and were trying to hire someone. What? Have you heard of 'planning ahead' you only have ONE person in this HUGE area. And I'm supposed to trust you to PLAN for me. Dont think so. AVOID!

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.