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.

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 wanted someone who knew what they were doing to take a holistic view of my financial situation…read moreand tell me where I'm good and where I can do better. I got the pleasure to work with both Austin and Don and I couldn't be more satisfied. They touched not only on the obvious areas one might consider as part of their financial planning, but also on areas that I never even considered in a step-by-step task-oriented manner that helped me adjust my position and set my self up for continued success. Really happy to have found these two at MPWM, definitely money and time well spent.

When I was looking for a financial advisor, I was seeking someone who would not only invest on my…read morebehalf but also teach me along the way. Austin is a brilliant planner with the heart of a teacher and has been a huge support during our time working together. I'm an extremely happy client and I look forward to many more years working together.

Highly non-responsive. Never heard back from Peter on our pricing proposal. Waste of my time.read more

We normally like to get our taxes done sooner rather than later but after a long battle to get a…read morerevised 1099 we were down to the wire and our guy Peter was SO awesome and still helped us to get it all in on time. Thanks again for your help!

It was very difficult to contact Brandon and his office. This created unnecessary anxiety and…read morestress. Once taxes were filed, IRS contacted us due to an error, which we ultimately fixed ourselves because this office could not be bothered to respond. I cannot recommend Brandon to any of my colleagues as I am certain their business would be in the wrong hands.

Brandon has been a real God-send for our practice. I am a physician in the Cedar Park area and he…read morehas made my business what it is today. I enjoy up to date accounting and book keeping. I have easy to read financial statements and I always have the ability to call the guy on the phone. He is super affordable for my needs. Brandon also does my financial planning and retirement savings. He is the best. Very down to Earth - Always listening - easy to reach. He has always been upfront with me and has provided good insight into my business model as well as advice on the future of my practice. I don't think you can find a better CPA for the money.

We closed our RBFCU account several years ago. A couple of years following that closure, RBFCU…read moreissued a debit card - in our name - to a fraudster. Of course we pursued this matter. We were eventually told by RBFCU that they will issue a debit card - without vetting - if someone simply provides a name and social security number, over the phone. (Of course, through data breaches, whose name and SSN isn't available for fraudulent use?) Although the closed accounts had security protocols, such as "secret question & answers," none of those were apparently required to issue a debit card on a closed account. Writing this review to share the above information and to query why the attached review, written by someone else, has been hidden. It accurately describes our experience in opening an account (same thing: it was conducted via video interview with someone we understood to be in the San Antonio area). After all that vetting to open the account, we were shocked that it was really easy for a fraudster to request a debit card on a closed account. The only reason we were alerted to the fraud was that the debit card was mailed to our address. Apparently, even though the fraudster may have requested a change of address, the card came to us. Based on our complaint, RBFCU informed us that it did present the matter to its Internal Audit department for review. Perhaps it is standard operating procedure for Credit Unions to e-z issue debit cards on closed accounts. But, hiding a review which accurately (at least based on our own experience) describes the RBFCU account-opening process surprised us...and motivated this review.

This branch is incredibly kind & helpful! The tellers are very thorough and they helped navigate…read morethe website. Great staff- quick service.

Trent is knowledgeable and helpful in helping my family plan for retirement. He puts his clients…read morefirst and is readily available when you need him for any reason. I trust Trent and I'd recommend him to my friends and family any day for your financial planning needs.

I think the World of this guy; he takes the time to understand your situation and then handles your…read morebusiness with professionalism and confidentiality.

Working with Oakwell has been one of the most reassuring decisions my family and I have ever made…read more Money is deeply personal, and for a long time, it felt overwhelming to even talk about it. From our very first conversation, Oakwell created a space that felt safe, respectful, and genuinely judgment free. There was never pressure, assumptions, or a sense of being talked down to--only patience and understanding. They don't just tell you what to do. They take the time to educate, explain, and guide you so you truly understand your options and feel confident in your decisions. Every recommendation feels thoughtful and tailored. What has meant the most to me is how intentional they are about knowing us. They ask about our family, major life events, and changing circumstances, and they remember those details. They check in, follow up, and ask the right questions at the right times to make sure our plan continues to reflect who we are and what matters most to us. There is a deep sense of care behind everything they do. Oakwell helps take something that is stressful and sensitive for so many people and turns it into a process that feels calm, manageable, and aligned with our life. I am truly grateful for their guidance, their patience, and the peace of mind they've brought to our family.