Financial Advising in Austin, TX

“I am very pleased with the help we have received. We now have a peace of mind concerning our retirement.
Amy Munley is always helpful and very quick to provide the services we need.”

“My husband and I have been working with Chris Hernandez since 2013 and we cannot say enough about how much we appreciate him. He helped us turn a challenging and difficult mess into a robust plan that has worked beyond our expectations. Chris didn’t just give us good advice or a quick fix, he gave us lasting solutions that continue to meet our needs as we age and our lives change.
He supported us as we cared for an aging parent, providing solutions that met our ever changing needs. Because we had Chris to guide us, we were able to care for our loved one the way we wanted to without worrying the money would run out. (I cannot begin to imagine how hard our journey would have been if we had stayed with our previous financial advisor.)
We can never thank Chris enough for how much genuine help he has brought to our family and we cherish the relationship we have built with him over years of being his client.”

“My husband and I were referred to Sonya Valia at Vista Lending back in 2020 when we were in the process of buying our first home.
Despite us ultimately using the builder’s lender, Sonya was very friendly and provided so much valuable information and advice. She was very quick to respond and transparent about the process.
Over the years I have reached out to Sonya to get pre-approval letters for homes we made offers on and Sonya provided the same exceptional customer service each time despite our offers not going under contract.
At my request, Sonya happily connected us with a fantastic realtor who she had an experience working with and ultimately led to us closing on our new home!
Throughout the process of going under contract, Sonya was very accommodating and cooperative with my request to have a quick closing due to the holidays approaching. Sonya was very quick to send a list of items she needed from us to start the loan process and created our accounts in their lending portal the first day of the contract which allowed us to securely send her documents right away.
Vista Lending uses an in-house underwriter which is fantastic and allowed the process to go smoothly!
Sonya was great at setting expectations when it came to communication in that she would let me know if she was unavailable for a specific time in case I needed to speak with her.
I appreciate that Sonya is available through phone, text, and e-mail because it provides great flexibility.
Sonya attended our closing, which is unheard of for a lender to do, and stayed with us until the loan funded. Sonya emailed her colleague to advise when documents were sent from Title so that they could fund the loan quickly and allow us to leave with the keys to our new home!
Over the last 5 years, I have communicated with 3 lenders but Sonya Valia has been the only one to provide exceptional service, make us feel like she genuinely has our best interest at heart and made us feel so secure throughout the entire process.”

“Laura and Josh have been a blessing managing our investment portfolio. Laura responds within minutes to hours of my emails and always contacts me to provide any information I am asking about. Laura and Josh don't just invest and then sit back and see what happens, they are proactive in contacting us and suggesting modifications that produce higher returns. A big benefit is that Laura and Josh are just great people.”

“I have used Insogna for my businesses accounting needs for a few years now. I have been thoroughly impressed. They are professional, knowledgeable, prompt, and great folks to work with. I highly recommended this team for your accounting needs!”

“Ernesto and Ashlee are nothing short of life savers. They understand their clients’ needs intrinsically and simply get things done when it counts. They are communicative, professional, knowledgeable, and amazing people in general. I can’t recommend them enough.”

“I have a car loan from here and it been great the understand when I get a couple days behind and I appreciate that a lot thanks keep the wonderful work all u wonderful people do for the clients”

“Working with Felicia for the last few years has been a great experience to say the least. I had my taxes done by a CPA for years and never felt as if I was getting all that I paid for. Felicia is very professional and has always made herself available for any/all questions that I've had regarding tax credits (especially during the pandemic). Following her advice has lowered my tax liability and helped me in starting my business a year ago (which she is also doing accounting and taxes for). Thank you for providing exemplary advice, seeing me as more than just a paying tax client and introducing me to your financial planning network.
I look forward to continuing to work with you.
Best wishes moving forward.”

“I have been Charles Schwab customer for a long time and always had a great experience with their customer service!This time I had to deposit a large check and was running a little late leaving work. This branch was closing doors at 5:00 PM and I showed up 10 min before that. There were no customers and door was locked already. As my last resort I knocked on the door and was pleasantly surprised when the branch manager came out, opened the door and gladly helped me to deposit my check!Thank you Charles Schwab!”

“I had a great experience with Dallas! I came in wanting to get an atm card for my savings account and he encouraged me to open a checking account that didn’t require a direct deposit. I was so excited. The process took about 15 minutes and I got my new card and account linked to my savings account. Very appreciative of his time and service!”

“We have been using AACPA Tax Strategies LLC for many years. Arif and his team have helped us through many tax seasons from straightforward W2 returns to LLC 1099 complex returns. The team is proactive during the year to help make tax season less scary and seeks the best solution for us and our business. I would recommend Arif and AACPA to anyone in need of a tax accountant partner.”

“I have been working with Adam for about 3 years now. He is always there to answer any questions and advises me based on my best interest from a holistic approach. I look forward to having him as my advisor for many years!”

“Philip and Julia are easy to work with and worthy of our trust and business. My husband and I wish we had found a CFP as soon as we married; we would be much better off financially if we had jumped right into a financial plan and investing versus feeling unsure and stuck. Furthermore, Philip gave us guidance that helped us get life insurance in place, which is key to our financial security. If you're feeling lost or stuck, they can help!”

“I contacted Tuyyo Planning Group with some questions about retirement account rollovers and spoke with Luis. Not only was he incredibly responsive but he went above and beyond by providing advice for a few tax-related factors I had not considered. Prompt, courteous, and knowledgeable!”

“Century Management has been outstanding to work with. They took the time to truly understand my goals, asking thoughtful questions and doing thorough research before offering any recommendations. The scenarios they built for my situation were detailed, realistic, and clearly based on genuine understanding - not a one-size-fits-all plan.

They’re also incredibly responsive. Every question I’ve had gets a quick, clear, and helpful answer. They know the market and care about getting it right. Just as important, they’re kind people who make the process feel approachable and personal.

I highly recommend Century Management to anyone who wants a team that listens, analyzes deeply, and delivers tailored guidance with sincerity.”

“I needed help on an account and Alberto Sandoval was patient and so kind in assisting me to accomplish what was needed. I had not gotten a tax form and I should be able to get one soon. I really appreciate his passion for taking care of me and my family.”

“After my first withdrawal I vow to let the world know about Mrs,SHEILA BRATTON, for his outstanding good works, with a minimum capital of $500 I invested SHEILA realized as huge as $6,900 profit in just a week. Mr s,SHEILA BRATTON, has made me believed that binary/forex trading is 100% real and pays a lot. “The only limit to our realization of tomorrow will be our doubts of today.” When it comes to binary options and forex trading I can say God sent SHEILA here to assist people gain their Financial Freedom. Ever since I began my trading with her my life has totally change for good and I've been uplifted money-wise, so as my friends and family. Contact him now via”

“Russ helped us with the process of selling our family owned specialty business which presented some challenging issues. His team’s experience along with great recommendations of other needed professional services to help facilitate the transaction was invaluable..”

“We have had Larry or Brian do our taxes for over 30 years. The firm is outstanding and very knowledgeable. Brian has also helped us with numerous other tax and real estate-related issues. My wife and I highly recommend this exceptional group.”

“Went in there with questions and concerns and all were addressed professionally and without waiting in line forever. The bank was quiet, not busy, and all windows were manned by tellers. I also opened a checking account and everything was taken care of to my satisfaction. Karla and Mathew were outstanding. There was also a silver, short haired man that appeared to be a supervisor who was extremely attentive and very professional. Great experience!”

“If you are eligible for an account with GEFCU, don't miss the opportunity. I moved my mortgage to a loan here and have been pleased with how well getting it paid off has gone, PLUS I got a great rate on the loan. The staff are all friendly and helpful. I hope this will turn into a life-long relationship.”

“The staff at this Bank is very helpful.
The lines both inside the Building and Drive Thru usually move very quickly.
Wished your % percentage S was more like the online Banks for savings certificates etc nevertheless good ? Bank.”

“I have a professional relationship with George and the team (Ben & Dave) at Grace Cap. There's nothing better than knowing someone you can trust in this space. Grace Cap genuinely wants to help anyone they can even though they may not end up working with them. That's a great sign of character.”

“Sharing appreciation review as a lot of reviews on here are more negative.

What I love:
1. Some of the lowest fees and minimum requirements. Yet they still have smart and helpful staff. (I mention this because some banks that boost low/no fees, compromise on staff quality. So with other banks you’re still paying with your time.)
2. Again, helpful, great staff!

3. I truly appreciate the skip-a-pay options on my car loans that usually come around July & Jan or Feb every year. It really makes a difference for my personal finances and stress. Feels like a blessing every time I get to choose to skip-a-pay.
I hope y’all continue this program. It’s a part of my loyalty to you!

Could improve:
4. Car loan process, which I’m sure is extremely long, could’ve been a lot smoother since I had to be the middle man calling Tesla and Rbfcu. Waiting on 10+ calls on hold for hours until I got the info the other person wanted or to just ask for an update. Took a lot longer than what was necessary.
This was 2 years ago so hopefully it’s changed then.

Recently, I tried to help my brother get a car loan for a used car, but Rbfcu is unique in that they won’t give you the money to pay the seller until they have the cars title. The seller was not comfortable with this weird method so they pulled out. Just saying that y’all are probably loosing loan opportunities because of that. Maybe it’s risk mitigation, but still there’s a means to make everything easier and make people more comfortable. Maybe giving an LOI to the seller…

Anywho, cheers! Yall are great!”