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8AM - 7:30PM
2700 Vía Fortuna #100, Austin
Financial Advising
“If I could give more stars, I would. Chris, Bobby, and Adam have truly exceeded my expectations. They bring a perfect blend of professionalism and personal touch to managing my finances, treating them as if they were their own.”
“If you’re in the market for a lending company that truly delivers, Vista Lending is the one to choose. Russ, Jennifer, Sarah, and the rest of their incredible team went above and beyond to help us close on our home.
Despite facing several unexpected issues, they never wavered. Instead of giving up, they tackled every challenge with determination, patience, and kindness. Their dedication and hard work ensured that we reached our goal, and their supportive attitude made a world of difference during a stressful time.
We couldn’t be more grateful for their relentless efforts. Vista Lending is the only choice for us. Thank you for turning our home-buying dream into a reality.”
“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!”
8AM - 4:30PM
4404 W William Cannon Dr Q, Austin
Financial Advising
“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!”
“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!”
9:00 AM - 5:30 PM
7421 Burnet Rd Ste 306, Austin
Financial Advising
“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.”
“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.”
“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’ve had two strategy sessions with Philip and have walked away both times with clear action items and greater clarity of my financial plan. Philip is knowledgeable and approachable, and working with him has been invaluable.”
“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!”
“I have been with Fox Alliance Wealth Management for 10 years and 5 years ago I began using their Tax Preparation services. They are only the 3rd Tax service I've used in my life, starting with my 1st job in 1970. They do use a person (person to gather up all my income, K1's, charitable deductions, property taxes, etc.. that I give to them in a shoebox full of receipts - unsorted/organized) to gather (organize) for their CPA staff. It is very automated for me (retired) as my situation doesn't change much year to year. My income is $250k+ and is complicated due to prior investments with carry forward issues. They give me a cover letter summary 1 page of my return and what changed + or - year over year. Net overall Federal tax is 12% as they take advantage of every legal/allowable deduction. Then I Get a report that compares current year (2023) with the past 2 so I see clarly what has changed. Their staff is very responsive. I now live out of state but even when living in Austin there was never any reason to meet with the CPA (still have never). I'm not sure why Jodi/Myra (same person? too coincidental??) are so upset. If they want a tax planner - someone to advise/consult with the best tax advantaged investments or other legal tax advantaged options, they need to consult the with Wealth Advisory side, who I also highly recommend. My experience has been 5 star with both.”
“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”
9AM - 5:30PM
10806 Metric Blvd, Austin
Financial Advising
“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.”
“Rachel, David, and Scott have been absolutely incredible in supporting my husband and me with our financial planning. As homeowners with two kids, balancing everything can feel overwhelming, but their guidance has made a significant difference. They've provided us with clear options and a solid path forward. Their dedication and support when it comes to stocks, budgeting and planning for the future have been invaluable, and I am forever grateful for their help! I would highly recommend.”
“Ms. Saucedo conducted herself in a professional manner to ensure all my questions and needs were met. She was able to promptly ensure that I was being serviced in a timely manner and made the experience quite pleasant. Actions like these is what makes customer continue to visit this branch.”
“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.”
“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!”
8:30AM - 5:30PM
14205 Burnet Rd #640, Austin
Financial Advising
“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..”
“There were a few hiccups when I first opened my personal checking, but RBFCU resolved matters very quickly. Customer service has also been excellent so far and I am loving the great interest rates. I hope to be a long time customer!”
“Very respectful and nicest workers. One in particular names Amirisa (I believe) made my day. Her energy was so amazing and her gorgeous smile brought my energy level up and made me smile. Thank you for that.??”
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“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.”