Investing in Austin, TX
17 locations found near Austin
View Map8:30AM - 5:30PM
1905 W 36th St, Austin
Investing
Investing
“We've been working with Luis for a couple of years now. We consider his knowledge, advice, and proactiveness to be worth every penny we pay for it. In our first year, he'd already saved us enough money that even after paying him, we were coming out ahead. He also spotted a minor goof made by our tax guy that could have snowballed and come back to bite us if it had gone unnoticed until retirement. Best of all, Luis genuinely listens, and understands that the role of money is not just to gather more of it, but that its best use is to support your true goals and values.”
Investing
“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!”
Investing
“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”
8:30AM - 5:30PM
8000 Centre Park Dr # 200, Austin
Investing
“I had never heard or been to Big Austin until I signed up for a drawing they had. There are some awesome things I found out that go on around and in the place. Ms.Cheesie, thank you for making my time spent there worth while, it was great learning about what you all do there, and it was great socializing with you and others. Keep doing what you're doing for our community. We need you.”
Investing
“Hello Fox Alliance team!First and foremost I would like to say it has been a pleasure working with this organization. I am so very pleased and impressed with the awesome service, and feeling of confidence I have in them handling our return. They have all exceeded our expectations in the service provided. The attention to detail, and super quick response time in answering any questions is amazing! I contacted this company a year ago with no knowledge what to expect. I was desperately looking for people I could trust and would feel comfortable with. They were the first call I made out of 8 calls to different companies. None of the other companies felt right, but The Fox Alliance team did. Travis met with me for an In-person appointment. I unloaded a bunch of paper documents that I was confused about , and he told me they could help me. And they delivered! I got to work with Chloe. She is so awesome! Very knowledgeable and explained things to me in an understandable manner. I requested her to work on my return again. And the fee for this level is service is very , very reasonable.I will be back again next year, and look forward to a solid relationship for years to come.Also, I enjoy the webinars with Max and the wealth team! Very informative information and professional presentations.”
Investing
“I want to give a shout out to Brian Armstrong who provided exceptional customer service at the front desk. He was taking care of three people at once. Two of which were older ladies whose sense of entitlement, snarky remarks and overall rudeness would have made anyone crack under pressure. Not Brian, he continued to solve their problems and my own while addressing us in a very courteous manner. I truly believe he should be recognized in some way.”
Investing
“A couple weeks back, I was about to find another place to bank. Then, I spoke with someone who explained my complaints were caused by a 3rd party. Turns out, that's likely the case..Earlier this week, I literally got robbed at 7-11. They handled canceling my card in like 2 seconds. Today, I discover my wallet is missing..in panic, I show up at 5:15. Doors are locked but I had just sprinted a mile to get there on time (thought it was 530) for some reason. And wouldn't you know it hey? As much of a jerk as I was a few weeks back and they let me squeeze in. Never had any complaints about the staff...all are excellent”
Investing
“The man who helped us was professional and patient in explaining confusion in a transaction process. We dropped in with no appointment and left thankful we are their customers.”
Investing
“Working with Joe was a pleasure. He is highly professional and sensitive to a client's needs and long term goals. Joe is extremely knowledgeable of all facets of life insurance.”
9AM - 5PM
3305 Steck Ave, Austin
Investing
“Absolutely the best banking experience time and time again. Fast and efficient friendly staffing, quick processes that have helped me out a lot over the years and on the fly for most of them. It feels like you never have to wait in line for anything”
9:30 AM - 4:00 PM
111 Congress Ave. # 300, Austin
Investing
“I love this bank! I walked in the other day disheartened about a fraudulent business taking out automatic payments from my account...I wanted to ask one of the bankers if they could make stop payments from this company. I was greeted by Elizabeth Davila who immediately started helping me...after a month of nightmares trying to contact that company, I wondered why it took me so long to come to the bank and ask for help. She was kind and professional and completely made me feel like she cared personally...Liz took an hour out of her morning to help me, to look through my account and to suggest I file a claim through Wells fargo- I had never thought this problem could be resolved with the bank taking the initiative on my behalf! Thank you Wells Fargo, and thank you VERY much Liz! Happy New Year!”
9:00 AM - 3:00 PM
11651 Jollyville Rd STE 300, Austin
Investing
“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.”
9:30 AM - 4:00 PM
605 W 15th St, Austin
Investing
“I had a great experience with Sergio. He had a busy morning but was able to squeeze me in for a critical fraud case. He spent over two hours with me, calling over 6 support reps to help with my case. Ultimately he wrote a letter for me that I could use to fix my situation. I didn't have an appointment but Sergio still took time out of his day to help me. I highly recommend this branch because of Sergio's great customer service.”
Investing
“Great small bank. I have been a member of Greater Texas for 41 years. On the rare occasion that I have a problem, they seek to remedy it. Tyler Rogers out of their San Antonio branch has been especially helpful.”
Investing
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