Financial Advising in New Braunfels, TX

7 locations found near New Braunfels
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“Randy is incredibly helpful and easy to get ahold of whenever I have a question. He allows me to come in and sit down and explains things to me in a clear way. Definitely has saved us a TON of time and money over the years and increased our peace of mind.”

5 Superb29 Reviews

“My wife and I have been using the very same, highly competent tax service in MN for nearly 30 years (25 of that remotely). We appreciate great service and have been fortunate to have such a business relationship for so many years. After moving to New Braunfels, we decided this year to seek out a new local service, as our long-time MN provider is nearing retirement. We initially found O.G.L. via local business listings and social media. We interviewed several other service providers in the area, including O.G.L. Although a San Antonio-based HQ, one of the Partners, Gail Guest, resides in NB, and operates a modern well-staffed location here. They are very reasonably priced for the high level and breadth of their services. We asked for a meeting with O.G.L. months before we would need business services, and was instantly impressed by Gail. She is very friendly and approachable, and also extremely professional. She knows her business cold, and asks great questions! We began supplying prior year(s) information to Gail for she and her staff to preload into their systems, both to save time at filing season, and to provide Gail and her team a good snapshot to anticipate our needs. Net: Gail and her staff completed our services for this year in record time, and with excellent outcomes. She also cared enough to investigate some especially complicated issues that really helped us - on her own time. We appreciated that professional courtesy, her excellent work product, and her work ethic very much. Needless to say, O.G.L. Is our new permanent tax and business service. Thank you, Gail.”

5 Superb1 Reviews

“This branch gives exceptional customer service each and every time I have visited either the drive-thru or inside over the last 5 years I have lived near it. They always strive to be polite and helpful. I appreciate them very much for all my banking needs.”

4 Good2 Reviews

“RBFCU at Creekside is a fantastic credit union that offers exceptional customer service to its members. The staff is knowledgeable, helpful, and always ready to assist members with their financial needs.RBFCU offers a wide range of products and services that are competitive with other financial institutions. In addition to going in the branch or using the ATM, the live drive-up option is especially convenient for those who prefer to conduct their banking without leaving their vehicle. And for those who prefer to bank digitally, RBFCU's online banking and mobile app are easy to use and provide all the necessary features to manage one's finances on the go.Overall, RBFCU is a highly recommended credit union for anyone looking for excellent customer service, competitive rates, and convenient banking options.”

3.9 Good7 Reviews

“Cayla was warm and welcoming after I was treated poorly by one of your bankers at the counter who choose not to be kind when asked a simple question. I don’t understand rude customer service by any employee. That is the first priority of your employment. However Cayla saved the day with basic human decency and exceptional customer service. Thank you. I have been with Randolph brooks since I was 17 years old because of your standards for excellence customer service. Today I was disappointed greatly. However I wanted to give your store 5 stars because of people like Cayla. She is the reason I come back.”

3.1 Average25 Reviews

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