Investing near Round Rock, TX

“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!”

“Moved my account from another firm. The service, conversation, advice and information i received in 1 day was more informative than 2 years were i came from. They are not trying to push any funds and my flexibility where I invest my money, is unlimited at Schwab”

“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”

“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.”

“I have been with UFCU for many years. Recently worked with them a loan. Shannon helped me. It was the easiest process and I got exactly what I needed at a rate I can live with. She was kind and diligent. Thank you all so much for keeping your members, members!”

“I went to bank this week with a big jar of coins that I had been saving all year to deposit it in my account. I arrived about 9a, just after opening and I was the only customer in the bank at the time. I made a four figure deposit which consisted mostly of big bills. I also had with me a mason jar with primarily quarters, nickels and dimes. The teller gave me a tray and paper sleeves to roll it. I don't understand why she could count the big bills, which she did with no problem, but not the coins. Sure, it takes longer, but I am a customer. I went to the lobby to start rolling out my coins, accidentally dropped my purse, and some of the coins. As I sat there in an empty lobby with a teller looking on, this wonderful lady came over named Mirian Cintron. She is a personal banker there and offered to help me roll the change and expedite my morning experience. Miriam was incredibly helpful, pleasant, professional and turned around my entire experience with Wells Fargo that day. Had I not had the experience with Miriam, I would have closed my account later that day and taken my business elsewhere. What the teller and personal banker didn't know is that I just moved to the neighborhood and now, because of Miriam, I will continue to come to that branch and work with her. They also didn't know my mom is a recent window and looking for a new bank. I understand we live in a world where efficiencies need to take place, but I believe my teller experience could of been handled better and am thankful my personal banker experience went the way it did. Because of the teller I took what would have been an exceptional review down to only 4 stars. If I could give Miriam 10 stars I would.”