1 Stop Financial Services Center - Round Rock (TX)

TK Campbell We havent had a financial planning advisor before, but we shouldve teamed up with 49 Financial a long time ago! Truly a different kind of company-- integrity and a true desire to put our interests first. They spent a long time listening to us talk about our needs and wants and then telling us how they can assist us get to the goal line! Dean Dillenberg really impressed us with his professionalism and knowledge, and his co-worker Liv Shin is enthusiastic and eager to help us find the right investment options. We would highly recommend you give them a call.

Melissa Morgan Its a bank lol pretty friendly.

Martin Towey We had another advisor for over 10 years suddenly up and quit on us. The firm he was with never even told us, and were unapologetic, when we finally found out from a missed meeting that no one was servicing our accounts in the meantime. We interviewed multiple firms and were surprised how many bad firms there are out there. Unprofessional, uncaring, and frankly uninformed, all they wanted to do was talk about themselves. After speaking with Edelman Financial Engines we were optimistic and ended up with Mr. Chase G. and he/they have been nothing short of excellent since. Despite a couple of stumbling blocks with the transferring of funds between old and new Chase has been professional, knowledgeable, understanding, and apologetic. He quickly took the reins and has since taken over both mine, and my mothers, financial planning with the personal attention youd give to your own. Very inquisitive and mindful he has taken the time to truly ingest our needs and then find the tools to address them. Fantastic personal touch I feel more like Im his brother than a client, I cant recommend Chase G. enough.

John Doe Our experience with Gary Cook and his staff has been exceptional. The staff is always helpful and attentive, and they work tirelessly to get everything processed accurately and on time. I cant recommend them enough.

Jackie Walton Vanessa helped me today. She was excellent. Becca is awesome. I have always had quick, efficient, polite service at the Kaufman location.

Susan Andersin Lori and Karen are the 2 sweetest ladies anyone could ever have a pleasure to know. They above and beyond what they need to do for their customers. Thank you both.

jacqueline chandler I had a wonderful experience with Cruzita at ACE Cash Express! She was extremely professional, patient, and friendly throughout the whole process. She took the time to explain everything clearly, answered all of my questions, and made sure I felt comfortable and confident with my transaction. It’s not often you come across someone who provides both excellent customer service and genuine care, but Cruzita does exactly that. I truly appreciate her help and will definitely be coming back because of the positive experience she provided!