Advanced Financial Strategies - Woodway (TX)

Sue Helm John and his staff are always on top of things, very well informed and friendly. We have been dealing with them for years could not imagine working with anyone else.

Delcy Castro Excelente customer service!!!! I went to this branch for the first time today it felt like home. Jesse went beyond expectations. When I walked in Jesse asked how he can help me, but I didn’t have my card on. Since I was using crutches he went grab a chair for me to seat , and placed the chair near the counter so the teller can assist me when my turn comes. In top of that Jesse informed the customers i line, and coworker about the situation. The teller also provided excellent customer service (thank you so much) she asked me multiple times if I need anything else, but I forgot her name. Thanks Jesse I was holding my tears, your actions were very quickly. You’re very compassionate person I hope BOA value your work and passion of helping others. I do appreciate you. Blessings.

Linda Brown I visited with Bob for some much needed financial advice and consolidation of all of my various current and past retirement accounts. I provided him with the my packet of documentation from several different company retirement accounts throughout my career. (I actually gave him a pile of crumpled, coffee stained (is that mustard?) outdated paperwork that had accumulated beside my coffee canister from various employers of the past 20 odd years. You know you all have that stack) Let me first say that discussing investments, retirement and savings in general causes me to go into a semi-conscious stupor; my eyes glaze over and I start wondering if I left my oven on, when my passport expires, where my passport IS and generally pondering various superfluous concepts and ideas in my brain. (How DOES a bird sleep at night?). Frankly I would rather have a root canal. He gave me the initial information I needed in an easily digestible manner; was thorough and engaging and answered all my questions and concerns. He listened as I explained my position, my past experiences with financial planning and my concerns should I not be able to work. Nursing is a tricky business after 65. My plan up to that point was to simply keep showing up for work until either my key no longer worked or I noticed my checks had failed to arrive. I am within 5-10 years of retirement, just turned 65 and woke up last Friday morning in a panic thinking “I have no plan, don’t know where my funds are, don’t know how much I have and does anyone really understand annuities?” I am just a hardworking self-supporting RN. I haven’t really ever thought I would have to or need to retire. Just point me in the direction of the coffee pot and the next patient and I’m off! Retirement? What’s that. The retired nurses I have encountered are few and far between and are either in a multi-earner household or were forced to retire due to health concerns (most not ‘comfortably’ retired). I feel very comfortable with my choice and am relieved to get back to the business of patient care while not having to worry about my retirement plan (and secure in the knowledge that I actually have one). Thanks Bob Vasquez. PS sorry about the paperwork Jenga. I can’t promise I’ll do better in the future.

Librado Sowell Benjamin is a great financial advisor who is exceptionally well-qualified and brings a rare combination of expertise, integrity, and strategic insight to every client relationship. With a strong academic background in finance and years of hands-on experience navigating complex markets, they have a proven track record of helping clients grow and protect their wealth. Whether it’s retirement planning, investment management, or tax-efficient strategies, they approach each financial situation with precision and care. Their ability to simplify complex financial concepts and tailor solutions to individual goals makes them a trusted partner for anyone looking to secure their financial future. Simply put, they are equipped to handle anyone’s money with confidence and skill.