Aspect Wealth Management Group - San Antonio (TX)

Twin19S550 Have used Steve Davis for YEARS to do the families taxes. Have had nothing but excellent service. Never have had any issue after service..

Dennis Mikhail Had my taxes done here a couple years ago, and then got audited 2 years later because they filed our taxes improperly. Being tax experts I would expect them to let us know hey this is not the way to do this or actually doing it the right way and then on top of that charging us $300 which was a discounted price to file our taxes with no audit protection according to them even though I remember them telling us that there was audit protection. Now my spouse and I owe $14,000 to the IRS and theyre of course not liable for anything like any other crooked business that doesnt want to do what they get paid to do. I understand if we have a debt we have a debt that is our responsibility but the reason to go to a tax expert is to make sure this type of thing doesnt happen. Otherwise we would have just done this ourselves or went to h&r block which would have charged a quarter of that price and had audit protection. I would stay away from these people if you want to make sure you dont have any legal repercussions with the IRS.

Mike Jump Steve Engro and the team at Beacon have been helping our family with investment advise & financial planning assistance for over 20 years. I value their advise and our results have exceeded expectations. The entire staff is very professional, responsive and accessible.

Jared Alleman I have always had positive experiences here. At one point they even had a dozen of us together in a computer lab walking us all through our travel vouchers at the same time.

Trace Oswald Blake Wallace is a very knowledgeable financial advisor whom guided me through all the in’s and out’s of investing. I had never before invested a single dollar in the stock market yet he really helped me understand how everything works. Honestly, I was very pleased with his face to face meetings and walked away every time knowing I made the proper choice with investing a substantial amount of money with his firm. Thank you Blake Wallace for everything and I pray for many more blessed years to come!

K Lewis Registered and funded an account online since there isnt a branch in my state. Truist closed the account two days later. Contacted customer service to find out why and was told I needed to visit a branch to provide identification. I again explained Im no where near a branch and asked if there was an alternate method to verify ID. To send via email, document upload, etc. The representative stated no, the only way to verify identification is at a branch. When I asked about my funds in the account, she said she didnt see any money. I corrected her immediately and told her "SunTrust" debited the funds because its on my bank statement. Trust purchased SunTrust and clearly hasnt updated the name but the money left my account. Navy Federal also confirmed Truist withdrew the funds. Trust continued to say they didnt receive any funds and they couldnt reopen the accounts. So I filed a fraud dispute with Navy Federal against Truist.

Jose Great little bank.

Kevin The team was very helpful and provided information through-out the process making it vey easy. I look forward to doing business with them again in the future.