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Austin Financial Wallstreet Tax Service - Austin (TX)

Address: 🏡 1005 Congress Ave. #925, Austin, TX 78701, USA
Website: https://www.austinfinancialwallstreet.com
Phone : +1 (512) 387-7620
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJPS3qfvO1RIYRabqreUO_iMw
#Texas
edward jones  financial advisor: carrie d bellamy tx

Edward Jones - Financial Advisor: Carrie D Bellamy - Granbury

Melonie Hanson We were with EJ for 6 years. Our personalized rate of return over 5 years annualized was 2.05%. This quarter was 2.78%. All they push is American Funds. Then you choose low, medium, or high risk tolerance. They lack fiduciary responsibility and their fees and commissions are extremely high. Take your money and run to a real investment firm. Oh, and you pay an account termination fee on the way out of the door, currently $95.00 per account.
1 /5

Jim White Financial Coach - Tyler

Pat Kinser White Jim White is a very conscientious, helpful and knowledgeable assistance
5 /5

United States Postal Service - Childress

DeweyJohn C. Huffer Wow!! Stopped by to renew my daughter’s passport and it was great!! So smooth!!! Maci and Terry were extremely knowledgeable and so helpful! Their professionalism was top notch!! Fast, friendly and enjoyable experience!!! They made us feel extremely important, we are blown away by how wonderful they treated us and the service they gave us!!!
5 /5

Wise Counsel Wealth Management - Georgetown

Raul villa I was referred to Wise Counsel’s services by a trusted friend, and it quickly became clear why. I worked with Trent Connor, one of their highly knowledgeable advisors, whose expertise and professionalism made the process straightforward and seamless from start to finish. I highly recommend their services.
5 /5

Texan Credit Corporation - Seguin

Amy Pierce I am so appreciative of this amazing company, Texan Credit! They have helped me out so many times and saved me when I was in the worst situations. I appreciate them always working with me and helping me out in the time of need! Thank yall so much! I really recommend this place to anyone who is in need of help! Thank you Edna for always taking care of me and being so understanding and kind!
5 /5

Krishna Wealth Planning - McKinney

Julie McDonough My husband and I have been working with Neil for over a year. We are very pleased with the establishment of a financial plan that fits our current needs and future growth. We have 24/7 access to our portfolio to see growth, projections, and so much more. In addition, Neil is very prompt with his responses to our questions and concerns. Neil’s approach to financial planning is straightforward and he is very attentive to details. He takes the time to know our personal details and engage in meaningful discussion. He provides many scenarios and works with us to make the decisions that are right for us. We enjoy the monthly status updates and timely articles relevant to financial planning and investing that we receive. In addition, Neil meets with us quarterly to discuss our portfolio and provide opportunities to make changes and update our plan. We highly recommend Neil and his firm, Krishna Wealth Planning.
5 /5