Family & Finance LLC - El Paso (TX)

Margaret Casey Touchstone McDonald and his Oakwell team welcomed our family to theirs a little over a year ago. After careful evaluation of available and suitable financial advisors and wealth managers, Margaret and I observed the Oakwell team to be thorough, prepared, aware, available, effective, careful and professional in their observance of our financial situation and needs for the future. We made our decision to trust Touchstone and Oakwell based primarily on the integrity of their people, process and related systems. To that end, we remain grateful for the relationship, and we say "thank you" to Touchstone and the entire Oakwell team.

Raymond Kerber Had to find a quick cash solution without a bank account, and Denton’s Loan For Any Purpose had me covered. Alonso and his staff were very patient and explained the no bank account payday loans well. One minor gripe: the email confirmation took a little longer than expected.

Major Bob Seemed very friendly and was willing to work with Charitable organizations like Rotary

Rafael Blandino Jr I would highly recommend the impeccable service and professionalism of this team. Everyone at Joseph Financial Partners is so polite and helpful even with my dumb questions. Jody has been so easy to work with and my returns are above and beyond my expectations.

Garland I have been a client of Dan Dillards even before he started NEST Financial. What originally drew me to him for financial advice was his emphasis on educating people and potential clients. He brought in various speakers to his public sessions and helped people get the facts. And even after forming NEST Financial, he still excels at helping people become educated on financial issues. He now holds video conferences to communicate with his clients or other people on a regular basis. The NEST Team (Dan, Gloria and Sean) work together very well and each person brings a set of skills the mesh together for the client. I have had the pleasure of talking and working with each of them at various times. I like the fact that they keep on the forefront of what is going on in the investment and financial world. When I first came to Dan, he helped me invest old 401Ks (that were consistently losing money) into worthwhile financial investments that turned my situation around. He has helped me with insurance and diversifying my investments... including investments outside the stock market. I have learned a tremendous amount from Dan over the years. And with the current team at NEST with Dan, Gloria and Sean and the work they have done to become associated with Folio, it seems like they are headed for even bigger and better things in the future. I have nothing but compliments for the NEST team... they listen to their clients... they are responsive to their clients for getting things done, never pushy and I feel like they give me advice based on what they truly think is in my best interest.

Erik Brown Great place and helpful advisors! Scheduling an appointment was very easy. The advisor I met with was very knowledgeable and helpful, but also not pushy in any way. Their app is very useful as well, and allows me to get insights at anytime and transfer in and out with no hassle whatsoever.