Guadalupe Investments & Advisory Services - Kerrville (TX)

Phillip Garza Renee from Alice, Tx had amazing customer service and made sure she answered all my questions. She also was very professional and well organized by have my paperwork ready to go. Thank you so much!! CoastLife Credit Union is a great place to bank!

Dawn Burwell We were so fortunate to have gone to the information session that was given by Nick from Brindle and Bay. It gave my husband and I some good information about retirement planning we hadn’t thought of. It was even more insightful when we booked an appointment with Tory to come into the office and help us with our personal questions. She was so knowledgeable and had given us some great advice so we decided they were going to be our financial advisors. Connie was my first point of contact for information gathering and she did almost everything for me! Transferring of my 401k was nerve racking but with Connie’s help I didnt have an issue as she was on the phone with me helping with questions. All along the way, Brindle and Bay has such an amazing staff who is there to support and provide the financial expertise my husband I are lacking. Now we have peace of mind with our finances.

Kelly Worthington Great home town investment management.

A Cruz Serrano I was referred by a friend to come here and boy am I glad I did. Julia was the personal banker helping and she helped my friend. My friend came in with me and she remembered the interaction. I mean she really connected with us. She explained in details the step to take. In addition, what tier level I fall in based off my credit. The process took a little longer on my part. But, she was patient and determined to help me through it. I say she’s an asset to you company and even more so to your branch location. Thank you so much! You gave me my peace of mind back. Finances aren’t easy, but with Wellby Financials and Julia’s it was.

None Good