Kingsview Partners Waco Office - Waco (TX)

Kimberly Harville I was dreading filing my 2024 taxes because I was certain I was going to owe. I spoke with a few different tax professionals, but none of them gave me much confidence, until I connected with Saige. She took the time to understand my situation, and for the first time, I felt like I was in good hands. Not only did I end up not owing, but she even got me a small refund back. And she did it the right way, no shady shortcuts that risk triggering audits down the line. On top of that, she helped me sort out a previous tax issue where I owed over $12,000 due to circumstances outside of my control. She made a stressful situation feel manageable and took care of everything with professionalism and care. Highly recommend Saige for any and all tax needs. She’s knowledgeable, thorough, and genuinely cares about helping her clients.

anthony aguilar Benjamin and Comal Wealth Management has been amazing! He has taken care of our retirement for years & we have been extremely satisfied.

Ashley Bonds They said I was approved for a loan. I submitted additional information and they come back and said with my additional income I have a negative budget which makes no sense. These people are dishonest, don’t know what they are doing and are not properly trained in customer service. I would not recommend getting a loan though them as they will run your credit 2 to 3 times and offer to help dispute the inquiries only to not be of assistance at all.

Arik I unfortunately have a lot of experience with loan companies. I have to say that Service Loans is easily the best I’ve used. They’re always friendly, even if I go awhile without seeing them they always remember me and know my name when I walk in. They make the experience pleasant and easy. If you’re looking for a loan I highly recommend them.

Jasmine Perez Jewels the branch manager was very helpful, answered all my questions and was able to get me covered! Receptionist was very polite/ welcoming as well!

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 outdated paperwork that had accumulated beside my coffee canister from various employers of the past 20 odd years.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.

Jesus Zepeda service is excellent and super fast! Staff is very welcoming and explained the whole process. Will refer others to them. Thank you for your patience

Yancy Yancy Very personal and friendly staff. Have multiple accounts with them. They are always looking to improve the customer service and banking experience.