Majestic Oak Financial - Round Rock (TX)

Jessica S I had a great experience with Rebecca always so helpful and answers all my questions respectfully I recommend it coming here 100%.

Sandra Ayala Tom Hofferber helped my husband and I navigate how to best prepare for my husband’s retirement. We have used his services on two different occasions and were pleased with how helpful he was. He is quick to respond to any questions. We would not hesitate to recommend him.

Dana Winebrenner We were very pleased with the financial services provided by BENOLD Financial planning. Jordan did a great job with providing a second opinion and look at future cash flow and retirement. The plan was very easy to understand. Thank you so much!

Lisa Sinn We’ve trusted Rick Reyes with our finances and retirement for many many years, and he has exceeded our expectations time and again. From day one, he took the time to truly understand our goals, our priorities, and even how we approach decisions. He explains complex topics in a way that’s easy to understand, answers every question with patience, and always ensures we feel informed and confident before moving forward. What we value most is his steady, level-headed guidance..... especially when my husband gets excited about “high-risk, get rich quick” ideas. Rick has a gift for walking us through the pros and cons, keeping us focused on the bigger picture, and ultimately protecting us from impulsive decisions we might regret. His integrity, transparency, and dedication are unmatched. In a world where trust is everything, we can say without hesitation that we trust him 100%. If you’re looking for a financial advisor who blends expertise, honesty, and genuine care for your future, Rick is the one we’d recommend every time.

Rachel Vg Good service, friendly and clear information.