Marshall Financial Services LLC - Austin (TX)

Diane Conrad-Clark I have been working with Jennifer since 2024 and I couldnt be more satisfied. Her expertise, attention to details and approach have made managing my finances so much easier. She is always professional and reliable.

Deward Timothy Ive had several financial advisors ove the years, most who tried to get me to make changes that would benifit them, not me. Then, a few years ago, I started working with Justin who was helping me with my wifes IRA. What a breath of fresh air. His advice is straight forward and to the point. Ive never felt he was looking out for himself rather than me. Ive since moved much of my investment money into his care. Good job Justin.

Ariel Rubio ll Great service! Fast approvals glad I came in. Got the help when no one else would get me started.

Chad Caldwell This was originally a 2 star review. See end of the review for Smart Financials actions related to my original review. Ive been very impressed with my local branch, but the call center has been a different story. My first interaction was with Valerie. She was friendly and answered all of the questions I had at the time. She also gave me her direct number in case I had any further questions. This is where the customer service has hit an iceberg. I have called her direct line 5 times in two weeks with no response. I know its the correct number because her greeting states her name and says shell contact you back in a timely manner. Im unlikely going to continue this loan process with yall since I have been completely ignored. Will likely just stay with my current "to big to fail" bank, since they at least return queries to my questions. Jeremy and Angela contacted me and completely remedied the issues with me, and I am very satisfied with their response. I believe they will be using this as a team coaching opportunity, and should not be a problem in the future.