Northwestern Mutual - The Texas Financial Group - Austin - Austin (TX)

Shelley Tijerina I can’t say enough good things about Hoyl Financial. After my mom passed away, they helped me navigate all the paperwork to collect her benefits—and made a tough process so much easier. They gave me regular updates (even when there was no news), followed up with each policy when things stalled, and stayed on top of every detail. They were also kind. They said heartfelt things about my mom, met with me face to face, and treated me like a person—not just a client. I got updates by phone and text, which made communication easy and consistent. If you’re looking for a financial team that truly cares—one that sees you as a person, not just a name on a client list—this is the firm for you.

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 outdated paperwork that had accumulated beside my coffee canister from various employers of the past 20 odd years.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

Alan SHOALMIRE To put it bluntly, Doug Crum is amazing! Doug is endorsed by Dave Ramsey as a qualified local provider, which was very important to my wife and myself when we were looking for financial advice. What you see is what you get with Doug - a man with a strong Christian background, solid trustworthiness, tons of patience, and he is a great listener too. If you want the best, look no further.

Parker Bufkin Kathy,Chad,Beverly,Doug, and Kelly have always answered every question Ive ever had. Chad went above and beyond to make sure I stayed, they knocked down my rate to a more affordable rate for my budget, the agents truly care about their customers, if I could give his 10 stars I would, but unfortunately all Google gives me is 5, God bless yall and thanks for being a insurance company that treats their customers like family.

Michael Hank Wilson Best bank on the state

Rosa Richards We been working with Christine on our credit and she is amazing! She has explained and always answer our questions! She is always keeping in touch and following up with us. In a month my credit score has increase and I’m constantly seeing results! I highly recommend!