Oak Crest Advisors - Belton (TX)

Elias Martinez First time ever having a credit union, I was a bit in distress since I deposited a check and was waiting. I got told from the call center that i wouldn’t see the funds until 3 weeks later so I went to my local branch and the manager there with the sexy smile. He was able to get the funds available the very next day since I was waiting for 3 days. The teller was also nice and had a great attitude! Feeling very blessed to have chosen and accepted to this credit union

Wendy Pickard I have known David Rodriguez for many years. First as my Broker and then as my Financial Advisor. I have every confidence in his expertise in managing my portfolio. I look forward to our continued business association and friendship for many more years. Heartfelt Appreciation Wendy Pickard

lisa rivera Great customer service. All my questions were answered with great explanation.

Sandy Mendoza I just want to Thank Kassandra! She did an outstanding Job with my Taxes. I absolutely love that she was honest and did everything the right way. Kassandra helped me for a year straight and answer all my questions and concerns. If you want someone who cares and listens Kassandra is who you need to talk to.

Lanett Ponder Michael and Brandon were so helpful and kind throughout the entire process of purchasing my 2023 GMC Yukon Denali Ultimate. Michael was quick to respond and continually followed up anytime I had questions. This vehicle was the exact color and trim level I had been wanting for quite some time. The entire process was quick and straightforward from start to finish. Thank you Michael! We are loving our new ride!

James Gorrell Been using RFG for a few months now. They essentially act as our finance department. Since working with RFG we have seen a definite uptick in closed deals. Eddie is informative and easy to work with too. Definitely recommend.

Brittany Zachary If you are short on cash come see Bree and see if she can help you! She is very professional and will try her best to get some help! Thanks again Bree!