Oak Crest Advisors - Belton (TX)

Jenni Vaughan Jacqueline is fantastic, and I highly recommend her. She is an experienced, knowledgeable, and exceptionally capable accountant who works with great efficiency and integrity. She always has your best interests in mind and is exactly the kind of person you want in your corner when it comes to managing your finances and taxes. Look no further – Galveston, Texas folks - Jacqueline is the best.

Jessica Thompson Breanna was really helpful and Alex was very attentive and answered all my calls and everyone was very friendly highly recommend

Damian Garcia Excellent and super friendly service !!

Susan Crews Twice since the death of my husband and me taking over our joint accounts this institution has been unprofessional and impossible to work with. The first incident was trying to transfer money out of our account to another bank because I had found a savings account paying 7 times the interest rate at Texas Partners. It cost me 3+ weeks of interest before they would approve the transfer. Just this week, because the lobby hours are only until 3pm 4 days a week, I was trying to deposit a significant amount of cash at 4 pm. In the morning I was told to use the commercial drive through lane. At 3:15, I was informed they were short staffed due to spring break and I would have to return the next day with my cash for deposit. Needless to say, I returned the next day, removed the remaining money from my account and took it and the cash to another bank.

Jasmine Ballew Friendly helpful staff, in and out in 10 minutes max most days

kimberly fenimore Jenny and everyone there were so amazing. Unfortunately I wasn’t able to get a vehicle due to my own circumstances. But they were so willing to work with me and it’s absolutely refreshing to see good people willing to help! You need a vehicle definitely go to them!