Smith Financial Group - Austin (TX)

Jim Dinan I have been a client of Jon Saleems @ Saleem & Associates for over 10 years now and couldnt be happier with the representation they have provided with my retirement account. I simply let Jon manage everything as he sees fit and his results speak for themselves. I would easily and highly recommend Jon and his firm for any investment needs.

Lane Rizzardini Rick and Amara were extremely knowledgeable and generous with their time in helping me understand our potential sales tax requirements in states outside of our home state. Highly recommend them.

Jon Martinez Lines are always rediculously long and you have to pay for online banking!

Tiffany Blackman I called in today and I spoke with Mr. Edward, That was his first time helping me with my payment. He was very helpful and letting me know about some awesome news that I wasn’t aware so of course I want to hear about news lol. And literally it didn’t take not even 20mins. So, I would definitely recommend whoever trying to get something small/big talk with Mr. Edward, I really appreciate it. All of the staffs that work at this location. Very nice and helpful……

Milton Tates Working with Carlton and his team has been an exceptional experience. The professionalism, expertise, and genuine concern for my financial well-being has been great. They took the time to understand my financial goals and provide clear personalized advice. During the process they always kept me in the loop as to the next steps I should take. Always available when I have a question, response quickly. One word to describe their services OUTSTANDING.

Garrett Master David is an exceptional financial advisor, offering personalized, accessible guidance with professionalism and expertise. For nearly ten years he has helped us plan our family’s financial future and steward the resources entrusted us. Highly recommend all on Blue Trust’s services.