Trinity Oak Wealth Partners - New Braunfels (TX)

John Wisener Brick is my “go to” guy when it comes to investing for retirement or saving for our grandkids college. He makes it easy.

Brian I started working with Scott in my late 30s. I was self managing my portfolio, but it was time to get real and allow a Pro to take me to the next level. I didnt come in with a lot because I wanted to see what he could do. Scott handled my account as if it was a 1M dollar account although it wasnt anywhere close. He earned my trust so I moved 100% of all my investments into his care. We have worked together for over 5 years now and my portfolio is in excellent position to retire on-time and possibly early. Scott knows his stuff, and isnt scared to say I dont know, but Ill find out! I had some unique challenges which he solved. Id recommend this guy to any young guy ready to get serious, or an already diverse portfolio individual. He has a can-do attitude and he will take your portfolio far if you trust and listen to him as I do.

Dana Davis High pricing in their packaging

James Wang This company is a fraud. They signed me up for auto-renewal without my permission and gave away my credit card information to Swyfft for an auto draft. When I found out and called, this lady was rude and hang up on me right away. Stay away from this agency company. When your insurance is due to renew, they would never make an effort to contact you, no emails, no calls and no messages. Your insurance ends up either lapsing or auto-renewed with more than double the market rate. Swyfft made an auto draft of $4447 for my homeowners insurance. I called Allstate and secured a rate of less than $2000.

Incognito Miller 2. Thats it. These people have made my life a living helll and have pushed me so close to the brink of bankruptcy. The only reason for the second star is because their nice on the phone.

John P Luis Gasca is a very professional investment professional. I enjoy working with him and his knowledgeable staff.

Kenneth P This place is so helpful in my time of need. They are very knowledgeable and friendly. If you need help this is the place.