Wells Fargo Advisors - Bryan (TX)

Kimberly Harville I was dreading filing my 2024 taxes because I was certain I was going to owe. I spoke with a few different tax professionals, but none of them gave me much confidence, until I connected with Saige. She took the time to understand my situation, and for the first time, I felt like I was in good hands. Not only did I end up not owing, but she even got me a small refund back. And she did it the right way, no shady shortcuts that risk triggering audits down the line. On top of that, she helped me sort out a previous tax issue where I owed over $12,000 due to circumstances outside of my control. She made a stressful situation feel manageable and took care of everything with professionalism and care. Highly recommend Saige for any and all tax needs. She’s knowledgeable, thorough, and genuinely cares about helping her clients.

Kevin Head Awesome place and great people work here. Ive been getting my vehicles insurance here for years.

Les Rutherford I know that none of us like change and I will be the first to tell you that I miss the good ol days of Citizens Bank. But, having said that, I want to take a moment to offer up some appreciation to Ashley, Veronica and the gang at the Happy Bank in Post. They have issues that are imposed on them from executives who sit in offices or spend way to much time on the golf course but as for me they have always done everything they possibly could, within those sometimes ridiculous guidelines, to make me glad I have remained a Citizens Bank, aka Centennial Bank, aka Happy State Bank customer

matthew escareno Karla and the team working there were very helpful throughout the loan process. They had everything ready to go as soon as I walked in. I was in and out, thank you again to her team for helping me. I highly recommended them

Jackline Thomas Their services was great...

Joe Deegan My wife & I have been with Capital Advisors for over 4 years & have been very happy. Their communication is great. I get updates all the time. I talk with them at least once a quarter, sometimes more. If I need money they get it to within a day or two. I used to do my own investing. I am getting older & wanted someone to help my wife if something happened to me. I am sure I found the right company.

Chandler Bolt The best of the best. Ive been working with them for almost a decade now. If youre looking for a family office, theyre your people. A++