Western Finance - Waco (TX)

heidi keyvan Mason has managed both my personal and business tax returns over the past few years with exceptional reliability, professionalism, and expertise. His deep knowledge of the field sets him apart, and I fully trust his guidance. Anyone looking for accurate, trustworthy, and thorough tax services would be in excellent hands with Mason

Denise Mckinley I love the girls in here and the decorations caught my eye coming in the door. Im a teacher and I love seeing the crafts.

Shardae Brisby Both Monica and Wendy are very friendly very helpful and understanding! And they are always in a positive mood!

Noel Van Meter Excellent service very friendly staff Staff very caring for there customers go out of there way to accommodate their customers

Vicki Scott Ed and I met Josh over 10 years ago at a UTA seminar on Social Security and Retirement. SWMG has been managing our investments since that time. Josh, and his entire staff have all been great to work with during this time and provide peace of mind when dealing with changes of any kind. We would definitely recommend them for any financial management you might need.

Margaret Casey Touchstone McDonald and his Oakwell team welcomed our family to theirs a little over a year ago. After careful evaluation of available and suitable financial advisors and wealth managers, Margaret and I observed the Oakwell team to be thorough, prepared, aware, available, effective, careful and professional in their observance of our financial situation and needs for the future. We made our decision to trust Touchstone and Oakwell based primarily on the integrity of their people, process and related systems. To that end, we remain grateful for the relationship, and we say "thank you" to Touchstone and the entire Oakwell team.