Find the Best 15 Finance services in Austin, TX

Briana Rose Finances can be so overwhelming. When my wife and I got married, it was hard to figure out where to start to combine our finances. We had goals, little control/sight on finances, and a ton of questions on how to be strategic with our funds. Leah is so incredibly easy to talk to and lays everything out in an easy-to-digest manner. She figures out what is important to you/your family and approaches everything through that lens, while also giving her professional input on what we should consider and implement. Everything has smart reasoning, timeline, and she can make adjustments when life just happens. She is also good at "tough love". She will point out when something we are doing is impacting our own goals and ways we can fix it or other buckets we can pull from. When we feel truly discouraged, she is able to pull up data via the 5 year plan that shows we really are not in as bad as shape as we feel. 10/10 recommend!

Mary B Ron and Dana are the best. Thank you for helping me with my 2023/2024 tax mess. Ill be back next year. Ive met some truly kind people since I moved here and you 2 are at the top of my list.

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++

Jeff Casey A great experience

Armand Hernandez When it comes to understanding and managing finances I’ve never been too good with it. But for Angel Escobedo it’s his first language. I’m very impressed and grateful for the amount of help he single handedly gave me. Angel broke down every term into its basic elements and made someone who’s never been great with money understand it better than I ever have in my life. I definitely recommend setting up a meeting with him to get further insight or just learn something that will help you. With Mr Escobedo on my team, I have all the confidence I need moving forward and planning for my future with my investments and planning for retirement.

Allen Schultz Great Coustom Service, Rosa explained everything and answered all my questions. This was one of the better experiences I have had with a loan company. Highly recommend them

Vivian Johns AFIC is a great company!!! From inquiry to funding took only three days. I highly recommend!

Jorge Fernandez Jaron Vasquez, Traci, Zane and Tomas are great to work with. They kept me on my toes making sure I was completing tasks, in order to stay on track and close escrow on time. With their help completing their portion of work in 6 days, I think escrow closed in 2 1/2 weeks! I definitely recommend them to everyone. As a real estate investor, Ill use them again and again. I also recommended them to my broker for adding them to our approved lender list. Great experience!

Ross This NWM Austin team is fantastic! I started with a test account when a college buddy cold called me a while back. After a few months Nick took over. He has unmatched follow up and client relations. Callie and Eric are also a part of the team and are so easy to work with. I recently dropped another major institution to move more of my portfolio to them, they deserve and fully earned my business. Thank you all!

Sylvia Gordon Melissa did a fantastic job with the Medicare supplement insurance options. She is very knowledgeable and took a lot of time with me. She was extremely patient when I was not understanding all the different options that were available to me. I would highly recommend her to anybody that’s looking for help with their Medicare insurance they also do investments and are wonderful people.

sherry ginter My husband and i have worked with 4 or 5 Large Financial Investment Institutions during our 28 years of marriage, i report they have NOT served us, they are set up to server themselves! When we went in to meet with Suzette and her team for the first time it became Quickly apparent this would be a New Financial experience! To have a financial institution serve us, WOW what a novelty! Suzette and her team have teacher hearts, they are truly here to SERVE, teach, and walk with us through the ups and downs of the market. They also helped us understand that our Will was out dated, and that we needed Term Life insurance. I am so grateful we now have Capstar Financial as our “All Weather Financial Planners!!!”

Pascual Marquez I have known Grant for 24 years.When I met him in his office to discuss my future investment after retirement he treated me as if I was a multimillionaire, instead of a UT staff retiree. My simple investment has quadrupled in that time. I highly recommend him as an investment advisor.

Randal J Smith I needed financing for a transmission work. I initiated my call to Kevin the Branch Manager in the early morning while at work, and by 5:00 pm or shortly after I had my loan. They staff was friendly and helpful and their efforts got my vehicle back to me the next day. They set reasonable payments that should not cause me any hardships. Having your transmission go out is a terrible feeling. These folks contributed to the experience feeling very positive. It is good to have a service out there when it is needed that does require an arm and leg to help you.

Charles Jessup V Scott is really knowledgeable and personable. I met with him today virtually and he gave me a ton of good financial advice. Highly recommended.

McKenzie Jones Matthew Meyers Jr was so helpful, kind and informative when I came to him after acquiring money from a lawsuit. I definitely recommend him to someone who wants a wholistic approach to money and someone to happily explains things!