Find the Best 18 Finance services in Boerne, TX (Part 2)

Ashley Williams I just wanted to share an honest review Ms.christen and the other ladys have been awesome to the point where they are understanding and come off as family oriented. I have made my payments and my first time doing a payment arrangement went smooth I have nothing but positive remarks about this company hopefully someone else will share the same experience. Thank you Alamo !

Lisa Sinn We’ve trusted Rick Reyes with our finances and retirement for many many years, and he has exceeded our expectations time and again. From day one, he took the time to truly understand our goals, our priorities, and even how we approach decisions. He explains complex topics in a way that’s easy to understand, answers every question with patience, and always ensures we feel informed and confident before moving forward. What we value most is his steady, level-headed guidance..... especially when my husband gets excited about “high-risk, get rich quick” ideas. Rick has a gift for walking us through the pros and cons, keeping us focused on the bigger picture, and ultimately protecting us from impulsive decisions we might regret. His integrity, transparency, and dedication are unmatched. In a world where trust is everything, we can say without hesitation that we trust him 100%. If you’re looking for a financial advisor who blends expertise, honesty, and genuine care for your future, Rick is the one we’d recommend every time.

PeggySue Valentine Ive been watching this company for years. I love the way they take care of finances. I love the honest and direct approach when money is involved. Blake understands this very well. Awesome fellow.

Colin Stuart Great people to work with, very friendly team.

Jack and Mary Purcell Ron is a very attentive, capable, trustworthy advisor. We have been with him for years and have sent others to him who are also very satisfied with his manner and ability to advise. Great supporting staff too!

Lincoln DuClos Lisa and her team were on point through the whole process of my home purchase. Great support and communication. Lisa is outstanding. Buying a hose can be stressful but she made it smooth as possible.

Wesley Burkholder We had the pleasure of working with Bethany Bump, and I can’t say enough good things about her! From start to finish, she was amazing—so efficient with each step of the process. Bethany made what could have been a stressful experience feel simple and quick. She was not only professional but also fun to work with, always keeping us informed and making sure everything went smoothly. Highly recommend Bethany and the Legacy Mutual team for anyone looking for a seamless lending experience!

Taniha Greebon Absolutely the best Coustomer service I’ve ever received at a bank. Matthew Rice is phenomenal to work with. He is very personable and professional while still making you feel like family and not just another person in a chair. Recommend 10/10.

Bob Niederhauser The best and friendliest bank in Boerne.

Rujpong Chalanuwat Sam was very nice and helpful which made the situation easier. Lost a star since it took time to give approvals. A + though and real people who help out

RLynn Parker Years ago no was told “don’t look at the deal, look into the person”. Words of wisdom! Caleb is a person with extremely high standards, exemplary character qualities, and exceptional moral integrity. Because that is how he lives personally and professionally, his knowledge and customer service skills combined are why I only trust Caleb (and God) with my portfolio! He is the BEST! Thank you Caleb for providing solid wisdom and advice for my individual situation.

Joe Flores Live Oak Investors has been an outstanding partner in financial planning and investments. The team is knowledgeable, transparent, and always puts clients’ best interests first. They provide options clearly and provide personalized strategies that give me confidence in my financial future. Highly recommend for anyone seeking trustworthy wealth management!

J. G. Alfred and his team are fantastic! They are responsive, patient, trustworthy and very professional. Ive been associated with them for years and I highly recommend their services.

Frederick Davis These people came in when previous Finance Mgmt company had to stop doing business due to deaths in the management chain. Jim, Greg, Rachel and Taylor stepped up and took full responsibility for our investments and we haven’t looked back.

Unknown KKT.