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

Jan Gunter Matt is a knowledgable professional and one of the nicest guys Ive met. He has made it easy for us to make good decisions about investments and life insurance. He is honest, hardworking and smart about his products! I highly recommend him.

Kayla Mendez I was really impressed with the level of care and expertise at Axon. Brady took the time to understand my financial goals and guided me so that I could understand how to achieve them. I was looking for help on everything from retirement planning to investment strategies, and he made the entire process stress free. He gave me practical tools and advice that I could apply right away and I feel a lot more confident about my financial future than I did before!

Jamareus Chatman John’s the real deal. He knows his stuff and actually cares about helping me get my money right. Always breaks things down so it makes sense, no confusing talk. I trust him with my financial moves 100%. If you need a solid advisor, John’s your guy.

Joe P Moved my account from another firm. The service, conversation, advice and information i received in 1 day was more informative than 2 years were i came from. They are not trying to push any funds and my flexibility where I invest my money, is unlimited at Schwab

Otis Rockmore I was in the process of re-establishing credit. I spoke with Ana and explained the circumstances and the reason for my credit situation. She understood and took a chance on me when no other lender would. For that I will be forever grateful and for that reason they have a customer for life and I highly recommend to anyone needing a second chance.

Tara Shumar I absolutely love Michelle and her office. Not only is she professional and knowledgeable about the market and our investments, she is also so friendly and personable that the entire process feels like a breeze to set up! Knowing her for years now, I trust her ability and judgements and I know she strives to provide what is best for our needs and goals. Her office even calls our family for a personal Birthday greeting every year.. the level of customer service is unheard of. Do not hesitate to schedule an appointment and find out for yourself! Last but not least Michelle is known for her philanthropy and loves to take advantage of opportunities to help others all around the world. I love when businesses and business owners make this a part of their goals!

Emily Asminda Almazan John took the time to understand my goals, explained everything clearly, and helped me create a plan I actually feel confident about. I never felt rushed or talked down to — just supported and informed. Whether you’re just starting to build wealth or refining a long-term strategy, John is the kind of professional who listens, educates, and empowers. Highly recommend him to anyone looking for honest, knowledgeable financial guidance.

Shirlene Guthrie Left a message asking to be called back a week ago. Noone even returned my call.

Welington Fernandes I only stayed on the call because my insurance covers it, but this was hands down the worst customer support experience I’ve ever had. The wait time to speak with someone is incredibly long, and when you finally get through, youre met with a rude and unhelpful agent who clearly has no interest in actually assisting you. They talk over you, don’t listen, and make the entire process even more frustrating. If youre thinking about calling them, prepare to be extremely patient, or better yet, avoid it if you can. Absolutely unacceptable service.

Chris Gorgol Terrible experience, spent multiple days gathering paperwork and getting confirmation about the exact process. Once we arrive we are told for the first time that the vehicle for the title loan had to be present for pictures. The lady didnt care or offer any sound alternatives. We use another location

Megan Carbaugh Met Jennifer this week and she is one of the nicest People you could ever meet. Very friendly. Highly recommend visiting with her and see what they can do for you and your family.

Kristen Adams Bill is a great adviser! He is patient, provides education, and creates a safe, comfortable environment to ask questions and learn about investments.

melissa norris awesome

Linda Brown I visited with Bob for some much needed financial advice and consolidation of all of my various current and past retirement accounts. I provided him with the my packet of documentation from several different company retirement accounts throughout my career. (I actually gave him a pile of crumpled, coffee stained (is that mustard?) outdated paperwork that had accumulated beside my coffee canister from various employers of the past 20 odd years. You know you all have that stack) Let me first say that discussing investments, retirement and savings in general causes me to go into a semi-conscious stupor; my eyes glaze over and I start wondering if I left my oven on, when my passport expires, where my passport IS and generally pondering various superfluous concepts and ideas in my brain. (How DOES a bird sleep at night?). Frankly I would rather have a root canal. He gave me the initial information I needed in an easily digestible manner; was thorough and engaging and answered all my questions and concerns. He listened as I explained my position, my past experiences with financial planning and my concerns should I not be able to work. Nursing is a tricky business after 65. My plan up to that point was to simply keep showing up for work until either my key no longer worked or I noticed my checks had failed to arrive. I am within 5-10 years of retirement, just turned 65 and woke up last Friday morning in a panic thinking “I have no plan, don’t know where my funds are, don’t know how much I have and does anyone really understand annuities?” I am just a hardworking self-supporting RN. I haven’t really ever thought I would have to or need to retire. Just point me in the direction of the coffee pot and the next patient and I’m off! Retirement? What’s that. The retired nurses I have encountered are few and far between and are either in a multi-earner household or were forced to retire due to health concerns (most not ‘comfortably’ retired). I feel very comfortable with my choice and am relieved to get back to the business of patient care while not having to worry about my retirement plan (and secure in the knowledge that I actually have one). Thanks Bob Vasquez. PS sorry about the paperwork Jenga. I can’t promise I’ll do better in the future.