I was a bit unsure about engaging a financial advisor in the beginning but Kali seems to working…read moreout really well. He is looking after my interests and also offering me insights into my other investments that have helped me make some informed decisions. He always takes time to explain the minutiae and how that may affect me. Impressed with the 5 star service so far.

Kali and I met the old fashion way. He went around the neighborhood door to door introducing…read morehimself and said if I ever had any questions he'd be happy to sit down with me. As it happens I was very unhappy with my previous advisor. So I made an appointment and he explained things in a way that made sense to me and told me things I didn't know about how the stock / bond markets work. He made smart recommendations based on my needs and vision and told me to think it over. I knew right off the bat that we were a fit. There was no pressure and he was confident enough in his skills to give you ideas and then give you the time to come to your own conclusion and do homework. Further, he was/is willing to make time for his clients and is always happy to answer as many questions as needed. I believe he is clearly looking out for his clients and wants to stay personally connected to them. Meet with Kali - you won't be disappointed.

Kirk really cares about the people he works with. He'll make sure to do what's right by you and…read morewhat makes the most sense, not what helps him. He's very trustworthy and just an all around stand up guy. I would differently recommend him for your financial needs.

From the owner: We believe the path to financial stability lies in your ability to maximize return, minimize risk,…read moreand minimize taxes. Naylor Financial Group specializes in helping clients achieve the benchmarks important to them.

It speaks volumes when a business hasn't had a positive Yelp review since 2017. What a joke!…read more My husband has been trying to work with these disorganized, forgetful, and inept people from 9/30/24 until today to provide all the requested documents to get an SBA loan for his small business. He has had to interface with no fewer than 5 people to get one loan. And since my financial and personal information was required, I definitely have a right to write this review. We have a mortgage, I have refinanced a house twice, I have had to deal with probate, estates, and being a fiduciary, so I understand that things can be complicated when ensuring proper compliance. But this has been a complete sh*t show. One egregious example from Iliana: to move forward, my husband had to have a signed lease for his business, which started on Dec 1. They approved that it was for a year with the option to extend. They had two full months to convey that it wasn't ok and that it needed to state on the lease that it was for 10 years. They had copies of the lease documents. Then today, Dec 5, they back tracked and said the lease needed to be written for 10 years. Who gets a 10 year lease for a new business? Don't the lenders hope the business grows and needs a bigger space? How do they propose someone gets out of a 10 year lease if they outgrow it in 5 or 6 years? Perla also told my husband that it was ok for him to have his LLC filed for January before he submitted it in Nov. Several days later Iliana backtracked and said he had to have his LLC active to fund the loan. When he asked why Perla had given him incorrect information, Iliana got defensive. That mistake cost him an extra $300. She didn't even apologize. I honestly wonder if they're a scam that just gets money from the government for "handling" SBA loans, or some kind of boiler room that collects people's information and later sells it because I cannot imagine that they ever get anything done. Perla, Iliana, Kelly, and the rest of you should be ashamed of yourselves and find another job, because you're shamefully terrible at this one.

Had a great experience with the CDC team in acquiring my SBA loan. They were professional and…read morecommunicative throughout the entire loan application process, and were committed to making my application successful. I highly recommend CDC Small Business Finance!

I started working with Rick after my father in law passed away unexpectedly in August of '18. My…read morewife and I made the decision to move from San Antonio to the Austin area to be closer to her Mom and sister so that we could all grieve and heal together. At the same time, I left my corporate job and started my own business which has presented its own set of financial and marital challenges. We realized that we needed help because we were overwhelmed. Rick has been our rock. His compassion and expertise have given us clarity and peace of mind to make the right financial decisions for now and for the future. Rick's unique ability to be human and focus on wholistic advising has made all the difference. I would give Rick and Driven Wealth Management my highest recommendation. Any person or company looking for a world class financial advisor--look no further. Rick helped us take the necessary steps to create clarity and alignment between where we are today and where we want to be in the future! We are now working our plan and taking it one day at a time. Thank you Driven Wealth Management for helping us through this challenging time!

From the owner: Driven Wealth Management provides company and personal financial planning for business owners…read more 1) We offer cost effective, outsourced CFO services to help owners with their company's financial projections, cash flow analysis and business strategy. 2) We educate employers and employees on the best business retirement plan available to them and can handle investment management responsibilities as needed. 3) We help owners and their families develop financial plans that ensure they are maximizing the value of their business and protected from any blind spots. Get started by scheduling your free introductory call today!

As an individual taxpayer, I would not use this service again. They are so busy with corporate…read moreclients, it takes 3 weeks to get an individual tax return. Some accountants are very knowledgeable, but we had multiple computer problems. I finally received a corrected copy of my state return printed out. Then on April 15th, when the state taxes showed up in my bank account, there was no sign of my federal taxes until April 16th. I was worried they weren't paid on time.

Superb service by knowledgeable staff. My family and I have transitioned all our financials to them.read more

Sean has been our financial advisor for Edward Jones for a couple of years now. He has…read moreconsistently shown a lot of knowledge and cares about what we need. He and his assistant Emily have proven to be good people as well as good representatives of the Edward jones Company. I trust their advice and appreciate their help.

Working with Steve Looser has brought more clarity into the world of financial planning. We met…read morelast week and he laid out a easy and clear 3 step financial plan that anyone can follow. He shared useful information in regards to saving for the present in case of emergencies, near future to create an immediate passive income stream and then the longterm future to anticipate marriage, kids and retirement. We've both agreed to read Tony Robbins' book Money Master the Game and meet periodically to discuss highlights and insights from the material to help us better understand financial planning from 50 experts. I look forward to continuing to work together with Steve to flow with the stream of prosperity and abundance through smart and profitable financial planning.

From the owner: Financial Planning, Wealth Creation, Wealth Preservation, Income Generation, Insurance, and…read moreInvestments

Student loans, the seemingly ever-present emergencies of life, high cost of living, health care…read more.. there are a lot of valid reasons why good, smart, hard-working people can get in the hole financially. I was really lost about how to get out of it. I read books on how to manage debt and get on more stable financial footing but never had much success on my own. I needed more guidance, accountability, and coaching. But I was hesitant to access a financial advisor--I felt like I didn't have the savvy or assets to do that and wouldn't know where to start. I also was afraid of judgment. Enter Sue! With Sue's help, and as a single person on a public service salary in an expensive city, I have built an emergency fund, paid off two credit cards and a car loan, learned to budget, and developed a plan for the short and long-term. Money issues are hard and emotional, and Sue's kindness, confidence, patience, and great sense of humor got me through the times I felt overwhelmed and hopeless. I always felt like no question is a bad one, and let me tell you, for a smart person in other aspects of life, I have some pretty dumb questions about money. I highly recommend Sue's coaching for anyone who needs direction, accountability, or counsel about finances whether you make minimum wage or six figures! If you're going to start somewhere, start here.

After working with Shaver Financial my finances has been changed for the better. I was given clear…read moreand concise information and assistance. I was also directed on how to make better financial decisions moving forward. Suzan is very knowledgeable, professional as well as patient. I would highly recommend this company for both personal and business needs!