Took my elderly mother into this location so we could get my name on her accounts since she is not…read morecapable of managing her finances. Spent well over an hour signing mountains of paperwork. I presented my POA's and we told them we wanted all 4 of her accounts consolidated into as few as possible. I received statements for four accounts recently so I called and they told me I was not on two of her accounts and they had not consolidated accounts and I had to physically take my mom into the location AGAIN. My mother is in assisted living and uses a walker.

Good and bad. I have had an investment account with them for years. Only had one problem in…read moretransferring a Mutual fund from a bank over to them. Finally had to cancel the transaction. Then after a year tried again and it went threw in days. crazy. Don't listen to all the bad reviews here.. Fee's are low to non existent. Hopefully I will never have to go back to a brick and mortar bank again.

These guys are awesome! They really know service. They help…read moreyou with all of your financial needs. They do portfolio allocations, financial planning, life insurance- you name it! They really get to know your situation before they make any recommendations, and have a fully thought out financial plan. They are really friendly, and have some great connections for all of your other financial needs. The products that they offer are all financially sound, and they really do a great job at making sure their clients are happy and comfortable with their plans.

Point Man Luke was immediately responsive & helpful when my wife & I walked in without an…read moreappointment. He was receptive, efficient, & understanding of our simple request. As we waited, briefly, we witnessed him interacting with several clients in a friendly but professional manner. Fidelity is lucky to have him there.

I withdrew my pension from USAA through... I withdrew my…read morepension from USAA through fidelity and since November I have been told everything was all set for deposit on Jan 1, 2026. However they added a number to my account and deposited to the wrong account. I keep calling not getting any answers I am being told I just have to wait the is unacceptable. Clearly I took this money out because I needed it. They made this mistake I did not this should be something they can fix on their end. I am so upset I will close any accounts I have with them and tell everyone I know. We are better off having our money with Charles Schwab. No one over there is taking accountability for their error. They will not allow me to speak with anyone else there at all!! This is not okay I have been dealing with this since November. Please if anyone in Corporate can call me or reach out to me. This is not my mistake I need my money.

We couldn't have been happier with GPS and the exceptional service Jesse Travis provided. My wife…read moreand I are in a new stage of life with our first child and needed to buckle down with our finances. We reached out to GPS for help and were blown away by their kindness and knowledge. Jesse welcomed us to the office with a big smile and a firm handshake. He had coffee on and the conference room set for our arrival. First, Jesse wanted to get to know us, which made us feel valued. Then he actively listened to our needs, wants and financial goals, to personalize a plan best suited for us. After our meeting, my wife and I were offered a baby gift for our newborn - a nice touch! Jesse was wonderful and we can't wait to do continued business with GPS.

Jeese & Judy are great teachers/advisors! We found them through using Dave Ramsey's ELP list…read more Jessie is a phenomenal teacher of wealth strategies. He is very personable and caring about his clients. It is very important to him that you understand what your money is doing. Jessie & Judy treat their clients like family. Anytime we bring our children by they even get a lesson as well and enjoy learning about mutual funds. We feel comfortable being able to see how our money is doing and knowing that GPS Wealth Strategies truly cares about our financial future and legacy of wealth. I honestly don't write a lot of reviews, but GPS Wealth Strategies is the place you want to be regarding wealth building and your financial future.

Thanks to credit restoration, they did exactly what they Said they would do. They give you a month…read morereport of what they did, and show you names of the companies they are working with on your behalf! They did a GREAT JOB!!! And they go above and beyond to fix my credit, my credit before was 420. and ever since I signed up with credit restoration, in 5-6 months my credit is up to 700!!:D so Happy! They are getting the JOB DONE!:D

Your only regret will be not having started this sooner!…read more I'm going to be honest, I was skeptical about this service. After doing some research I reached out to Credit Restoration of Texas. From the first consultation I had with Robby I felt like he genuinely cared. He took the time to listen and was prepared to answer all of my questions. His responsiveness, availability and all his years of experience in this practice area are what made him stand out from the rest. As a single mom who was desperate to stop renting and own my own home, I took a leap of faith and decided to pursue their plan. Some days I still can't believe how far CROT helped me get in 6 months! Finally, I was in a position with my credit to purchase my own home. My life changed. Plain and simple. Robby, thank you for your support along the way and for helping make my dream a reality.

I have been banking here since I started my savings account when I was 4 yrs old. Thirty five years…read morelater I am leaving because this place went from being a credit union with people you can trust to being an automated machine filled with idiots who can't spell their own name. Just waiting the uncanny number info days it will take for them to process my last payment transfer, but have since moved to Wells Fargo and am much happier there.

Horrible customer service, no one smiles at all, it's a very morbid experience every time I go…read morethere.

Really like these folks. Very professional and caring. They have taken care of our funds for over…read more10 years.

We have been customers of the PAX Finacial group for several years now. The staff their are…read moregenuinely concerned with your peace of mind and helping you achieve the goals you set for yourself and your family. We have worked with Kevin Force who has become like family. He has always taken the time to make sure we understand where we stand financially and how exactly to get to the goals we have set for ourselves. This Firm NEVER pushes you in any specific direction, they only suggest and guide you toward the goals you set for yourself. They have been so helpful and kind and professional at every step of our journey. The peace of mind they bring us is invaluable.

I've been a customer for about 7 years now, but this was my last time with them. It feels like a…read morecompletely different firm and lost the feel of familiarity and constant communication when needed. Last year their prices went up by 250$ and they didn't even share that until after the fact. The quality of service is different and not as thorough. This year we just got a notice (appreciate the proactive notice this time) that said it will be going up an additional 250$. That's almost a $500 increase since I joined 7 years ago. I could see if there was a quality service, but even that is in question for me. Wishing them luck, but will be taking my business elsewhere this tax season.

From the owner: Haynie is a trusted CPA firm in San Antonio, offering expert tax, accounting, audit, and financial…read moreconsulting services for businesses and individuals. Our Certified Public Accountants (CPAs) provide customized solutions, ensuring compliance and strategic financial success. With a commitment to trust, service, and long-term relationships, we deliver the expertise and guidance you need. Featured Services: Tax planning & preparation, business consulting, bookkeeping, QuickBooks support, payroll services, IRS audit representation, financial advising, estate & trust planning, and mergers & acquisitions consulting.

If you're not in a hurry when you come to this bank. To do even the simplest of banking, you're…read moreprobably gonna wait in line at least forty minutes. If there's another way to do your bankin,. You should find it

Usually very helpful, but clearly understaffed. Holds on the phone take forever, make sure your…read morefirst in line with a teller, and even than they'll probably rush you or you'll be the last to be helped. I almost got in trouble, because the teller that helped me didn't ask any questions he just wanted to know if the canister was in the tube..