Phil and I did a 1-hour consult, and it was so informative. He really took his time to answer all…read moremy questions and explain the things I didn't understand. His knowledge in this industry is so valuable. The most incredible thing to me was the follow-up email he sent of resources for my next steps and a recap of my personal priorities he and I mapped out on the call.

They say that 43% of first time marriages end in divorce and 38% of those marriages end because of…read moremoney problems. My husband and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My husband and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial stick price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my husband and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, my husband (the nerdy spreadsheets guy) learned to let go of full control of our finances and we were able to work together as a better as a result. And me (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.

Mercer Advisors helped me negotiate through learning to manage my portfolio with confidence and…read morepeace of mind as a widow and recently retired teacher. I trust their professional advice and appreciate their prompt responses to my questions. My portfolio is up and retirement rocks!

This company gives great financial advice and helps us achieve our financial goals!read more

I was looking for someone to help me get organized and possibly help with investments. I spoke…read morewith a friend who recommended Austin Wealth Management so I decided to meet with them. They were very insightful and focused on education. I took away a clear understanding of the decisions that we made in my investments and a plan to reach my retirement goals. I would highly recommend taking an hour to meet with them, it's well worth your time.

My husband and I have trusted our business with AWM for many years and it has served us well…read more Today, our twenty-something children met with Kevin for a meeting to discuss financial planning basics. Their take away was that financial planning is appropriate at any age and it is far less intimidating than they originally thought. What they learned in just one meeting with Kevin will serve them well for the rest of their lives. I am grateful for Kevin's gift for teaching and his thoughtful, thorough approach.

I was really happy with the knowledge, personal attention, and the level of service that I got when…read moreI contacted 360 Net Worth and worked with David. I am a member a small Firefighters Association and needed somebody who could take time to help with our unique financial situation. David was passionate about helping first responders and willing to invest the time needed for the job. He got back to us quickly with easy to understand results that we could move forward with.

David was professional and accommodating. We were in a rush due to unforeseen circumstances and…read moreDavid took care of our living trust quickly and came to us to complete our docs. Truly a nice guy that enjoys helping people. His pricing was fair.

Berkeley helped us catch up on several years' worth of tax filings and brought us a measure of calm…read morewe haven't felt in years! She's kind, patient, does quick work, and she's unfailingly professional. Don't hesitate to request her services. She's awesome!

I've been working with Amani Desravines for several years, for personal and small business taxes…read more They are responsive, efficient, and ethical. They've proactively filed extensions when needed, reminded me about extra forms or reports as regulations change, answered a bunch of random questions about weird tax situations, and been speedy with preparing returns. For simple returns, I believe the govt should offer & expand free tax filing, but when situations get more complicated, this is who you want helping you. Highly recommend getting a consultation if you are looking for a CPA firm in the Austin area.

I am here again sharing another huge disappointment with RBFCU! After the entire fiasco and…read moreinconvenience at this Credit Union, I encountered another issue tonight. I used my app as I always do to deposit a check from my partner, only to discover that I am now restricted from making mobile deposits to my account! The Fraud Department is completely out of control, and they continue to cause me inconvenience! I am dreading when my government annuity hits the bank; will they place a hold on that, too? It has been a nightmare, to say the least. I have written a formal letter demanding full reinstatement of my account and a formal apology from the Fraud Department!

Bad service cashiers and bad mood Nayeli not person nice and no resolve my questionsread more

Great experience with great people! Highly recommend! You will be satisfied! Very knowledgable.read more

I've been working with Tuyyo Planning Group LLC for 3 years, and I couldn't be happier with the…read moreguidance and expertise Luis and Brendan have provided. From the very beginning, they took the time to understand my financial goals, concerns, and long-term aspirations. Their personalized approach, deep knowledge, and strategic advice have truly made a difference in my financial confidence. Whether it's retirement planning, investments, or budgeting, Tuyyo explains everything in a clear and easy-to-understand way, making complex financial topics feel manageable. They are always responsive, professional, and genuinely invested in my success. Thanks to their advice, I feel more in control of my finances and optimistic about my future. If you're looking for a trustworthy, knowledgeable, and dedicated financial planner, I highly recommend Tuyyo Planning Group. Blane

I am leaving a review (which is rare) because my experience with Century Management Financial…read moreAdvisors has really been above and beyond what I expected. Prior to them, I was meeting with other potential advisors. Conversations all ended the same after getting nowhere. I may not have millions like some clients but it was respectable. Still, I kept having the same experience which made me feel behind and a little silly. When I spoke to Century Management Financial Advisors, I was surprised that they were treating me, my money, and concerns as if I were one of their most important clients. They were completely focused on me. I received help with financial planning, setting up a budget and goals, and was given clear investment guidance because they also took the time to educate me. And I had a ton of questions which they answered gladly, treating each as a key part of the relationship. I wish I would have started with them first. I finally have a clear path forward and peace of mind. Plus, I know I'm finally dealing with my finances the right way! I cannot say enough good things about them.

We recently completed a comprehensive financial planning process with Century Management Financial…read moreAdvisors and had a very positive experience. The plan was tailored to a period of transition for us, with multiple moving pieces to think through, including a potential home purchase, family planning, and changes in income over time. The team covered budgeting, tax considerations, savings, and long-term planning, and their planning software was especially helpful in visualizing different scenarios and showing how various financial decisions could affect our overall goals. Scott, David, and Rachel were attentive, patient, and easy to work with. They took the time to answer questions, explain concepts clearly, and make the process feel collaborative rather than transactional or pushy. It has also been valuable to work with the same firm on both financial planning and investment management. Having one team with a full view of our situation has made the experience feel seamless and comprehensive, and has given us greater confidence in our overall financial direction.

Always recommend Russ and team when I meet someone looking to understand their options. The team…read moreare nothing short of superheros and make the complicated process of financing very simple.

True professionals. Honest and hard working. When you are doing a refinance you need someone that…read morewill give you good advice and deliver on promises. That what Vista has done for me twice over the last 10 years. They are great.