Costumer services isn't very accessible I been there few times they always gather together like the…read morejust hanging out the few times I been there and when u walk in it feels like you are another fucking person walk in !!!

I needed help on an account and Alberto Sandoval was patient and so kind in assisting me to…read moreaccomplish what was needed. I had not gotten a tax form and I should be able to get one soon. I really appreciate his passion for taking care of me and my family.

I was a long time Fidelity account holder and moved to Schwab roughly 8 years ago due to company…read morestock issues. Unfortunately, not all the cost basis information came over. I tried getting that information from Fidelity and they maintain that the system has purged the information and that Schwab will have to request it. It makes no sense to me that they can get the information if Schwab requests it but not if I request it. Also this information is less tha ten years old.

The communication with customers is non existent. I had to call twice to get some copies that I…read morehad requested when I visited the place in person. I went back when I had a check to deposit only to find out everything HAD TO be done in an app. I honestly don't know how a company like Apple gives this place the privilege to work with their employees 401K investments.

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.

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.

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 so lucky that I found Luis. I was a mess after my mom passed away and then moving to another…read morestate right after. Dealing with her retirement accounts was causing me stress, but so as soon as my husband and I met with Luis, I felt a weight lifted. He has everything organized and easy to understand. He is easily available for questions and I trust that my money is soundly invested. Thank you Luis at Tuyyo Planning.

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.

Anna is the best around! I would never trust anyone else with my business. Please reach out to her…read more She will not disappoint. I highly recommend her & will send anyone I know her way.

Anna Chin is so informative and helpful! When my wife and I sat down with her we had tons of…read morequestions and she was so patient and thourghly answered all of our questions. Give her a call today.