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 absolutely endorse this financial management team. They are knowledgeable, complete in areas of…read morewealth building, retirement, tax planning and explain everything in whatever level of detail you desire. They host continuing education for their clients and I have recommend them to several friends with good results

I feel very fortunate to have found Capstar Financial. The team is knowledgable, professional and…read morepersonable. They work for you as professionals and yet make you feel like family. They have worked diligently to put together a comprehensive plan that I feel good about and will follow the rest of my life. There has never been any pressure, as they make sure that you are onboard with what they are doing. There is a joy in that radiates in the office when you are there. I give them my highest recommendation.

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.

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 have been working with Berkeley one of the partners @ this firm. So far they have been incredibly…read moreawesome. Very knowledgeable and thus far has saved me several thousand dollars. I really like them. I highly recommend Berkeley- especially if u have complicated tax issues like I did. She straightened it all out- Bless God. I highly recommend this firm.

Quality was amazing! Seen results within 30 days. Highly recommend! The advisor Denise was…read morefantastic and educated me on things i was not aware of.

From the owner: Financial- Business Consulting Clients only. We don't specialize in Trust or Wills . Credit…read moreConsulting: Building a Strong Financial Future At New Wave Resolutions, we specialize in credit consulting to empower you with the tools, knowledge, and strategies for removing inaccurate items like late payments, repossessions, charge-offs, evictions, hard inquiries, foreclosures, student loans, and improving credit scores, preparing for loans, needed to achieve financial success. We don’t just address credit issues, we guide you on building and maintaining a healthy credit profile to unlock new opportunities. Our services begin with a comprehensive credit analysis, identifying inaccuracies, errors, and areas for improvement. We create tailored strategies to address your unique financial goals, ensuring your credit reflects your progress. With an education-first approach, we teach you how credit works, so you can make informed decisions that benefit your financial future. For entrepreneurs, we provide information on securing business funding that’s not tied to your personal credit, helping you grow your business while protecting your financial stability. With ongoing support, updates, and personalized guidance, New Wave Resolutions is committed to helping you navigate today’s challenges and prepare for long-term success. Take the first step toward financial empowerment today!

REAP Financial has been handling my family's retirement plans with the utmost professionalism and…read morecourtesy for the past several years. In addition, they have been very helpful in providing financial expertise through monthly workshops that are beneficial in providing future ways of investing. We thoroughly trust Sandra Newman and her staff at REAP financial, and encourage others to do the same. At the very least if you're shopping around for a retirement financial planning firm then you should definitely give them a chance. Like I've mentioned before, they're very informative and knowledgeable when dealing with one's financial retirement needs.

Have been a client for several years, not impressed. They have breached our contract by trying to…read moreomit promised lifetime free services such as tax preparation and estate planning. To make it worse, they misrepresented the reason for doing so on three separate occasions, blaming it on the SEC. Hah! When confronted, their "compromise" offer was less than satisfactory.

I've been a client of Lucien, Stirling & Gray for more than a year now, and it's been FANTASTIC!!…read moreMegan Poore is my advisor. What I really liked about the initial process was that instead of just asking "when do you want to retire and how much money do you have" Megan asked things like "What was money like when you were growing up" and "How much money do you need to have to feel comfortable" and "Tell me how you feel about money in general". That way, she knew my comfort levels, why I stress about money, and such. Then, she was able to put together an investment strategy that fit me not only financially, but also psychologically. Not only that, THEY take care of all my investments. They watch the mutual funds I invest in and if things get shaky, they move my money. I don't have to watch it at all. It's great. I feel very comfortable with the service and feedback I get from Lucien, Stirling and Gray and would HIGHLY recommend their services to anyone looking to invest their money property or just looking for some direction on retirement planning.

Megan Poore is the best! Megan will take the time to get to know you and understand why you are…read moremanaging your finances - as in big life goals - not just numbers. Why? To help you accomplish your goals! To keep you on track. To help you stay focused. In other words, she'll not only invest your money well, she'll keep you committed. I trust Megan fully and know you'll enjoy working with her. Always friendly. Always smiling. Always ready to ask tough questions when needed. Always watching out for me. John

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.

What stands out most about Simonet Financial is their dedication to their clients as individuals…read more When you meet Bill the first thing you will learn is that he works entirely for the benefit of you. His knowledge in finance and his ability to teach that to his customers is truly remarkable. I have never met such an attentive individual in his profession. Something I struggle with is determining how much risk I need to take within my investments. Bill looks at my entire financial and family situation and guides me through those tough questions. He has reasonable fees and sound judgement. I highly recommend you give him a call!

Bill Simonet skips out on paying vendors who perform services he contracted them to do. Bill hired…read moremy company and signed a services agreement in August 2023. The services were performed/provided to Simonet for nearly 6 months and in accordance with the contract. It is now 2026 and Bill has failed to keep his word or deliver on his promises of payment. He currently still owes $15,000+ and has stopped responding/communicating.