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.

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.

Working with Cole Drum at Anchored Strategic Advisors has been an exceptional experience from start…read moreto finish. Cole brings a rare combination of deep financial expertise, genuine care, and clear communication that immediately builds trust. He takes the time to understand your goals, explains complex concepts in a way that actually makes sense, and offers thoughtful strategies tailored to your life--not a one‑size‑fits‑all approach. What continues to impress me most is Cole's consistency. Whether it's a quick question or a major planning decision, he's responsive, prepared, and always focused on what's best for you. It's clear he truly values long‑term relationships, not transactions. If you're looking for a financial advisor who is knowledgeable, grounded, and sincerely invested in your success, Cole Drum is the person you want in your corner. Highly recommended.

My husband and I met with Cole to review our current plans and found the communication, selection…read moreof products and guidance provided, created a plan for us and made it easy to understand. He got to know us, understand what we WEREN'T saying and made us incredibly comfortable with our decisions. His life experiece coupled with industry experiece made the whole experience wonderful. Wendy always is so pleasant and helpful in any questions we have.

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

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.

The VeraBank in Round Rock is at an OPTIMAL level! The Branch Manager, SAMONDRIA MONIE IVORY is…read moreGODSEND! I had a bad experience with banking at the Killeen and Harker Heights location and with her professionalism and knowledge she FIXED my banking needs to pay a bill in an hour. She listened to me, had empathy, resourceful, and offered solutions. They even stayed past closing time to fixed my issue. Because of SAMONDRIA MONIE IVORY, the Branch Manager she has restored my trust with Verabank and I will continue with this bank, but will ONLY go to this location where I live in Round Rock. Thank you SAMONDRIA MONIE IVORY and your team for your professionalism, positive energy, and optimal service! I RECOMMEND EVERYONE come here for their banking needs!

VeraBank is part of our family. Before coming to VeraBank it was once union state bank. Back in…read more2014 I moved from upstate New York and moved to Texas to start a scary journey and start a new business. At first finding a bank and the place to help support the business, I tried to connect with the "Bigger National Banks" and was treated with no professionalism and felt like a number. When I came across union state bank I meet with now retired Dave former Vice President of the branch and he was the kindest and open minded person I have ever meet. He took the time to get to know me and understand my goals and vision. A few years in l, the bank change names a "Few" times and eventually became VeraBank. At first the change of a few staff members was hard to say goodbye to some great people, but the new crew and management (Rasheedah) were just as kind and always willing to spend the extra time to help in any situation. The tellers (Ruth and Hazel ) are truly family. They greet me by name every time, they know my kids names and ask about the health and well being of my family. Recently, as we are going through the battle of Covid 19 many small businesses are being negatively impacted and it is one of the scariest moments in my life. Jonathan Voight senior Vice President - directly supported me and my company through this crazy time. He spent long and late hours to help us and personally made sure things were moving in the right direction. I am so thankful that the "Big Banks" treated me the way they did because they led me to Vera bank. As I continue to succeed as a business, Verabank and their team will always be my bank of choice.

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.

Very Informative, transparent and honest firm who go out of their way to help families and business…read moreowners succeed. Great people all around. We couldn't do it without them.

Wow, definitely the best financial planner around, plans finances better than anyone I've ever met…read morewith before. Despite being a smaller firm, they have all the quality of a much larger one while being able to maintain a much more personal feel that I, personally, value. Especially when that person will be helping me to plan my finances. They also occasionally have a jar of candy on the front desk which is always a plus. Definitely worth every star.

Great company! Customer service is amazing, and the best rates I have found. I can call or email…read morejust about any time of day and someone always reaches out within minutes. I call and add things on as needed and they always get it done so quick. Love having great customer service and someone you can trust with all of my business insurance!

Marilyn and her team of awesomeness will work hard to find the best deal for what you need. When we…read morewere looking for coverage for our store, I have many quotes from different insurance company including TWFG. After looking over the details on all the paperwork, I have found TWFG's quote has better coverage with similar cost to other. I told the other company about it and they even told me that they can't beat what TWFG offered. Been their client since and now they handle all our insurance needs for both business and personal.