Sample Reviews

A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Cedar Park Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Cedar Park Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Cedar Park Financial Planners Provider Name Locked
. (
Cedar Park Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Cedar Park Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Cedar Park Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Cedar Park Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.
A

Rating
GREAT!
Cedar Park Financial Planners Provider Name Locked
,
Cedar Park Financial Planners Provider Name Locked
provided me with as much information as possible. I was exceeding happy with the visit to his office. He is a very compassionate human being. We went through all documents and I felt comfortable with his suggestions about how to proceed on my financial plan. I am highly impressed with this man and his skills.
- MELBA W.
A

Rating
It went amazing. They were professional, helpful, and truly cared about my claim being paid. I would strong recommend
Cedar Park Financial Planners Provider Name Locked
to anyone who is looking for a top quality insurance broker.
- brian D.
A

Rating
Last fall (Sept. 2013) I was frantically trying to prepare an overdue report to the Court for my son's Guardianshp status. It was very complicated, and I was buried in data that I couldn't balance. Our lawyer suggested I buy
Cedar Park Financial Planners Provider Name Locked
. I soon discovered it was way too difficult for me. Then I bought Quicken. It was more accessible but still hard to set up. I have multiple accounts for my son, and every time I transferred money from one account to the other, it showed up in Quicken as income rather than as a transfer. I found
Cedar Park Financial Planners Provider Name Locked
(aka Dr.
Cedar Park Financial Planners Provider Name Locked
) on the Internet, and in a moment of desperation, having not found anyone among friends or family who could help me, I decided to give him a try. He came to our house on a Sunday afternoon and rescued me! He stayed for about 5 hours, taught me how to use Quicken, helped me organize 18 months of financial records, and printed out the reports I needed. I was absolutely thrilled. I joked with him that I felt like Princess
Cedar Park Financial Planners Provider Name Locked
saying, "Help me
Cedar Park Financial Planners Provider Name Locked
Kenobi. You're my only hope!" I can't actually remember how much he charged me, but it was reasonable given the number of hours he spent. I believe he charged approximately $120.00 per hour, but he was very generous with his time.

I went for several months without using Quicken, and of course by that time had forgotten much of what he taught me. I am not very technologically savvy, and although using the accounts he had set up was easy, by March 2014, I had deleted files and could not retrieve them. I had changed bank accounts, forgotten my password and couldn't find the paper I had written it on. In other words, I had totally messed up the systems he had set up. Once again I called him, and he came out promptly. He helped me re-organize the Quicken accounts, and in addition, set up accounts for my personal taxes. He actually enjoys taking on these challenges!
Cedar Park Financial Planners Provider Name Locked
is very good at what he does. He was very patient with all my questions. I recommend writing out a list of questions for him before he comes. I am once again working on the yearly account to the court, but this time it is much easier, and I am being much more successful at using the systems that are in place. I highly recommend
Cedar Park Financial Planners Provider Name Locked
, and will use him again in the future if I need to.

- Dianne H.
A

Rating
Cedar Park Financial Planners Provider Name Locked
8th 2014







Bottom-line,
Cedar Park Financial Planners Provider Name Locked
and
Cedar Park Financial Planners Provider Name Locked
made the process of restating our trust documents
Cedar Park Financial Planners Provider Name Locked
and very affordable.



We originally had our trust drawn up by a prestigious law firm downtown that provided documents for a substantial sum in a nice padded binder with an audio presentation. Twelve years later I couldn’t begin to explain to you what we had signed even after receiving a two hour in person presentation with one of the principals.
Cedar Park Financial Planners Provider Name Locked
made the trust mechanism easily understandable and provided the same documents for a fraction of the original cost.



Advanced
Cedar Park Financial Planners Provider Name Locked
isn’t something we wake up wanting to do but my wife and I feel it is an important step in securing our future security. Working with
Cedar Park Financial Planners Provider Name Locked
was a pleasure and one we recommend to anyone with a need for estate
Cedar Park Financial Planners Provider Name Locked
services and the documents it requires.
- MARYANNA W.
A

Rating
Mr.
Cedar Park Financial Planners Provider Name Locked
provided us with excellent professional service. He took the time to explore our claim, find the relevant paperwork, and explain the details of the situation. He went out of his way to insure that we understood what was required to solve the problem of the contested charges from the medical laboratory. He was dedicated to idea of solving this financial problem fairly for all parties. What a gentleman! The world needs more businessmen with his ethics and his class. May he live long and
Cedar Park Financial Planners Provider Name Locked
.
- Linda V.
A

Rating
Doc
Cedar Park Financial Planners Provider Name Locked
was delayed one week due car problems.
The next week he arrived when he said he would diagnosed and repaired the mower in about an hour.
He showed me exactly what was wrong and explained everything he had to do to get the mower working.

- Martin S.
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All Financial Planners in Cedar Park, TX

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr
Irvine, CA
We will help you develop a process to make sound financial decisions. we'll show you how to...

AFFORDABLE AUTO TITLE & SURETY BONDS

9838 Phil Halstead Dr.
Houston, TX
We are a full fledged auto title service company located in houston, texas since 1994. we are...

AIC VENTURES

301 CONGRESS AVE
Austin, TX
Aic ventures is an investment fund manager providing alternative capital solutions to...

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI
Direct business-to-consumer agency that provides insurance information to individuals,...

Allsup Inc

300 Allsup Pl
Belleville, IL
Additional phones - (866) 502-8372, (618) 234-8434, (800) 560-1410. additional fax - (618)...

AMERICAN FEDERAL MORTGAGE CORP

1 LAUREL DR
Flanders, NJ
Although new to angie's list, american federal has been a recognized leader in the mortgage...

Ameriprise Financial - Michael Eisenmenger

11675 Jollyville Rd Ste 200
Austin, TX
We are america’s largest financial planning company, and a leading global financial...

Ameriprise Financial - Tony Franzago

9442 N Capital of Texas Hwy
Austin, TX
Today, we are america's leader in financial planning. we have more than 110 years of history,...

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach, FL
Financial and estate planning

Austin Debt Consolidation

412 Colorado Street
Austin, Te
Please feel free to call us anytime for any question about placing order or for the service.

Austin Retirement Group of Raymond James

6034 West Courtyard Drive, Suite 305
Austin, TX
We are a retirement planning boutique that specializes in working with small business owners...

Austin Tax Prep LLC

13013 Silver Creek Dr
Austin, TX
Bs and mba with 32 years of career experience in managing financial and tax matters...

Authorized Credit Card Systems

3500 S Lamar Blvd, Bldg 2A
Austin, TX
Authorized credit card systems offers businesses and individuals a means to accept electronic...

Beacon Retirement Planning Group

3315 Ranch Road 620 S.,
Austin, TX
In 2010, beacon retirement planning group were awarded the 5-star wealth management award by...

Bell Wealth Management

2901 Bee Cave Rd
Austin, TX
Bell wealth management is a top-tier austin financial planning and investment management...

Benchmark Fund, Inc.

7800 N Lamar Blvd
Austin, TX
Www.bfisecuritieslending.com descibes a major portion of our business

Benefit NetwoRx

6500 Riverplace Blvd
Austin, TX
Ppaca certified health insurance agency that utilizes the latest technology to supply our...

Better Way Credit Card Processing Inc

Clarence Center, NY
Merchants that take credit cards are being charged compliance fees. there are 2 kinds....

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO
Boost credit 101 will help you improve your credit score by up to 150 points in as little as 2...

Brick Home Partners

6001 W Parmer Ln Ste 370-194
Austin, TX
Local, family owned and family focused full service real estate team.

Bulle Rock Capital

Austin, TX
$100 flat fee for one hour financial planning. i help you allocate money between stocks,...

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD
National provider of debt management and credit services. see website for additional...

Century Management

805 Las Cimas Pkwy
Austin, TX
See website for additional services offered.

Chester IRS Tax Lawyers

2101 S Lamar Blvd
Austin, TX
Our team of professionals consists of tax attorneys, enrolled agents, ex-irs agents, cpa's and...

Common Wealth Investment LLC

PO Box 16010
Louisville, KY
Since 1970, frank d. hollan & associates has been assisting clients with diversified business...

Courtney Oldham Real Estate

1801 S Mopac, Suite 100
Austin, TX
Since 2004, courtney oldham and her team have ranked in the top tier of austin real estate...

Credit 360 Consulting

1306 E. 7th Street 2nd Floor
Austin, TX
Credit 360 consulting is a fico certified credit repair company offering a real attorney...

Credit Repair Austin

101 W 5th St
Austin, Te
Buy from local dealer and get piece of mind.

CynergyData Texas LLC

206 W Main St.
Round Rock, TX
Cynergydata texas specializes in offering merchant services to small- to medium-sized...

Daisy Barrios, Farmers Insurance Agency

4000 Medical Pkwy Ste 205B
Austin, TX
We offer a variety of insurances services with convenient payment options.

DB Consulting, Inc.

715 Discovery Blvd
Cedar Park, TX
Financial consulting, tax preparation, bookkeeping

Dunlap Wealth Management Group

14074 Trade Center Dr
Fishers, IN

EDWARD JONES

16333 GREAT OAKS DR
Round Rock, TX
Owner-operated. no subs. cost is determined by the job. no travel charges. license number:...

EDWARD JONES

1903 CYPRESS CREEK RD
Cedar Park, TX

Edward Jones

2900 N Quinlan Park Rd Ste 225
Austin, TX

Fast Payday Loan

116 East 5th Street
Austin, TX
Fast payday loan lender offers no fax advance loans for fast cash. fast payday lender that...

Faykus Financial

6200 Bridgepoint Pkwy, Bldg IV, STE 300
Austin, TX

Financial Advisor Austin Wealth Management

4101 Arrow Wood Rd
Cedar Park, TX
Tired of getting crushed in markets? feel like your advisor is not paying attention? i have...

Financial Integrated Solutions

6200 Bridge Point Pkwy
Austin, TX
Whether planning the future of your business or your household, our financial services...

Financial Process Group

11468 Huebner Road
San Antonio, TX
We offer life-changing opportunities financial planning | retirement planning | estate...

First Data Independent Sales

1600 Kohlers Trail
Lakeway,
First data is the 800-pound gorilla of credit card processing, with highest level of security...

Fleming and Conway Insurance Agency

3435 Greystone Dr
Austin, TX
Melissa fleming & kelly conway collectively have more than 20 years experience helping austin...

Fred Myers, CPA, P.C.

1411 West Avenue, Ste. 100
Austin, TX
I am a cpa that does not do taxes or attestations. my practice is one of investment advisory,...

Gray Raven Ventures Inc

605 S Bell Blvd
Cedar Park, TX

Green City Insurance Services

1758 s. Holt Av.
Los Angeles, CA
*we represent many top-rated companies to get what our customers need. life insurance, health...

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE
Or mission is to get the most competitive rates available with all the major carriers...

iBank

3090F Pullman St
Costa Mesa, CA
Ibank.com is a matching platform for small business services. these include matching people in...

III Financial

13492 Research Blvd
Austin, TX
Iii financial, located in austin, tx is dedicated to providing independent, conflict free...

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA
We are a tax resolution firm. all services are performed in house. staff includes cpa,...

Julian Rodriguez & Associates

1001 S. Mays St.
Round Rock, TX
We teach people and families how to get out of debt, become properly protected, and...

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV
We are a small did mid-size firm we have 7 dedicated employees. we accept all forms of payment...

Larry Falk CPA

5000 Bee Caves Road Suite 106
Austin, TX
Cpa firm

Lee Ann LaBorde

8400 Brodie Ln
Austin, TX
I understand life is busy. my team and i are here 24/7 to help you along the way no matter...

Lowell, Blake & Associates

141 Tremont Street
Boston, MA
Lowell, blake is an investment advisory firm helping individuals, families and non-profit...

Lyttle Law Firm, PLLC

1524 S. IH 35 Suite 175
Austin, TX
The lyttle law firm in austin can assist you with problems and cases in the areas of...

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM
Flexible appointment hours.

Meck Noonan & Co., LLC CPAs

7718 Wood Hollow Dr.
Austin, TX
Started in 1984,is an accounting, bookkeeping and tax firm that helps companies and people...

Money Concepts Planning Center

7000 North MoPac Expy Ste 200
Austin, TX
Carl bonn is an investment advisor representative registered with finra. carl will handle all...

Morano Financial LLC

3300 Bee Cave Rd
Austin, TX
Outsourced bookkeeping, accounting, and controllership services for small to medium size...

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA
We pride ourselves in aggressive credit repair. we don't want to drag out the process. we...

Randolph Brooks Federal Credit Union

4980 Roy Richard Dr
Schertz, TX
Ranked among the top 25 of nearly 7,700 financial cooperatives, randolph-brooks is one of the...

Reliable bail Bonds

310 West 7th Suite 101A
Georgetown, TX
Reliable bail bond will help you get 24 hour jail release. experienced, dependable& discreet...

RUPERT & ASSOC

10616 MANCHACA RD
Austin, TX
30 years of experinece

S P Johnson Group

293 Mulberry St
Buffalo, NY
Sp johnson group operates as an independent insurance producer with licenses in several states...

Sheila Stowers

13062 Hwy 290 W
Austin, TX

SILVERQUEST CONSULTING GROUP

520 WOLF ROAD
Georgetown, TX
I provide free initial consultation and analysis. i offer options and flexible pricing. i...

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL
Https://myadvisorvideos.com/southern-trust/

STRATEGIC INVESTMENT MANAGEMENT

13809 RESEARCH BlVD.
Austin, TX
Additional email: info@strategicim.com.

superior Debt Consolidation

110 East Main Street
Round Rock, Te
Please feel free to call us anytime for any question about placing order or for the service.

Texas Best Credit Repair, LLC

9300 South IH35 Ste. A-500
Austin, TX
We are the only credit repair company in texas that specializes in real estate. we specialize...

The Blake Law Firm PLLC

9442 N Capital of Texas Hwy, Arboretum Plaza One
Austin, TX
Austin business attorney serving investors & small business owners in texas as a corporate...

The Main Street Group

4510 Cox Road
Glen Allen, VA
The main street group is a financial firm offering estate planning, investment advisory, and...

TIAA-CREF

6850 Austin Center Blvd
Austin, TX

TNT Financial Services Inc

105 E Main St
Round Rock, TX

United Gold Direct

2945 Townsgate Road
Westlake Village, CA
Gold-backed, ira retirement investments from united gold direct. as a national leader in...

Victor Thompson

1021 RR 620 S
Austin, TX
My agency, has 39 years combined office insurance experience in the state of texas. we have a...

WA Holding Inc

202 Walton Way
Cedar Park, TX

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