Keywords: establishment,finance,point_of_interest

Guardian Financial Wealth Management - Round Rock (TX)

Address: 🏡 3309 Forest Creek Dr #103, Round Rock, TX 78664
Phone : +1 (512) 844-8200

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJb_yrLpbRRIYRblrGW1tpXo4

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    Kam: Absolutely love this place!! I’ve been dealing with this company for over 3 years! And I just absolutely love the ladies in office ( Jennifer & rosie) there are always super cheerful when I come in and they always are super sweet and helpful Highly recommend to come here!
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    Scott Capouch: Ive worked with Stephen for around 15 years. Hes always looked out for my best interest. Hes honest, straight forward, and doesnt try to sell you anything you dont need. Highly recommend.
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    Lloyd McMullen: Im the primary on a truck loan with Truist Bank. Its my sons truck and hes responsible for making payments. He made the first ever payment in Sept, 2024. The following month, he was in Asheville, NC working as a lineman to restore power to areas affected by hurricane Helene. While there, he made a manual payment a day before the due date not realizing Truist would process an automated payment the next day. The first payment processed fine, however, the second payment was returned NSF. As a result, Truist charged him $30. I spoke to several people at the bank and requested they rescind the fee, however, all declined. Why they processed the automatic payment after he paid manually isnt clear.
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