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Westlake Wealth Management

  • Investment Service
  • Roanoke, TX

About this business

FinanceFinancial ServicesInvestingInvestment Service

Westlake Wealth Management is a newly established financial planning firm in Roanoke, Texas. Founded by a team of eager young professionals, we are dedicated to providing independent financial guidance that is always in the best interest of the clients we serve. Our team includes CFPs, MBAs, and adept entrepreneurs passionate about using their own experience to help clients reach their short- and long-term financial goals. Helping people create better futures for themselves and their families is the driving force behind eve... read more

Location details

310 South Oak Street, Suite 208, Roanoke, TX, 76262, United States

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Mon8:00 a.m. to 4:00 p.m.
Tue8:00 a.m. to 4:00 p.m.
Wed8:00 a.m. to 4:00 p.m.
Thu8:00 a.m. to 4:00 p.m.
Fri8:00 a.m. to 4:00 p.m.
5.028 reviews
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Krys Mccallister's profile image
Krys Mccallister 
3 months ago

A doe ran into my car in Dec. The earliest time they could fix it was mid/late Feb. So I got a insurance check to get it fix & low and behold they keep the check and say I have to jump through hoops to get a check to have it fixed. Not to mention I was offering a dollar amount to pay off the car quicker. They sent me a quote of the exact amount of the loan, they didn't even remove the interest or taxes. They want the complete amount. NEVER AGAIN IN MY LIFE WILL I USE THEM. IF YOU'RE WANTING TO USE THEM RUN RUN RUN. I CAN NOT... read more

Favian Fields's profile image
Favian Fields 
2 months ago

In good faith, I got a recommendation from Dave Ramsey for this Tax advisor. It has been over one month, I have paid for my taxes to be completed and paid! Unfortunately, the individual stated they are sending it out today! Folks, if you need your taxes done…. You might consider another company…. I am getting no response…. Consumer beware!!!!! They did complete my Taxes but this was a painful customer experience. 

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ray harper 
3 months ago

I wish I could give them zero stars or even minus Stars. We tried to buy a truck put the down payment in at the car lot for over 3 weeks Westlake was holding us up about needing this and needing that. We gave them everything they asked for over and over and over. I do not know where they get their employees from but these people do not know how to do their jobs they do not understand what you are saying to them they are just there to answer the phone it does not make any sense. I will save you time and let you know do not de... read more

Cody Miller's profile image
Cody Miller 
2 months ago

I wish zero stars was an option. This company was recommended by the Ramsey group. I’ve already made sure the Ramsey group knew this company should be removed as a rebuttable company. They agreed to take on my taxes, set up my account and I sent them everything. I didn’t hear anything for over a month. The end of March came and JR asked for some Birthdays. Since then, I have emailed, text, called, left voicemail’s and have yet to hear anything from this company. And tax day came and went. I ended up paying for an ext... read more

Tabitha Ashley's profile image
Tabitha Ashley 
a month ago

Not at all happy with this company! They call you at all times of the day although you have made arrangements with prior agents but they act like they don’t see it so you set it up again and they ask you the same questions everytime. The customer service is TRASH so no need for a long story about that. I can’t wait for this loan to be over. I will never use this company again! 

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Frequently asked questions about Westlake Wealth Management

How is Westlake Wealth Management rated?

Westlake Wealth Management has a 5 star rating with 28 reviews. 

When is Westlake Wealth Management open?

Westlake Wealth Management is closed now. It will open on Monday at 8:00 a.m.