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Westlake Wealth Management

5.0
  • 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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WeekdayScheduleStatus
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.
SatClosed
SunClosed
5.028 reviews
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Karter H's profile image
Karter H 
2 months ago

Absolutely!!!!! HATTTEEEE that I got a car loan through them. The BBB needs to investigate and get this financial institution down. They keep giving me different payment amounts to pay on my loan or they transfer the call or either just simply hang up! This is truly unacceptable! And I am highly pissed off ! 

Peepee Jenkins's profile image
Peepee Jenkins 
2 months ago

These people had me pay to remove my car from impound and SOLD MY CAR the same day I paid them. I was going through a rough time and unfortunately had to get a loan which I was fully capable of and intended to pay, however I was unexpectedly incarcerated and my car was impounded and then moved to an auction lot while I was away for maybe 6 weeks and unable to make outside contact. I was promised and confirmed probably a dozen times via phone with their representatives that if I paid nearly 1000 dollars I would settle the deb... read more

Tristen Head's profile image
Tristen Head 
a month ago

Horrible horrible customer service. I got hung up on multiple times after asking for a manager or supervisor. They kept adding money to my pay off amount after making my set payments. Nobody was putting in notes that I was on a payment plan and they were just adding money after talking to 5 people about a payment plan. Even after getting the names of the customer service reps and reporting that I had talked to them, nobody knew what I was talking about. They were all telling me different things and not communicating amongst ... read more

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Anthony L 
2 months ago

Customer service is overseas and they are awful to say the very least. I called to see how much interest I paid for so far and they kept giving me the interest rate and per diem, everything but what I wanted. When call centers go overseas the quality of customer service drops tremendously but what else is new? They are incompetent and this company is not helpful at all with my car loan, can’t wait to pay it off. 

Ashley S's profile image
Ashley S 
a week ago

TERRIBLE IN EVERY LEVEL OF MANAGEMENT & CUSTOMER SERVICE. LIARS , INCONSIDERATE, THEY DON'T CARE ABOUT ANYTHING. YOU WOULD THINK THEY ARE A COLLECTIONS COMPANY INSTEAD OF A COMPANY HANDLING AUTO LOANS. CUSTOMER SERVICE IS LAUGHABLE I TRULY HOPE THE ATTITUDES PRESENTED ARE NOT THE TRAINING MODEL. OVERALL A HORRIFIC EXPERIENCE. WILL SEEK TO COMPLAIN TO CORPORATE HOPEFULLY THEY ARE A LITTLE MORE RESPECTFUL SINCE THEIR AGENTS AREN'T. SMH 

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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 open now. It will close at 4:00 p.m.