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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
5.026 reviews
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Suzanne Borde's profile image
Suzanne Borde 
2 weeks ago

My advice avoid this loan company. They had my information all wrong.in their system. I had to go to my bank to prove I make my payments every month. They still turn me into Experianas a late payer dropping my credit score. It’s been a nightmare. Calling the numbers, you hardly get a real person. Having anything handled by this entity is something to rethink seriously. It’s been nothing but a headache. 

Ty Norman's profile image
Ty Norman 
3 months ago

same bs as everyone else, I try to pay my car bill early and now somehow I have a "late fee" "insufficient" or however else they want to rename stealing. If you are using these people I'm going to assume you didn't have any other options ad I did not. If you have a choice, pick something else. Customer service is... not from around here. Saying something must be different on my end when first two month of payment went smooth. Tried paying the exact same way the same time of the month and it said it scheduled my payment. I ha... read more

Ogbeide Emmanuella's profile image
Ogbeide Emmanuella 
a month ago

Do not use Westlake financial for any of your auto or home loan. They are very unprofessional. I have my auto loan on automatic, but on the day off, they do not take the payment and this reduces your score so you would have to manually pay and then they will charge you an extra five dollars For payment and I’m pretty sure they do this purposely. This is advised to everybody do not use Westlake financial you will definitely regret it. 

Darius Johnson's profile image
Darius Johnson 
a week ago

They will bug you over 50$ 😂 stay away from this company once my loans paid off i will never finance with them again. Blowing me up over 50$ is wild 

Darnell Hartford's profile image
Darnell Hartford 
2 months ago

The absolute worst decision I have ever made. Open Road Lending refinanced my auto loan through West Lake. Now I am being told that I can't make principal only payment. DECEPTIVE!!! 

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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 26 reviews. 

When is Westlake Wealth Management open?

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