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Westlake Wealth Management

2.2
  • 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
2.289 reviews
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Lisa Randle's profile image
Lisa Randle 
a month ago

I have never been late with a payment!!! EVER!!. I asked if I could either, extend my payment to the end of the month. They only wanted to extend it 10 days. They asked for partial payment which I did not have. They representative was unprofessional and unconcerned. He did not even offer any options. I have made 29 payments on time, since I got the car. I often wondered why the reviews on Westlake were so low. This is one reason why. I will be informing every outlet I have access to about my experience. 

Suzanne Borde's profile image
Suzanne Borde 
2 months 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 
5 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 
3 months 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. 

James Karlin's profile image
James Karlin 
a month ago

I was down in my last 28 payments on my car but they repoed it saying that I hadn't been making payments but I have been making payments for the last 5 months and they're trying to say that they have no records even though I have bank statements saying that I've been making payments so that means someone at this firm is pocketing everyone's money be on the lookout I do not recommend I tried to explain them that I'm a single dad with an autistic child who has medical needs and it was the same heartless BS 

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Frequently asked questions about Westlake Wealth Management

How is Westlake Wealth Management rated?

Westlake Wealth Management has a 2.2 star rating with 89 reviews. 

When is Westlake Wealth Management open?

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