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Westlake Wealth Management

  • Financial Services
  • Roanoke, TX
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About this business

FinanceFinancial Services

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 ever... read more

Location details

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

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Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
5.028 reviews
Arnie Renteria's profile image
Arnie Renteria 
2 months ago

Hi Edgar Serrano, I wanted to take a moment to express my heartfelt gratitude for all the help you provided me with today. Your assistance has been invaluable in helping me get caught up on my payments. I truly appreciate Westlake Portfolio's flexibility and willingness to lend a helping hand. Once again, thank you so much for your exceptional support. It has been a pleasure working with you. 

Garrett Meeds's profile image
Garrett Meeds 
a week ago

After 40 minutes of transfers and holding. I finally got in contact with Marco Ramirez, once I told him what I needed help with he hung up on me. Horrible customer service and knowledge of his job. I will be refinancing my vehicle with a company prepared to do there job. Not to mention the auto pay system does not work what so ever. 

Keinette Brown's profile image
Keinette Brown 
3 months ago

Worst bank ever!!! They repossessed my car when it was only $40 dollars past due which i was unaware of this amount! Whenever you speak with someone everybody gives you different information. They never want to transfer you to a supervisor! This company is the biggest scam EVER! I will be lawyer and suing this company! 

Jevita Wilkins's profile image
Jevita Wilkins 
3 months ago

My person of contact is Peter S an I can say hands down the best person or representative I can ask for. He is always pleasant to speak with an ver understanding an willing to help. If I could give him all 10 stars an beyond I would 

murpy potato73's profile image
murpy potato73 
2 months ago

Honestly so rude and unprofessional, I was trying to get my stuff figured out and instead of listening to my concerns they were laughing and joking in the back. I got a call the next day saying I didnt make my payment when I had and the money was taken out of my account the representative demanded I pay it because it wasnt and was making fun of my name in the back ground the entire call. Please DO BETTER 

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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 tomorrow at 8:00 a.m.