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Westlake Wealth Management
- Investment Service
- Roanoke, TX
About this business
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
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:00 p.m. | |
| Tue | 8:00 a.m. to 4:00 p.m. | |
| Wed | 8:00 a.m. to 4:00 p.m. | |
| Thu | 8:00 a.m. to 4:00 p.m. | |
| Fri | 8:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
They are the worst!! Every time I go to make a payment the price is different! They continue to charge a late fee even when I pay the bill early. Their app says my payment is one price when the paying over the phone is something totally different. This company feels like a scam. I will definitely be changing companies asap.
Straight Crooks, worst financial company I’ve ever dealt with. Unprofessional, customer service sucks. I some how had a loan without even signing anything from them. Something needs to be done about this shady company period. Never and I say never, get an auto loan from them. You’ll regret it!!!
Customer service is a hit and miss. Sometimes you’ll get a good agent but most of the time you don’t. Called to resolve payment issues and when confronted agent about misrepresentation of their amount. Was placed on hold for 20 minutes and then seemed as though she was making up fees as she was going. Asked to speak to a lawyer and the agent just hung up on me instead. Couldn’t get her name because I could barely understand her.
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
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.
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 open now. It will close at 4:00 p.m.