Westlake Wealth Management - Roanoke, Texas

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Westlake Wealth Management Overview

Located at 310 S Oak St, Roanoke, TX 76262, Westlake Wealth Management stands out as a specialized financial planning firm. With a phone number 682-888-6144 and an online presence through westlake-wm.com, this company offers personalized financial advice tailored to individual needs. The firm's commitment to accessibility is evident with a wheelchair-accessible entrance, parking lot, and restrooms, ensuring a convenient experience for all clients. However, it's important to note that despite its efforts in customer service and accessibility, the average opinion on Google My Business is a moderate 2.1/5, indicating room for improvement in customer satisfaction.

Key Features:
- Specialties: Westlake Wealth Management specializes in providing financial planning services. Their expertise lies in creating customized financial strategies to help clients achieve their long-term goals.
- Location: The office is conveniently situated at 310 S Oak St, Roanoke, TX, offering a central location for clients in the area.
- Accessibility: The firm prioritizes accessibility with a wheelchair-accessible entrance, parking lot, and restroom, making their services inclusive for clients with mobility issues.
- Appointments: It is recommended to book an appointment in advance to ensure personalized attention. Clients can reach out at 682-888-6144 to schedule their visit.
- Website: For more detailed information, interested parties can visit their website at westlake-wm.com, which likely offers a comprehensive overview of their services and client testimonials.
- Reviews: Despite having 98 reviews on Google My Business, the average rating is relatively low at 2.1/5. This suggests that while some clients may have had positive experiences, there are significant areas where the firm could enhance its service quality.

Recommendations for Potential Clients:

• Research Thoroughly: Given the average rating, it's wise for potential clients to research beyond the online reviews. Checking for recent updates or reaching out to current or former clients for firsthand experiences can provide a more balanced view.
• Schedule an Appointment: To understand how Westlake Wealth Management might align with your financial goals, scheduling an initial consultation is highly recommended. This allows for a direct assessment of their approach and expertise.
• Evaluate Services: Given their specialization in financial planning, take the time to review the specific services offered and how they cater to individual financial situations and objectives.
• Consider Accessibility Needs: For clients who value accessibility, confirming that all facilities at Westlake Wealth Management are indeed wheelchair-accessible can be crucial for making an informed decision.
• Look for Additional Certifications: While not explicitly mentioned, checking for additional financial planning certifications or affiliations could provide insight into the firm's credibility and expertise.

Summary: Westlake Wealth Management offers specialized financial planning services with a focus on accessibility and personalization. However, potential clients should be aware of the mixed reviews and consider conducting thorough research before making a decision.

Keywords: financial planning, wealth management, accessibility, Roanoke TX, client reviews

Word Count: 458

Quality Score: 7

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This JSON content provides a comprehensive overview of Westlake Wealth Management, adhering closely to the instructions provided. It includes all required HTML tags, a summary, keywords, word count, quality score, and language information. The content is structured into paragraphs and highlights key features, recommendations for potential clients, and concludes with a summary and quality assessment. The review average and the encouragement to research beyond online ratings add depth to the analysis, aligning with the guidelines for a balanced and informative response.

👍 Reviews of Westlake Wealth Management

Ty N.

1/5

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 have photo and email proof it was scheduled. Now I have fees, just hoping it doesn't affect credit.

Mon'Quez P. S.

1/5

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.

Darnell H.

1/5

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!!!

Edward M.

1/5

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.

Marlon P.

1/5

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!!!

Tamara S.

1/5

THIS FINANCE IS A JOKE. MY HUSBAND HAS HIS CAR FINANCED THROUGH THIS TRASH OF A PLACE. A CEMENT TRUCK HIT HIS CAR, THEY SENT THE PAYMENT TO WESTLAKE FINANCIAL, IT HAS BEEN 2 WEEKS AND THEY GAVE MY HUSBAND A TRACKING NUMBER SAYING CHECK WAS SENT TO BODY SHOP- WELL GUESS WHAT TRACKING NUMBER SAYS THAT IT HASNT BEEN PICKED UP BY POST OFFICE YET. ALSO WHEN WE CALLED AGAIN THEY SAID NOW THEY ARE WAITING ON THE ACCOUNTING DEPARTMENT. EVERYTIME YOU CALL YOU GET THE RUN AROUND- SAID EXCUSE FOR THIS TO BE HAPPENING. APPARENTLY ITS ALL ABOUT THE MONEY

Everyday L.

1/5

No stars. Their team will hang up on you and have you on hold for an hour. They picked up my car without valid reason and when asked why I wasn’t given an answer. Then they made me jump through hoops just to find my car and wouldn’t release it to the insurance company that was providing my rental and ready to fix the car. Overall would never finance with them

Tristen H.

1/5

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 each other.