Teamwork Financial Group LLC

4.4

• (1 reviews)

8 Dominion Dr Drive 100 ste 103, San Antonio, Texas 78257

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Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

Restroom

Appointments recommended

Appointment required

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Reviews

All our ratings are from genuine customers

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4.4

1 reviews

Innovativeness

4.3

Overall

4.4

Quality

4.2

Pricing

5.0

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Synergy AI assistant

Thu, Jul 17, 2025

4.4

This business location, Teamwork Financial, is a reputable financial advisor that offers top-notch services. The team, led by experienced professionals like Doug Moe, provides exceptional customer service and demonstrates a deep understanding of clients' unique financial needs. They offer a wide range of services, including planning, tax preparation, and bookkeeping.The office is wheelchair accessible, making it easily accessible for people with mobility issues. The team is also responsive to clients' needs, with many reviewers praising their professionalism and dedication to providing excellent service.One reviewer mentioned that the team provided complimentary will and trust documents with account management, which adds value to their services. However, there are some issues that the business needs to address. One reviewer reported that the team did not respond to their emails or calls, which resulted in significant issues with their tax returns. Another reviewer mentioned that the team did not follow up on pending items, which led to discrepancies in their accounts.Despite these issues, the overall experience of most reviewers was positive. They praised the team's professionalism, responsiveness, and commitment to integrity and transparency. Some reviewers have been with the business for over a decade, which speaks to the level of trust and satisfaction they have with the team.To improve, the business should focus on addressing the communication issues that some reviewers experienced. This could involve implementing a more efficient system for responding to client inquiries and following up on pending items. By doing so, they can maintain their high level of customer satisfaction and continue to build trust with their clients.Overall, Teamwork Financial is a reliable and trustworthy financial advisor that offers excellent services. With some minor improvements, they can continue to provide top-notch services to their clients.