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    Allied Wealth

    1.0 (1 review)
    Closed 9:00 am - 5:00 pm

    Services - Allied Wealth

    Tax planning

    Audit and conflict resolution support

    Current year tax preparation and filing

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    2 years ago

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    US Tax Certs - Self-Employed NonQM Mortgage Verification Letters / Self-Employed Tax Return Services / 877.251.5522 / USTaxCerts.com

    US Tax Certs

    (1 review)

    This service helped me to get the verifications I needed because I file my own taxes. Thank you so…read moremuch. 4 stars instead of 5 since they were a little more higher in price but my mortgage person she said they were the best ones to use so I did.

    From the owner: Self-Employed (NonQM) Verification Letters Made EZ…read more US Tax Certs Supports both consumer direct clients and those referred by lenders - And meets the "third party IRS licensed tax professional" requirement, ensuring compliance with federal NonQM home mortgage loan regulations and guidelines. We SOLVE the risks and frustration in dealing with typical tax professionals on self-employed NonQM bank statement home loan mortgages. Risks: Most tax professionals won't use the lender templates and/or require multiple revisions - Others (such as "strip mall" outlets like HR Block) outright refuse to issue verification letters - Or worse - You lose your clients after the CPAs refer them to higher priced lenders to earn referral fees. Frustrations: Many other borrowers are frustrated because they use online tax services such as TurboTax - So they dont have a dedicated tax professional to help with the required documents. US Tax Certs solves all these risks, challenges, and frustrations. And Your Self-Employed (NonQM) Bank Statement Mortgage Verification Letters - Offer three levels of verifications - Depending on your and/or your lender's needs - Starting from only $199. Located in The Woodlands, Texas - Veteran co-owned and operated - Our sincere goal is to deliver self-employed (NonQM) bank statement verification letters - Through a smooth, stress-free process. And your teams of IRS licensed tax professionals are standing by now to answer all your questions at: 877.251.5522

    Fidelity Investments - Store front of Fidelity Investments.

    Fidelity Investments

    (4 reviews)

    Horrible customer service. Using the online chat feature requires you explain your issue and then…read moreget told to call a phone number. Calling the number gets you an automated bot that repeats the same information every time you call (about signing up online for paperless even if you already have). Next the bot struggles to identify your problem and asks repeated questions. This is all after the online rep gave you the number to the department you needed to speak with. After three years the honeymoon is over and no one bothers to treat you as an individual and understand your goals.

    It's not clear that any of the employees at this particular Fidelity location actually understand…read moreanything or provide any services. I stopped in to get a Medallion Gold Signature Guarantee stamp on a private stock holding on which I was simply adding a Transfer On Death Beneficiary (TOD). After answering numerous questions from one of the office staff, I was told the paperwork would need to be "sent off" to senior management for review and that someone would get back to me in a few days. When I've requested similar signatures from other Fidelity locations in the past, I was able to obtain the signatures at the same time after answering the questions they had and providing the information they needed to confirm the legitimacy of the stock and the update. After a week and not hearing back, I reached out again. After being on hold for about 20 minutes while "they looked into it," I was told the manager had a question - was I simply updating the TOD or transferring the stock to Fidelity? I mentioned the former, which was the same answer I provided during my initial visit. I was then told someone would get back to me again in a few days. I asked if anyone there actually had the ability to sign a Medallion Gold Signature guarantee and was told yes, the staff could do it, but only after management made a review of the request and directed the staff to sign. It seems the one doing the signing of the guarantee would be the one asking for the information necessary to sign. I've given up and gone to another bank instead, where I obtained the necessary signature. I recently moved to the Woodlands area and was hoping to transfer my Fidelity management services to the location, but the "vibe" given off by the Woodlands location is that its just a bunch of kids staffing the office who don't do anything other than relay information to a corporate office located somewhere else. So, I guess I need to start considering use of investment services at a non-Fidelity location.

    Allied Wealth - financialadvising - Updated August 2026

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