Accompanied my mom and dad on the retirement discussions and let me just say the staff here is…read moreamazing. Really put my parents at ease with all the decisions coming up. A+ all the way around

From the owner: Making Sense of Investing…read more Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Michael and Deena have been incredibly helpful throughout the entire process. Michael's skill,…read moreknowledge, and expertise has helped my wife and I navigate the sale of our business, so I am eternally grateful. They are in it to win it for their clients and I highly recommend them for your financial planning and wealth management needs. Best financial advisor in Texas!

Outlook Wealth Advisors was recommended too me by a dear friend. I had recently become a widow, and…read moreneeded some direction between February and tax day! After our first meeting I felt as though I may be able to survive the maze that had been suddenly put in my lap. I have been with Outlook now for approximately 8 years. Allen has done a superb job with my financial situation and has even allowed (actually encouraged) me to invest in "Boone's Farm" - with goats! He has always been available to answer questions and has the patience to direct me in the proper financial direction. I have "Retired Abundantly" with his help. Thanks! Susan

Very attentive, professional, and affordable preparation of our taxes with quick turnaround. We…read morewere new clients in 2022, and are returning in 2023 for our tax preparation. I have recommended The Rascon CPA Firm to my friends and family in the area, and no one has been disappointed.

Horrible. So bad I didn't use her work and hired another firm. She threatened to keep my…read moredocuments, so I called the state to find out she was not certified.

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.

Hello. I went in as a black retiree asking about my my 401k and 403b from a job that I worked for…read more34 years. I was told to sit in a dark room to wait for someone to assist me, I declined and stood instead. As white clients were coming in they were offered by I assumed the receptionist offered everyone water but me. The people who came in after me declined water because she passed me to ask them if they needed water. Thank you God for them because it was very hot outside. I thought this was a thing of the past but I guess it will never be.thank you to the young man who gave me what I needed to proceed with my retirement. What was so puzzling to me was the receptionist had a a accent! There also was a gentleman who arrived after me to open a estate account because he was the beneficiary of his late brothers estate, they took him in right away to a booth. Before going in to the booth the man said he had been a customer of fidelity for a long time. I thank him for that because he was trying to justify why he was being seen before me. I would never ever recommend this place to anyone who sees color as advancement. White may be your clientele but that's probably for reason.

Total scam. Did a good job demonstrating how you make money every day trading. Get your confidence…read moreup from daily success, encourages you to invest more money. Once you put in a good amount of money,you can't withdraw it. The trade platform looks completely legit but as soon as you try to remove your money the high pressure intimidating begins. They tell you by accepting their $100 trading bonus they are due a large number of trades before you can withdraw. The individual scamming me said he worked in Manhattan NY City. Eric Sch. Has Indian accent. if they ask you to use Telegram and download a crypto app for fast transfers of funds as well as a wallet, you are losing your money.

They are a SCAM, STAY AWAY.Took my money, made it look good untill I wanted to withdraw it for an…read moreemergancy. Siad it was tied up in papwer work. Glad I only gave them a little bit and not all they wanted.

This was 1 of 3 firms I interviewed before making the final decision to handle our planning. The…read moreteam was more than patient with me and added value every time we met. The key for me was they never tried to sell anything, they were more educational and I highly recommend them.

We used Insight to create a comprehensive financial plan that has really helped us better…read moreunderstand our current financial situation and get us on the right track to retirement while also targeting other investment goals along the way. Bruce Robertson has been a pleasure to work with and very helpful in guiding us through the process to make sure we were comfortable and all of our questions were answered to our satisfaction.

Do not invest with this company ! They are a total scam operation. I have lost 100k dealing…read morewith this company. They invest you in firms that charge exorbitant fees for doing nothing !

There is so many things to say about this company and the owner (Jacqueline). I discovered her…read morethrough Thumbtack. I needed help with budgeting for a big purchase (my car), and I needed help. Now, I love to shop so this was a challenge for me. She provided a easy to follow budget, and even built in "spending days" for me to satisfy my shopping. I have just recently signed up for another budget strategy to purchase a new home. I will recommend her for ALL of your financial needs.

We love working with Jacquline for zoom seminars on money and budget planning. She's a wealth of…read moreknowledge! Great communication and happy to help each one of our members