My wife and I had a pre-retirement financial check up with Keener Financial. We found that the…read moreservice, quality of information and recommendations were excellent. It is obvious that they know what they are doing, but are also able to communicate for all levels of financial understanding. We highly recommend their services.

My daughter interviewed several fee for service financial advisors and chose Jean and is very…read morepleased (she plans to retire before she is 50 with Jean's guidance). I, too, have used her services and she suggested that I shouldn't need to come back again until I actually retire....

Even this late in the tax season, we were met and had our taxes prepared very quickly. The value…read morefor this service was great. When we asked what we could do to lower our tax burden, we were given great advice! Mr. Salama provides a valuable service!

beware!!!!!! i was scammed from abanoub and zetax!!!!! he did my taxes in 2024 and 2025. i paid for…read morehis services in april 2025 and 2026 for tax years 2024 and 2025!!!! all good!!!! tell me why---- in july 2026 i just saw that he used my account and routing number from my personal tax return. and stole $1000 from my account!!!!! he is a scammer!!!!! his business is horrible!!!!! tax preparers are obligated to confidentiality of all documents but most importantly my bank account and routing information!!!!! i will be filing a police report and make sure no one else deals with this scammer!!!! this is a federal offense!!!

I strongly urge anyone considering to do business with this company to run the other way! Doing…read morebusiness with Jeff was by far one of the worst business decisions I have ever made. He overpromised that he could do payroll services and completely dropped the ball and did not pay my employees multiple weeks. He charged me twice as much as promised and held me accounts hostage bc of bad reviews he received he repeatedly blamed me for. He was paid thousands of dollars and never went over final reports after multiple promises. I can say there are much much better companies at less than half the cost this guy charges. Stay away from Excel Financial Consultants, Jeff Peterson, and anyone involved.

From the owner: As a full-service Accounting firm, we partner with our clients to deliver solutions that help solve…read moretheir most complicated needs. Our services are designed specifically to help small businesses, and at a small business price. Utilizing decades of industry experience and functional expertise, our services go beyond the norm to develop new insights, drive results, and help grow your business.

Brad has been our Financial advisor for several years. He is excellent about listening and helping…read moreus achieve our goals.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. 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.

I have been working with Chandler and Knowles more more than 10 years now and they have truly…read morechanged our financial standing. They have helped us minimize our tax exposure from our business plus have helped us build our retirement investments with their investment division. I highly recommend them to friends and clients. If you are looking for a highly competent group dedicated to helping you navigate through the financial piece of your life, look no further than Chandler and Knowles CPAs.

DO NOT file taxes or an LLC with Chandler Knowles. You will be wasting your money, In addition,…read moreif you have more than a 10 minute drive to their office, do not waste your time. A 40-minute trip to deliver documents cost me a 1 hour fee. Despite the owner being "too busy" to introduce herself, she charged me for "consultation" services. My consultation consisted of sitting alone in a conference room, introducing myself to her administrator, and handing over my files. Ruthless and no concern for you or your company.

Elisa helped me out and was extremely kind, efficient, and patient with a Senior Client of Schwab!!…read more I had an unusual technical problem with my on line account (caused by my lack of technical knowhow). While my problem was not in her immediate area of responsibility, she listened and went to work. Elisa fixed the 1st issue (on line account suspended) and then contacted another expert within Schwab that helped to find the source of other issues that led to my suspension. If Elisa had not listened and gone the extra miles to help me, I would have been suspended again as soon as I drove back home to Denton, TX. Jared Herbert is also to be commended for being very responsive to a phone call and especially for having a very qualified staff that cares about their clients. If I was not retired, I would have offered a job to Elisa. Her talent, caring attitude, and common sense are rare. I expect Schwab recognizes her abilities and she has a bright future ahead of her.

We had to replace our car on a trip we made to Dallas last week. We had planned on replacing the…read morecar later this year, but car problems en route made the transaction necessary earlier than planned. We located a replacement car on a Saturday and the dealership let us keep the new car as we would provide them payment from our account at Charles Schwab. On Monday, we went by Charles Schwab in Southlake to arrange the disbursement and met with our agent, Jake Bandy. Mr. Bandy called the dealership, acquired the wiring instructions, and facilitated the whole transaction. Mr. Bandy is a complete pro! He gave us copies of the wire and promised to contact us when it was complete. We returned to the dealership with the copies of the wire and the dealership gave us copies of all our car documents. Mr. Bandy called shortly thereafter and assured us the wire was sent. Everything is stress free when you deal with a great organization and Jake Bandy!

Amazing service and great customer experience. Saved us over $1,800/year on auto and home…read moreinsurance. They can shop rates and review options in a simple, understandable way. Highly recommended!

From the owner: NIB is an independent insurance brokerage firm offering personal and commercial lines products…read morethrough over 40 top-rated carriers. Our advisors are client-driven, not carrier-driven so we can customize plans that best fit our clients' needs and budget.