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.

After a year and a half and $1000 paid up front, NOTHING has been changed on my credit. DONT USE…read moreTHEM unless you like to track them down and you like to do the work.

Vanessa and her team is great! I recommend them to anyone looking for a big credit boost!read more

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.

Had an excellent experience setting up an account at this location…read more Front desk staff was amazing and welcomed us with open arms. Complimentary beverages available. Beautiful office and waiting room.

As a Schwab client for over 30 years I cannot say enough for this office and especially Joseph…read moreSimmons. Joseph was extremely helpful with what my wife and I needed today, and he is extremely cordial and knowledgable.

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 !

This is our second year with Troy doing our taxes. In the past we did our own taxes, we felt it was…read moretime to hire a professional. He and his staff are easy to work with. They listen to our concerns and questions. We are pleased with his expertise knowledge and will continue to use his services. Highly recommend.

Been using this CPA company for the past 3 years. These guys are so professional and are…read moreknowledgeable with regards to tax preparation. I highly recommend this company