Bailey Price was very friendly and knowledgeable. Great team! Staff provided excellent personal…read morefinancial advice.

We have been working with Drew Powers for several years now and he doesn't disappoint! We meet…read morewith him a few times a year and even thought the last few years haven't been great for our economy, we have consistently made more money and have our retirement plans working for us. We feel very pleased and are in great hands! Don't hesitate.

Sandra Womack is an excellent lender, she and her gang have never missed a closing. Always…read moreprofessional, always comes through for my buyers !! Great lender - check her out

A fantastic homebuyer experience!!! Both Sandra and Carol were extremely attentive and available…read morewith my husband and me. Our case was a bit more complicated due to past credit issues and my status as a 1099 employee. But, Sandra walked us through STEP BY STEP to get us our home loan. I would recommend this company to anyone and everyone. Thank you Sandra and Carol!!!!!

I had a bad experience with this business/advisor. She advised to purchase Chevron when it had…read morefallen slightly from near peak. Now CVX is selling close to half it's peak price, even after selling assets is still falling, and may never recover. There is talk that CVX will stop paying its dividend now. I divorced Ed Jones, and I am holding hoping oil will go back up. Some experts say the PE values for big oil were too high and due to electric cars will never regain market. I don't believe this is true, and prices will go up when Saudi Arabia cuts production (if ever). Hopefully CVX will survive until then and I will recoup my loss. The lesson learned? DIY.

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.

Natalie has been my go-to tax professional for many years. I fully trust her knowledge of tax laws…read moreand expertise. Her staff is also very courteous and helpful.

I've been coming here for years and I keep thinking it's just once a year but the wait is…read moreridiculous! I had an appointment and they said they were running TWO hours behind because an earlier appointment wouldn't leave. Those people need to reschedule. And the worst part is their front desk doesn't think to maybe call later clients and give them a heads up? Poor business model.

although I was originally disappointed with the format at Schwab, it has improved as of late. As…read morefar as customer service, I have worked with Conor Price since the beginning. He has always been thoughtful, helpful and responsive to my needs. If there's a solution to an issue, he will fix it. It's nice to have a friendly advisor when you're dealing with your retirement funds.

Went in looking for a bilingual speaker because I was informed over the phone through customer care…read morewould be one but to my surprise the person who was there informed she only knew a little. She asked for my name and even tried picking me at it because part of it sounds like an English word. I was treated very poorly. She first told me she only knew a little Spanish but by the end of our conversations she was responding more and more in Spanish.

I have used Stockstill and Associates for many years as I work for a small company that does not…read moreprovide group insurance. I trusted them to guide me for my current needs as I already knew I needed some medical procedures. I am very please with the Community Health Choice plan I selected, and the no deductible required has enabled me to get my needed care. I would recommend them as your insurance agent for you and your families needs.

I was having a terrible time trying to get insurance @ the market place. I tried for 3 days and 8…read morehrs. I was at the end of my rope. I asked a friend from work if he knew anyone who may be able to help me. He gave me Stockstill and associates number. He said if anyone can help you, its these people. I called them. They dropped what they were doing and went right to work. They were on the phone and the computer for over an hr. They were able to get me the answers I wasn't able to get. They did all this before I was even their customer. I could tell they cared about helping me, not worried if I was their customer or not! I am happy to say from this day forward I am one of their very happiest customers! Thank you for all your help!

I am a financial advisor myself. Doug Dickey, Nick Warren, and their team are great to work with…read moreand collaborate with! They do a great job explaining complex strategies in a way that clients can understand it. They do a great job in implementing those complex tax strategies with a very well structured and organized plan. Their team is run like a well oiled machine. Their meetings are full of laughter and are fun. They are far from dry or boring.

Yes, as you can read from their response, DRDA will try and justify their expenses, and say that it…read morewas because I decided not to continue with the project that they seemingly spent so much time and effort on. What is not addressed is any acknowledgment of short comings on their part. Lack of communication, dragging their feet and never getting the ball rolling or even appointing an accountant to my business, which was mentioned several times, but never done. Also doesn't explain a $810/hr zoom meeting that was charged. There time is obviously way more important than everyone else's time. Nickel and Dime charges for every second of their time without acknowledging their shortcomings and offering to compensate more back for lack of any else's time should be a red flag to anyone that hopefully reads this.

This was the worst CPA that I have ever went to. The lady that did our return was flat out rude…read more She made audible sighs when we had some questions on the return that they prepared for us. Then after we paid them they never submitted our return. After more than a month, I called them asking about our return and they admitted their mistake. When I asked for a partial refund since they completely dropped the ball the receptionist said "Oh please I can only say that I'm sorry" Looks like next year we will either do our returns through TurboTax or go to a friendly H&R Block. At least they won't be outright rude

I had planned to do my own federal income tax returns this year (individual and business), but when…read moreTax Day arrived, I realized that I needed more than TurboTax. I needed some professional assistance. I filed for extensions and began looking for help. I called a firm that I had used two years ago, but they were too busy. A Google search gave me a couple of names, including Halloway and Associates. I made an appointment and was in their office the next day with my paperwork. The person that I worked with (Donna) was intelligent, professional, and courteous. Throughout the process, communication was very good. They let me know what additional info they needed from me, and they responded promptly to my emails and phone calls. Their fees were reasonable, and I was very pleased with their work!

Their app is hard to utilize. And I thought the office in Houston was a credit union, but it's…read morejust Insurance & isnt always manned.

From the owner: Thrivent is a member-owned financial services organization that serves millions of clients who live…read moreby their faith and values and seek to make a difference with their money. As Thrivent financial professionals, the Houston Bay Area team offers holistic financial services, including advice, investments, insurance, banking and generosity programs to help people make an impact where it matters most. Thrivent financial professionals may only conduct business with residents of the states and/or jurisdictions in which they are licensed. For licensing information, see connect.thrivent.com/houston-bay-area. For Thrivent privacy policy and other important information, visit thrivent.com. This page is not intended for communications between you and Thrivent, its professionals or affiliates.