Call Mike with Ricker Retirement Specialists! He knows the retirement planning business very well…read moreand they have great institutional mutual funds, stock funds, and more to help you diversify your retirement savings.

From the owner: At North Texas Wealth Management, we’re more than a financial firm—we’re lifelong partners in…read morehelping you live with purpose and confidence. With over 50 years of experience, we offer personalized, holistic wealth management built around your goals. Clients benefit from proactive planning, disciplined investment strategies, and real-time financial tracking—all delivered with unwavering service and care. Whether you’re navigating retirement, building a legacy, or managing life transitions, our experienced team provides clarity, structure, and confidence every step of the way.

Ryan Aylor is a phenomenal financial advisor and true professional. Dependable, transparent, and…read moreastutely knowledgeable, Ryan has done nothing but exceed my expectations. I feel confident in my portfolio given Ryan's clear understanding of the financial market and investment strategies along with my risk tolerance and personal needs/goals. I highly value his individualized services as he undoubtedly puts in the efforts necessary for providing a calculated, well-informed, well-intentioned approach to my investments.

Great Professionals, super customer service!!! Been with Ameriprise for 7+years.Highly recommend…read moreChad Williams.

I've been using Steven Dawson's advice since before he began his own business. As we've watched…read morecontinued growth of our investments Steven continually monitors the fund's progress and varies his suggestions based on the current market. As a bonus Steven stays in touch. After I was laid off from my last job, he joined us in continued prayer to overcome that hardship.

I'm a bad client. I communicate with them infrequently and when I do it's always time sensitive…read more I get the same courteous, prompt professional service every time. Stephanie always goes above and beyond. In my most recent transaction, she went even further above and beyond to rectify a problem of someone else's (non- Dawson).

There is a lot of uncertainty in the market these days and the best move I have made is to put my…read moreIRA and savings in the hands of Brian Hendon at the Edward Jones office on Plano Parkway in Plano. It can take courage to stay in when the bottom drops out the market and Brian guided me through the choppy waters and I'm certainly seeing a great result from the turn around in the market. I just had my annual meeting and he gave me advice on rebalancing my portfolio and worked on future strategies for maximizing my investments within the strategies I'm comfortable with. Brian not only looks at the investments with Edward Jones but he will also take time to look at my 401K and other outside investments. I never feel pressured to dump all my money into one basket. As far as Edward Johns as a company, they are consistently listed high for investor satisfaction and recently were 6th on Fortune's best places to work, so they must be doing something right. You never see them in the news for the wrong reasons. The meetings are never rushed and Marsha, the office manager, is well on the ball by confirming appointments a couple of days in advance, making sure paperwork is ready to sign, and promptly sending out documents that need my attention. If you think it's too late to invest, think again or maybe you don't earn enough to put some away for your future or your current financial advisor isn't giving you the time and attention you deserve, give Brian a call and I'm sure he'll be able to help you and point you in the right direction.

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.

Jared went above and beyond to ensure that I had a plan and the resources needed to implement it…read more After graduating college and getting your first job, you start getting a feeling that you should be managing your money smarter, but aren't always sure where to start. This was an awesome, cost-effective way to not only set up an effective budget, but also learn how to automate my savings, make smart investments, and define specifically what I need to do now to achieve the financial freedom I want in the future. Thanks Jared!

From the owner: ActionPlan Financial creates personalized financial plans for individuals and families.read more

My financial situation was dire. There was a medical diagnosis and treatment that effected my…read moreincome and led to a job loss. The staff at America Debt Resolutions were fantastic. They were caring and worked with for me to get my credit card debt resolved. They started as a Mom and Pop business and, after settling millions of dollars in debt, they still give each person individual attention.

From the owner: What makes us unique is simple — we believe debt help should be personal and feel safe…read more We offer local, in-office, face-to-face debt consultations focused on real budgeting and financial planning for your future. We are not a call center. When you work with us, you have a dedicated team that truly understands your situation and supports you throughout your entire debt-free journey. For almost 20 years, we’ve built our reputation on personal care, accountability, and results. We are BBB Accredited, bonded, licensed and proud to be the oldest debt relief company with Better Business Bureau who maintains zero complaints. You can do this. You deserve a fresh start and the right to dream again. Call today or make an appointment, don't hesitate.

It's not about this branch but overall RBFCU…read more This branch has great people. Even the branch manager Brian case is great Problem Entire customer service and all operations are handled by a call center The worst in the world Today I shut down all my account I will be providing a detailed report on this later Call center : 1. Six months no access to my online statements 2. The entire staff goes home at 6.00 PM 3. No credit card staff on weekend, if your card is blocked by chance 4. Extremely poor service. They hang up the call and not polite 5. When you call credit card services it says 'we don't recognize number you are calling from and goes in circles' Product review : in scale of 1-5, 5 being best 1. Checking /savings account - 1 ( read above ) 2. Credit card - 1 ( read above ) 3. Business account - 1 ( I plan to close it ). I never used it much. I know they will mess up in future. 4. Loan - 3 ( Only problem they are also a part of call center. They do work hard and but they also shut down at 6.00 pm)

This is the most fabulous credit union ever!! Don't pay any attn to the low reviews. There ARE…read morepeople in the branch...and they know you by and call you by your name. True you cannot reach the branch directly and have to go thru the office switchboard, but you can get hold of the branch just fine. Products are very low-priced; some are free. Free checking; free checks; $1 money orders (don't know if they do wire transfers); $5 min balance (so this is a great place to get accounts for your children so you can teach them money management and demonstrate how savings grow if left alone), low-cost ($10?) safety deposit boxes; higher % on money markets and lower % on auto loans and mortgages (maybe presonal loans; prob but I don't know for sure). For petessake! What are you waiting for? This is a wonderful financial institution. mb

We have used Margie @John Hartman for our business & personal taxes, LLC, etc…read more They are very professional, great response time to questions. Highly recommend.

This Review Will Cover My experience of last Year Return and my most Recent Tax Return. Last Year I…read morewas a 1099 Tax return, give it a 6/10 was there 30min but charged for an hour, John was not thorough. Assumed it was me not asking the right questions and gave them a second chance this year. I was a 1099 Independent Contractor with a Small business LLC that has been open for 3 months. Day of the appointment, again, there for 30 min, John said I would owe 11K in taxes and recommend an LLC to not have to pay those taxes, I was confused because I indeed already had an LLC , and clearly someone missed all my paperwork I input on their organizer. John took a look at my LLC and said "Nevermind, I'm gonna have to redo all this" I left Extremely confused. I called twice and all they could say was " We will let you know if we need anything from you" WHAT!?! WEEKS LATER I get an email stating taxes are done. I was charged 600 for personal, again, charged for an hour that I was not there for, then, 1,300 for business taxes, AND 800 for someone to go through my quickbooks. I had requested 1 HOUR of Quickbooks Organizing. No acknowledgment to the mess up and almost putting me 11K in Debt! No Communication to what is going on. My FIRST time filing for my 3 Month old Business and The Worst Experience I could've had. I Paid My Bill, and I Won't Fight over 3K because I have other this to worry about, but definitely want to help anyone out there looking to file your taxes. Don't come here, There is better out there, Period.