My first experience with an investment company has been outstanding. Not only have my…read moreinvestments grown in the double digits annually, customer service is every bit as good as they claim. Kirk and Jean feel like friends. i know it's all part of the PR, but the atmosphere is always casual and they do everything they can to answer all of my questions.

Jeff is a great guy to work with. He is knowledgeable, helpful and really seems to have your best…read moreinterest in mind. The market is crazy sometimes but he takes the time to make logical suggestions while educating you as to why you should make or not make changes to your investments. I appreciate someone that seems more interested in your growth rather than making account changes for other reasons.

I've used Kleiber & Associates for Tax Prep, Asset Protection/Investments, Family/Life Planning &…read morewith helping us set up Finances for a 503c Foundation for my late husband. Steve, Shawn, June and the entire team have been caring, insightful, and genuinely have help alleviate financial stress in all my and my family's life events. I'm so thankful to have this whole team to depend on any time I've needed. I highly recommend! Melanie Galaviz https://zacgalaviz.org/

They called me and while I wasn't a client that would fit their business he did everything he coUld…read moreto get me the info I needed. These are the kind of people you want to be around!

Mr. Carroll provided outstanding service in preparing 2011 IRS 1040. His knowledge of the current…read moretax code changes is tremendous. Further, his overall knowledge of business entities matches his tax expertise. As an inactive CPA, Mr. Carroll provided the best professional service I have ever had. He is a true professional!!!! If you need tax / accounting / auditing service, this is the CPA I would hire every time.

From the owner: We Specialize in Tax and Accounting Services. This includes Payroll and Bookkeeping in Arlington,…read moreTX. Please call Al for a consultation today. Immediate availability to discuss.

I was looking for a local CPA after moving back to Texas. I found Justin through a Google search…read moreand chose him based on the positive reviews from other clients. At the time, I was going through a divorce and needed help sorting through a complicated tax situation. I first met with him in March 2025 and didn't have a follow-up appointment until September 2025. Initially, I planned to file separately. However, during our September meeting, Justin advised that my ex-husband and I should file a joint return for the 2023 tax year, the year we separated, because it would save us money. Based on that advice, I waited while he communicated with my ex-husband and gathered the necessary documentation. Months passed without any updates. In December, I emailed Justin three separate times before finally receiving a response. During that time, I also received notices from the IRS regarding late filings and penalties. When I finally heard back, I learned that Justin had filed my 2024 tax return separately in October without informing me. He then told me that filing jointly would not have resulted in significant savings after all. Had that been communicated to me earlier, I could have made an informed decision. At a minimum, I believe he should have called me before changing course and filing my return. I also discovered something much more concerning: he had never filed my 2023 tax return. Instead, he had filed my 2024 return, despite charging me $310 for preparing and filing my 2023 return. Because I was dealing with my divorce and the sale of my home, I did not have the mental bandwidth to immediately address the situation and needed to find another CPA. Eventually, I contacted the CPA my ex-husband and I had worked with while we were stationed in Arizona. Although I had moved to Texas, I learned he could still assist me. In February 2026, I contacted Justin to request all of my tax documents so I could transfer them to my former CPA. I was finally able to pick them up in April. Before releasing my documents, Justin wanted to meet with me. During that meeting, he could not explain why my 2023 return had never been filed. Ironically, the morning of our meeting, he submitted a request for verification of non-filing for my 2023 tax return. He acknowledged that he had let me down and offered to file the return at no additional charge after I consulted with my new CPA. Ultimately, my former CPA resolved everything quickly and professionally. Despite being in another state, communication was prompt, clear, and consistent throughout the process. I also requested a refund of the $310 I paid Justin for preparing and filing my 2023 return, since it was never filed and cost me hundreds more in late/penalty fees. To date, I have not received that refund. Now that my tax matters have been resolved, I intend to file complaints with the Texas State Board of Public Accountancy (TSBPA) and the Texas Society of CPAs regarding my experience.

Very thorough and up to date on tax laws for maximum refunds...extremely satisfied!…read more A pleasure to work with.

Long story short: I would recommend Laura to anyone looking for a realtor... and I would trust any…read morevendor she recommends. My husband and I were first time home-buyers in September. We knew a few realtors and felt the need to start fresh with someone completely new to us. I put in a request on a realtor-finder site that advertised "top realtors" in the area. As you can imagine, I was bombarded. Laura quickly followed up after receiving my lead. We chatted and I instantly knew my husband and I would be in good hands. Buying a home is a BIG deal, so we were particular about who was going to be a part of that journey. Laura was patient with every question we had from day one. It was over Labor Day weekend, so there was a break in the timeline. Within a couple weeks we decided to officially start looking for our first home (in person instead of on Zillow). Within a day, Laura set up 4 houses for us to look at one evening (saving our Zillow-favorite for last). She came with years of experience, expertise, and feedback. She helped us with pros/cons of each house while making sure we were honest in our opinions about each one. She gave us the comfort level to say "yay or nay" about everything that was important to us. We instantly fell in love with the last house and knew we had found our forever home. With Laura's help (and a team of lenders/closers she highly recommended) we closed on our dream home 23 DAYS after seeing it in person that first night! While we weren't her quickest close, hopefully we came close! We heard horror stories about buying a home but our process was smooth and quick. While we may have just gotten lucky, Laura played a vital part in the entire process from making the initial offer to being there with us on closing day. If there was a problem, I knew Laura was going to get it handled. She has YOUR best interest in mind and has a true passion for what she does, which beats someone looking to just make a buck. If you're buying or selling, CALL HER NOW!

Laura assisted us with the purchase of our home in March of 2019. She and her staff are top notch…read moreand made what can normally be a stressful situation not stressful at all. She has quite a bit experience and associations with many vendors that she offered us to have review the home to make sure we knew what we were buying. She also assisted us with finding a mortgage company. If you truly want someone to look out for your best interests, Laura is it. Jami and Jerry White

A true financial advisor who upholds to the fiduciary standard - putting the client's interest's…read morefirst is hard to come by. Jon took his time and got to know us and has earned our trust, we know he has our best interest in mind. His team is a pleasure to work with and always goes above and beyond expectation's when we call in with questions or if we just need to make an appointment with Jon! When my mother in law passed Jon even took the time to send something special to my grieving wife. Thank you for a job well done!

From the owner: The team behind Lake Point Advisory Group is made up of qualified financial professionals who are…read morepassionate about helping individuals and families achieve their ideal retirements.

RENE MARTIN is the best . i am glad to be first writing review about this place . i am a driver and…read moreliving in california but i got a job in texas so i went here to open an account . the lady who helped me was great !! nice service ,very polite trying to help and explain everything and great communication. thank you