Stacey Tate has been extremely helpful to me with my financial needs. I am not well versed with…read morethese matters and she knows just how to fill in all the gaps. We may play phone tag, but she is always responsive and gives full explainations as to different choices that I might have to pick from. She also makes herself available to my work schedule, which has been greatly appreciated. I would recommend her office.

From the owner: We are committed to helping retirees and those nearing retirement solve life's financial challenges…read morewhile growing and preserving their wealth. Tate Wealth Management's mission is to help retirees and those nearing retirement solve life's financial challenges while growing and preserving their wealth. Our primary focus is on wealth management strategies and comprehensive financial planning. Stacey Tate, CFP is president and CEO of Tate Wealth Management. A well-known financial planner in the Dallas-Fort Worth area, she has been helping local residents plan their retirement for more than 15 years. Her practice focuses on helping retirees and those nearing retirement protect their assets and ensure that their money lasts a lifetime. Stacey has developed a specialty in providing strong, solid retirement planning for those near or in retirement who want to grow and protect their wealth for themselves and their loved ones.

Used for two years, first year OK min. effort. Second year doubled fees, did not give proper advice…read morefrom year before so had to pay excessive taxes for estate. Would not come to phone multiple calls, only called back once. Set an appointment which Brendin, he did not show, had someone else handle. Got a letter from IRS and had to pay additional taxes beyond the summitted return. This was not a complicated prep. I guess I was not the customer type they wanted. Customer beware.

Had a great experience with them doing my families taxes! The office is so nice and inviting and…read morethey took time to really sit down and get to know us which made me feel a lot more comfortable. They were timely on the return and great with communication. The online feature that allows you to E-sign is awesome so we didn't have to go back in. Would highly recommend them to anyone looking to get taxes done.

Rob has been my advisor for 10 plus years. He's always been very proactive, communicating with me…read morefrequently and making sure that I'm making financial decisions that align uniquely to my goals. His partnership has helped me reach my goals much sooner than I ever thought possible. A great financial advisor for anyone seeking surround sound advice from a person who really cares about the people he helps.

Paul is an incredibly knowledgeable Financial Advisor. His years of experience in the Financial…read moreIndustry lends to his competence and ability to clearly communicate in easy to understand terms. I've been impressed with his patience and willingness to be accommodating for my schedule, to assist in my family's financial planning. I highly recommend Paul! Wade Scott

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.

Benjamin R Bigler I've had 4 advisers in almost 9 years. Ben…read morehas been my savior. He gets it and has kept me at home with my two girls after my late husband passed away from stage 4 cancer! I don't know what the hell I'm doing from day to day financially after all the crap I've been through I don't know what I would do with out Ben. I still struggle financially, at the end of the day there's only one person I talk to about my financial situation!

I had my money with Fidelity and thought a personal financial advisor would be a better choice a…read moreyear ago. I understand that there is risk involved when you invest your hard earned money, but my recommendation is to stay away from this place if you want your money invested wisely. My advisor , I won't call him out publicly, thought it would be great to invest in gold. $40,000 turned into $27,000 in 6 months. Gold is a very volatile investment, but he was big on it. In a single day, I lost $5800 and after calling him out on it, he couldn't figure out how I knew about that because he thought I was stupid and didn't know how to read and claimed it was over a week period until I sent him a screenshot of the loss in a single day. Crickets... I went back to Fidelity and liquidated my account at Ameriprise into cash (what was left after multiple losses) and now I sleep better at night knowing my investments will handled by a better company.Run, don't walk away from this place!!!

These guys are awesome! Super professional but make you feel like you are with an old friend…read more Extremely trustworthy and efficient. They have saved me a ton on my taxes, helped me set up at LLC and provided business advice on whether or not purchase a work truck. I highly recommend Patrick McKinley and Steve Hutchings.

Great guy. Very good service. I lost some money when I cashed in my retirement savings and blamed…read morehim, but it was my fault I didn't contact him and move the money into cash when I was planning on cashing in my account balance. I am sure he would have gladly helped me. I tried to delete my review which was unfair, but Yelp won't let you do that after a certain amount of time. I guess this is what they do because I have tried to delete it. Anyway great guy. You can trust him. He is very honest and wise about investing. I will keep trying to remove the bad review I wrote.

Wow, wow, wow, what an amazing experience with Deon! Not only does he insure our home, but insured…read moreall of our rentals, all of our vehicles (hot rod included) and jewelry. For years now I never took the time to understand what I was paying for regarding insurance, until another company royally stuck it to me. Deon took the time to explain every single thing in my now old policy that I DIDNT have and every single thing he could give me in an insurance policy while still at a comparable price. I trust wholeheartedly and will recommend him to anyone I possibly can!

From the owner: As your personal Farmers Insurance agent located in Frisco, I believe in keeping you informed of…read moreways to protect what's important to you. Whether you're looking for auto insurance, homeowners insurance, life insurance, or specialty coverage, Farmers Insurance will help you select the right products to fit your insurance needs. Auto Insurance at Farmers Insurance offers a variety of auto insurance products to fit your needs. In case you're involved in an accident, Farmers auto, motorcycle & car insurance can help provide financial protection for you and your family. Whether you need homeowners insurance or renters insurance, Farmers offers home insurance coverage for protecting you and your belongings. Farmers Insurance also offers life insurance, business insurance, and motorcycle insurance to help protect your hard earned assets. Visit our website for a competitive quote to help save money & better protect your family today!