Every time that I have an account or trading question, the Schwab Team is right there. Always…read morepatient, through and makes sure that I understand the services they offer. .

Charles Schwab facial recognition was not working when I tried to login today. I had not used my…read morepassword in years and if you ever change your password, they tell you you can't use the last seven that we used before. I tried to get the situation fixed online, but they insisted on me calling their customer service. I'm currently in Costa Rica and my phone would not dial out. I tried to handle it through their chat and spoke to 2 different people. The last one was a Noah K and I did not get the other ones name but they both logged off on me telling me that they couldn't help me and that I would have to borrow a phone from somebody to call their customer service. They also shut down my debit card when I was in Turkey 7 times. Even though I verified it with me, they kept having me repeat the procedure and borrow somebody's phone to call them. I would think that Schwab would be an international business and would know how to handle this better than asking their customers to borrow somebody's phone. To me this was an epic fail.

My wife and I had a pre-retirement financial check up with Keener Financial. We found that the…read moreservice, quality of information and recommendations were excellent. It is obvious that they know what they are doing, but are also able to communicate for all levels of financial understanding. We highly recommend their services.

My daughter interviewed several fee for service financial advisors and chose Jean and is very…read morepleased (she plans to retire before she is 50 with Jean's guidance). I, too, have used her services and she suggested that I shouldn't need to come back again until I actually retire....

Elisa helped me out and was extremely kind, efficient, and patient with a Senior Client of Schwab!!…read more I had an unusual technical problem with my on line account (caused by my lack of technical knowhow). While my problem was not in her immediate area of responsibility, she listened and went to work. Elisa fixed the 1st issue (on line account suspended) and then contacted another expert within Schwab that helped to find the source of other issues that led to my suspension. If Elisa had not listened and gone the extra miles to help me, I would have been suspended again as soon as I drove back home to Denton, TX. Jared Herbert is also to be commended for being very responsive to a phone call and especially for having a very qualified staff that cares about their clients. If I was not retired, I would have offered a job to Elisa. Her talent, caring attitude, and common sense are rare. I expect Schwab recognizes her abilities and she has a bright future ahead of her.

We had to replace our car on a trip we made to Dallas last week. We had planned on replacing the…read morecar later this year, but car problems en route made the transaction necessary earlier than planned. We located a replacement car on a Saturday and the dealership let us keep the new car as we would provide them payment from our account at Charles Schwab. On Monday, we went by Charles Schwab in Southlake to arrange the disbursement and met with our agent, Jake Bandy. Mr. Bandy called the dealership, acquired the wiring instructions, and facilitated the whole transaction. Mr. Bandy is a complete pro! He gave us copies of the wire and promised to contact us when it was complete. We returned to the dealership with the copies of the wire and the dealership gave us copies of all our car documents. Mr. Bandy called shortly thereafter and assured us the wire was sent. Everything is stress free when you deal with a great organization and Jake Bandy!

Do business in their office regularly. Every person we've encountered has been exceptionally…read moreprofessional, courteous and knowledgable. This a first rate organization in every way. Other negative reviews/rants on here don't sound legitimate.

I have had a fidelity account for many years. They have planning tools that were good but have…read morereally become incompetent over the last year. One of their planning tools has been broken for over 2 months at this point and counting. Their response is its a 3rd party but from my standpoint, if you are offering services blaming it on a 3rd party just means you are not managing your offerings. If they fail here, which they obviously have or I would not be writing this post.

beware!!!!!! i was scammed from abanoub and zetax!!!!! he did my taxes in 2024 and 2025. i paid for…read morehis services in april 2025 and 2026 for tax years 2024 and 2025!!!! all good!!!! tell me why---- in july 2026 i just saw that he used my account and routing number from my personal tax return. and stole $1000 from my account!!!!! he is a scammer!!!!! his business is horrible!!!!! tax preparers are obligated to confidentiality of all documents but most importantly my bank account and routing information!!!!! i will be filing a police report and make sure no one else deals with this scammer!!!! this is a federal offense!!!

Even this late in the tax season, we were met and had our taxes prepared very quickly. The value…read morefor this service was great. When we asked what we could do to lower our tax burden, we were given great advice! Mr. Salama provides a valuable service!

DO NOT file taxes or an LLC with Chandler Knowles. You will be wasting your money, In addition,…read moreif you have more than a 10 minute drive to their office, do not waste your time. A 40-minute trip to deliver documents cost me a 1 hour fee. Despite the owner being "too busy" to introduce herself, she charged me for "consultation" services. My consultation consisted of sitting alone in a conference room, introducing myself to her administrator, and handing over my files. Ruthless and no concern for you or your company.

I would not recommend this firm. The first year they did my return, they made a mistake and told…read moreme it was my responsibility to make sure the tax return is accurate when I got a notice from the IRS which has never happened to me in my adult life. Chandler did amend the return at no charge but advised me it was my responsibility to make sure the entire return is correct. I'm not a CPA which is why I paid them for their expertise. I chalked it up to a one time mistake, but the next year I went over the return page by page, line by line, and found multiple mistakes (since it's my responsibility according to them so I spent hour and hours reviewing every line item). Chandler had to modify the return at least 3 times and make many corrections before it could be submitted to the IRS. These were mistakes I found (not them). What is the point of hiring and paying a CPA to file my tax return if I need to learn all the tax laws to find their mistakes. I had to proofread all their work but their fee was never discounted for the countless hours I had to spent proofing the return and bringing errors to their attention. I even had to bring to their attention a typo transposing numbers, a mathematical error, as well as a major error whereas they reflected tax free funds as taxable funds. Needless to say I decided to find a new CPA going forward as I had no confidence in their ability to prepare my return accurately. Fortunately, I found a highly competent CPA that I am working with now and have been for several years. My new CPA even went back and found more mistakes (that I didn't know about as I'm not a CPA). I had to pay my new CPA to amend mistakes from their original work. I didn't even ask Chandler to amend the old return to fix their mistakes as did not want to have any further relationship with them as trust was gone and I moved on to another CPA who I paid to amend the return previously filed by Chandler. The people at Chandler are very nice people, but I just do not have confidence of the accuracy of my returns they prepared so I found a new CPA. I shouldn't have to have CPA knowledge to hire a CPA to complete my return. I provide my CPA with proper documentation and while I still review the return before it is submitted, I expect my CPA to prepare an accurate return. I do hope that things have changed for them as this was several years ago and hope they are doing a more thorough review of their work. I wish them the best of luck. I didn't even want to write this review as they were nice people but a friend of mine said it would be wrong not to write the review. In the end, I do hope these were just training issues that have since been resolved so this does not happen to anyone else.

I strongly urge anyone considering to do business with this company to run the other way! Doing…read morebusiness with Jeff was by far one of the worst business decisions I have ever made. He overpromised that he could do payroll services and completely dropped the ball and did not pay my employees multiple weeks. He charged me twice as much as promised and held me accounts hostage bc of bad reviews he received he repeatedly blamed me for. He was paid thousands of dollars and never went over final reports after multiple promises. I can say there are much much better companies at less than half the cost this guy charges. Stay away from Excel Financial Consultants, Jeff Peterson, and anyone involved.

From the owner: As a full-service Accounting firm, we partner with our clients to deliver solutions that help solve…read moretheir most complicated needs. Our services are designed specifically to help small businesses, and at a small business price. Utilizing decades of industry experience and functional expertise, our services go beyond the norm to develop new insights, drive results, and help grow your business.

Brad has been our Financial advisor for several years. He is excellent about listening and helping…read moreus achieve our goals.

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.