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.

RPOA is nothing more than a money hungry organization with a proven failed procedure to protect…read moreretirees from market downturns!! I personally experienced this failure and lost a large sum of money!! Stay Away!!!

Transferred an IRA into RPOA in 2023. Initial communication was great but once they had my funds,…read morecommunication was not good. In the past two years, I had two meetings and in 2025, I would call to discuss my account with my "assigned" rep. (Jordan), and was unable to speak. I left messages and even set up a meeting, but no communication until I finally requested my money be transferred to another firm. Then my assigned rep. (Jordan) still did not contact me, instead his assistant has been my POC. Not a good Customer experience and as others have mentioned, unless you are constantly adding money to the account or have 7 figures invested with them, they are silent and distant. Would not recommend if you are someone who wants or needs to have quarterly updates.

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.

One of the most respected and admired Investment Companies in the world has an office at the…read moreentrance to the tony Shops at Willow Bend, and in back of Magionies. (Spelling) This is the same comany that manages retirement accounts for leading companies worlwide. Except you meet with HUMANS in person. The interior is a blend of retro chic with widescreen TVs gently playing the financial news channels. What I Loved: Everything is explained to you. All paperwork and forms are completed in front of you. The private offices are comfortable and conducive to chatting. You are welcomed at the door and escorted to your car. You are treated like royalty and encouraged to help yourself to designer snacks and beverages. The entire staff is attractive, knowledgeable and approachable. MOST IMPORTANT: They offer investments that banks don't. Returns from 10% to over 40% Screw the banks and their high fees and low earning investments!

Have been with Fidelity for over 42 years. Have only had a few issues and when I contacted my…read moremanager it was taken care of in a satisfactory manner. I have recommended many people to Fidelity. My preference over the last 20 years has been to rule my own accounts, yet receive good service when I have issues! Checking, IRA, Roth IRA's, Credit Card, in one location and get rewards and money market interest, along with many many different vehicles for investment!

Numbers can often be intimidating and even scary. Especially when important decisions for a growing…read morecompany are based on them. Bryan Polozola has provided me with clear advice for over four year that has helped me make the right decisions. His ability to bring clarity and understanding has been invaluable to my business. And most important, he is very skillful at implementing systems and plans. I highly recommend Bryan and NexGen Financial Solutions!

From the owner: NexGen Finance provides outsourced CFO, Controller, and Accounting team services servicing the DFW…read moreArea.

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.

If you give your savings to this man he will steal it all. Makes investments for you that lose…read moremoney but earn money for himself. I'm still trying to crawl out of the hole this guy put my finances in and it's been more than 4 years.