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.

they were just bought out. never a problem until the merger with SSB. im looking at reviews of…read morethe competition and changing my account to another bank. the reviews with the merging company are awful and im already having issues during the first week.

Great bank and they think of the normal people, not like Chase who only wants perfect people.read more

There has been no resolution to this complaint. I was contacted but none of the people who…read moreresponded have returned the money this credit union stole from me.

I hate this place already! Haven't even started actually using this bank, just opened up our…read moreaccounts and I am already sick of it! Nothing is easy. The chat people are awful. There is ALWAYS a wait when you call and so many freaking options to go through before you get what your calling for. We have been members of several credit unions and none of them have ever required both parties to have seperate savings account in order to have a joint checking account. Applying for a credit card has been impossible, the website will not let me submit the application! I'm ready close our accounts right now! Seriously....RUN!!!

Do not use this company. I used this company 6 years ago and got great service. They worked hard in…read moremy credit to get negative remarks removed. Called at least one a week to go over different things to do to improve my credit. I used them again in June and after setting everything up they remove two negative remarks off my credit file in six months. I paid over 2000 dollars for this service and I had to call them to ask questions on my account. Every time I call I had someone different working on my credit. I had Greg yancy working on my account 6 years ago and I had to tell him to quit calling all the time he was always working and keeping in contact with me. Well I should have know it was a bad idea to use them again when we had a phone Appointment set up for 3:30 but they never called until 5:30. Save your money use someone else.

In my early 20's I was an unemployed student with a lot of debt. The moment I got a paying job, I…read moregave several GRAND to this company to help me clean up that debt. The contact was only in communication with me for a few months. Then nothing. Did my credit get cleaned up? NO. They told me they "wrote off" my debt, but it turned out to be untrue. I ended up having to pay the bills in full on my own, negotiating on my own, left in the same spot where I started years earlier - only with hard-earned money that could have gone towards that debt lost on this company's investment.

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).

I recently contacted Jordan to help with my retirement plan and review my current portfolio. I was…read morevery scared about hiring a financial planner to manage my portfolio and was happy to find someone who could simply answer my questions and help with a plan. I was not yet ready to just turn everything over to someone I didn't know. Jordan was fantastic to work with and very reasonable on an hourly basis. He reviewed my portfolio and put together an action plan that helped me to feel secure in my plan to retirement. He answered all of my questions and helped ease my fears. I will definitely be using Jordan in the future and hope to build a long relationship.

From the owner: We specialize in Cash Flow Analysis, Retirement Planning, Investment Planning, Insurance Needs…read moreAnalysis, College Education Planning, Small Business Planning and Estate Plan Analysis.

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.

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.

Caroline Rocks!!! She is so smart and makes me feel very well taken care of. in fact, everyone at…read morethe McKinney Texas branch is excellent. Janet, Angie and Caroline Thank you for all you do!

Schwab is an excellent company overall, and this local office delivers fantastic, customized…read moreservice! Scott, Janet, Carolyn, and the rest of the team are hard-working, yet friendly, patient, and accommodating. Working with them is like working with a small-town old-fashioned bank - they know us personally, they respond quickly to our requests, they call us right away if there's something we need to be aware of, and they always provide great guidance to help us achieve our financial goals. We couldn't ask for a better experience from a financial services office!

Customer service here is terrible. I will drive 20 minutes the opposite way to another bank just to…read moreavoid this one. The front desk employee is great. Such a sweet older lady. It's the drive-through employees that seem absolutely miserable every time I go there. Like I'm wasting their time or something.

Customer since they opened, after trying several others with local branches. Several commercial and…read morea personal account. Never had a problem, nice, friendly, personal and helpful people. Nice enough I know many of them by name, which made me want to post something positive.