Oh how the mighty have fallen. This was at one time the best firm to handle your money. The good…read moreold days are over. The customer service stinks nowadays. My mother passed away and left her money for her family. It was painful to deal with these zombies. Not a good experience sad to report.

I have a lot of money with Fidelity so I naively thought it might mean something in terms of…read moregetting an appointment with my advisor, but no. I had to go through an 800 number and the person told me it was a 3+ week wait. That is ridiculous. I emailed my advisor and he does not answer. He calls me when he wants something but I can't reach him directly when I need help. I never thought I would say this about Fidelity, but I agree with the previous review that said "the worse customer service."

Elizabeth Trecartin CFP, recently reached out to me to introduce herself as my new advisor…read more Within 5 minutes of reviewing my account, she pointed out two items that were valuable to my financial planning that had been missed by my long term advisor she had replaced. I really appreciate her professionalism, knowledge and genuine interest in my account matters. The individual she replaced seemed to always be hurried and hard to get ahold of.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Proceed with Caution: My Experience with Ron Mussett…read more I initially worked with Ron to set up my LLC taxed as an S-corp. He was helpful during the initial process, but unfortunately, the execution was flawed. He made repeated administrative errors, such as filing paperwork incorrectly, missing deadlines, and even misspelling my name and my company's name multiple times. While I initially overlooked these mistakes, things only worsened over time. One of my biggest concerns was Ron's reluctance to answer questions beyond quarterly payroll tax filings. I often felt like an annoyance rather than a valued client. More critically, he failed to inform me that I wasn't making estimated personal income tax payments, which led to a substantial tax bill for 2024--complete with penalties. Based on my experience with him, I expect he would say this wasn't his responsibility, but better communication could have prevented the issue. Additionally, his tax planning knowledge was not the right fit. For instance, he was unfamiliar with Solo 401(k) plans and only recommended SEP IRAs, which didn't align with my financial strategy. He also would push back against strategies like structuring payroll for my spouse, paying her the max required for a 401(k) contribution, and "netting out." Beyond these shortcomings, his overall responsiveness was mediocre to poor--not just during tax season but consistently throughout the year. He was only reachable via email and rarely by phone, making it difficult to get timely responses. To be fair, Ron is very affordable compared to other CPAs. At the time, I was paying a fraction of what I pay now. However, I've come to realize that paying three times as much for my new CPA is well worth it--because at least now, I don't have IRS penalties, unexpected tax bills, or unanswered questions. My new CPA is available via phone and Zoom, open to one-on-one consultations, and takes the time to ensure I understand my tax strategy. If you're looking for a CPA who provides proactive guidance, strategic tax planning, and clear explanations, I would strongly recommend looking elsewhere. Just as we expect doctors to have bedside manner, I believe a CPA should show a level of respect and care for their clients. Unfortunately, that was not my experience. I often felt disregarded, and the lack of communication left me with IRS penalty letters, an unexpected tax bill, and a new CPA who is now cleaning up the mess. Ultimately, I take responsibility for not holding Ron accountable sooner. However, if you choose to work with him, be prepared to take a very hands-on approach and ensure you fully understand what he is offering. I've since found a CPA who is a much better fit--someone who takes the time to explain tax-saving strategies, aligns with my long-term financial goals, and ensures I won't be blindsided by another massive tax bill in 2025.

I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!

This was not my first investment property. As the mortgage industry changes we are compelled to…read morere-evaluate our financing options. After talking with several hard money lenders and weighing my options, I decided to go with Ryan at Noble in Dallas. I felt so comfortable with Ryan that soon after we started the hard money project I approached him with another property that I wanted to refinance. This also went very well and was soon refinanced at a completive rate. As you evaluate financing options it's important to not decide only on cost but more importantly upon the capabilities of the financer and their ability to get you to closing. It's even better if you can find both in the same place. Contact Ryan to discuss your options.

The fee was too high for the initial consultation. Doesn't seem smart or ethical to ask a person…read morefor that much money for an initial meet, just seems like a way to ward off people in a certain financial bracket, which signals a kind of elitism that is off putting.

I had the pleasure of speaking with Ms. Williams and she was not only kind and patient with my…read moreconcerns but also provided detailed explanation into each concern I presented. She proved to me that the PSLF is in fact real and genuine and that I was duped by some oddball company posing as an ally into forgiving my loan. She not only made me feel more confident in myself but also provided information on how to help myself through filing my own paperwork each year and getting my PSLF on track! I can't thank her enough and I most definitely recommend her and the team at Worth Winning. They are totally WORTH it and now I am WINNING because of them! Thank you Ms. Williams!

I can't say enough positive things about the McGowan Financial Group: their expertise and their…read moreconcern for all their clients, whether you open a billion dollar account or you simply have a low income stream that needs to be managed. My parents invested their retirement money with McGowan; my father was not a professional man, but a blue collar worker. Now that he is passed, McGowan looks after my mother's investments and is always ready to help her or answer any questions. Alex at McGowan's helped me set up a fund that was granted to me in a divorce settlement: a very small fund, but when I need his help (such as understanding how an IRA is affected by bankruptcy), he answered my questions and concerns immediately in a way I could understand. Yes, this investment firm like all others is seeking out the "big" investors, but they are just as conscientious in managing smaller accounts and providing solid advice and recommendations to their "common man" clients.

From the owner: McGowan Group Asset Management, Inc was founded in 2001 as a federally registered investment…read moreadvisory firm. Today, the McGowan Group manages over six hundred million in financial assets for individuals and businesses in Dallas, TX. We provide advice to individuals, trusts, estates or charitable organizations, pension and profit sharing plans, and corporations, limited liability companies and/or other business types. The McGowan Group helps clients build a diverse portfolio that achieves consistent cash flow for retirement, business growth and trusts. Work with a team of advisors, each specialized in an investment area. Learn more about our experienced team of certified investment management analysts and private wealth advisors.

I met Tim, President of Lindus Advisors, through my mom has he is a regular at her restaurant…read more After my parents divorce, he was able to help me understand the complexity of my options when it came to my financial future. He put me at ease and was very honest on my options when the time comes. A nice guy with a great spirit!

I attended the career building webinar on Zoom hosted for  Yelp Elite members. It's one thing to…read morewriteup a resume yourself and think its absolutely amazing, but to have his set of eyes and truly maximize my potential and bring it to life was a whole other thing. Tim was amazingly brilliant, dynamic in our call. He connected in a very real and warm way. He quickly got down to what the issues are that are holding back; asked pointed, honest and direct questions to help you uncover the reason. He helped me get very clear about next-steps in my current resume and then take steps in transforming my resume to a good one. Investing in taking time to talk to Tim was worth it. I highly HIGHLY recommend you go do it for YOURself!

This place is the real deal…read more I had the pleasure of scheduling a 1:1 resume review with YourNextJump's Tim Lo and had no idea what to expect from a call session, which is typically extra fluff just to fill up the airtime. I had sent in my linkedin profile as well as resume prior to the meeting so Tim had the time to review my profile. Right off the bat, Tim went straight into commenting on my resume, pointing out a few things that stood out to him. After inquiring about the type of jobs I was looking for, he then proceeded to make a few suggestions on how I can better present my resume while emailing me several resume samples and templates as guidance. I walked out of our first meeting feeling more supported than ever. I can see how job searching and resume updating can be a lonely, hard and long journey so it's great to have a service like Your next jump that can help you feel better on that road. Kind of like Job search therapy with tactical solutions. I highly recommend Tim's services to all jobseekers out there. He is empathetic, intelligent and to had a great sense of understanding of what I was hoping to get out of this and as a result, he more than delivered!

Working with Carter Bower. Very professional. Quick to respond. Goes over and above. Great…read morepresentation and explanation of the market. Have been with them for nearly a year. Very Happy with the service and knowledge. I think our money/investments are in very capable hands.

If you are looking for a reputable financial advisor this is a great company to work with.read more

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!

Nothing good to say about this location. They are late for every appointment I made with them…read more Honesty is also not their policy. Takes hours to complete simple transactions. Very difficult to do business with.