SWP has been great at getting all of my finances organized. Courteous to my needs and very…read moreprofessional.

From the owner: We specialize in fulfilling financial and personal goals through business…read moreconsulting, portfolio management, and financial and estate planning. From high net worth estates to straightforward 401(k)s, we tailor each comprehensive plan to meet the clients specific needs. We help to establish and uphold individual planning objectives, and we ensure that all aspects of financial life work together.

If you were looking for a individualized, compassionate and easy to understand investment strategy…read morethat made for you and your family, I can't recommend this wealth management team enough. I'd be lost without them, they're just amazing! Much much better than the big box one size fits all brokerage firms that treat everybody like a barcode.

From the owner: About Us McPherson & Mayberry Personal Wealth Management,…read morelocated in Dallas, Texas can trace its' roots back to E. F. Hutton. It was there in 1986 that Dan McPherson and Kerry Rigdon formed a relationship that evolved over the next 26 years culminating in the formation of McPherson & Mayberry in the summer of 2012. The goal was simple, to provide a level of personal service based on relationships, superior service and performance. McPherson & Mayberry works with individuals, trusts, endowments, retirement plans and financial institutions assisting in identifying solutions to specific investment needs and objectives. McPherson & Mayberry brings a traditional approach to both investing and planning focusing on individual relationships to determine a successful strategy. With two offices in the Dallas-Ft Worth metroplex they look forward to the opportunity to work with you to achieve your investment goals.

Great company that resolved my credit issues and did it quickly !…read more Was the second time I had to use them and service was just as good as the first time

My experience with MSI Credit Solutions has been extremely disappointing and I would caution others…read morebefore signing any agreement with them. Despite paying for their services, I saw no significant improvement to my credit over several months. Their representatives especially Victor which is the manager , made claims about what they could achieve that were misleading at best and potentially false advertising. Communication was poor and updates were vague. I requested specific documentation multiple times and was either ignored or given generic responses. It's clear that their process is not tailored to individual cases and lacks transparency. In my opinion, MSI Credit Solutions did not fulfill their contractual obligations, and I'm currently exploring options for reporting them to the appropriate consumer protection agencies. I strongly advise anyone considering this company to read the fine print, document everything, and proceed with caution.Also no refund was sent , Victor gave me two weeks and NOW THERE IS VANICA GIVING ME ANOTHER TWO WEEKS WHICH IS NOW VOIDED BECAUSE OF THE REVIEW SAVE YOUR MONEY AND GO ELSEWHERE

Be careful. I tried to verify the professional membership claims that Gary Cook, CFP had made on…read morehis website and came up very short. There were three false claims. Gary is not a member of the Million Dollar Round Table or does he have membership in the elite MDRT clubs, Court of the Table and Top of the Table as previously claimed on his site. MDRT, CoT and ToT memberships are determined by the financial productivity of the producer as well as a commitment to high ethical standards. Gary is not a member of any of them. Gary Cook removed the three lies from cookfs.com shortly after being caught by the MDRT membership processing manager, Debbie L. Oprenchak. The two memberships (ASPPA and NAIFA) left on his site are current. But the sad thing is Gary Cook was in direct violation of ASPPA's code of conduct. ASPPA Code of Conduct Article 9 states an ASPPA member shall not engage in any advertising or business solicitation activities with respect to professional services that the member knows or should know are false or misleading. This in itself jeopardizes current and future membership into ASPPA and NAIFA not to mention compromising the CFP's Standards of Professional Conduct and a violation of the CFP Rules that Relate to the Principle of Integrity; Rule 101 - A CFP Board designee shall not solicit clients through false or misleading communications or a CFP Board designee shall not make a false or misleading communication about the size, scope or areas of competence of the CFP Board designee's practice. Would you enjoy having Cook Financial Services manage your company's retirement plan?

My goal was to organize my finances and truly understand the ins and outs of taxes, cash flow,…read morebookkeeping, etc. and I got so much more from working with Erin! I feel more empowered than ever before around my finances and owe it to Erin for being patient with me, answering all of my questions, and her guidance in setting up all my new systems. I highly recommend her!

Erin is the financial professional your business needs! I needed to establish a solid financial…read morefoundation for my company and Erin helped me do that. She pays close attention to detail and allays any fears you may have through her depth of knowledge and warm affect. Erin is worthy of your trust and confidence.

Yelpers hope y'all good and taking care of YOURSELF first! YES. It's OK to be SELFish! With that…read morebeing said, make sure ya money right and that's where Jeff Badu Services could assist! CONTEXT: Getting older (every day) and financial security is a priority to me, and I wanted to see where all my bread goes! Y'all know I love food! LOL. I wanted to set some budgets and goals with a trusted advisor. WHAT I GRABBED: Financial Advisory for the year, quarterly minimum with access to Jeff and team for financial planning as needed, discussing/planning short to long-term financial goals. COMMENDS: Jeff is clever af. He was able to drop gems within the first 10 minutes of our conversation based on my situation. I'll speak on one, an investment with my savings that netted me a couple of hundreds within a day. Now results will vary based on what you investing, but gains indeed! RECOMMENDS: Have a discovery call with the team to see if Jeff's team can be of assistance to you and your situation. OVERALL:/VALUE: 5/5 Great value so far. I've only had one session and starting on my plan with optimism. I did have trouble contacting the team at the beginning around holiday time and expressed my concern. Jeff Badu, the CEO, reached out to schedule a follow-up and explained the miscommunication. I'll follow up as the year progresses with updates! WHAT I'M VOUCHING FOR: Solid financial advice based on your situations and a range of other services around tax planning. Until next time Yelpers, LOVE, LIVE, and STACK!

I was referred to Badu Tax Services by another Tax accountant, the initial meeting seemed promising…read moreand some of the employees were very helpful, but when it came to actually getting taxes completed my tax preparation was rushed. Here is why I know that: the email responses I was receiving were usually a 5-7 day late during tax season, they were overwhelmed by the number of customers, my taxes were higher than what I was able to obtain though another CPA. In addition, I requested to be removed from their mailing list back in November 2024 and still receive emails about follow ups and promotions despite me being a customer. This just reminds me about the company that took $2,000 for services that didn't offer the value I paid for.