Jerry is the most knowledgeable and client focused financial advisor that I have ever had manage my…read morefinancial portfolio. I have worked with high net worth private advisors as well as Wells Fargo Private Client Services Group and Jerry absolutely blows them away. I moved to Frisco from California and wanted to work with a local advisor and I initially had Jerry set up a SEP IRA account. I was so impressed with with his knowledge and service that I moved my remaining portfolio for Jerry to manage. After being disappointed by many advisors over the years, I've found a great partnership with Jerry.

Chris Fess is truly a top Financial Advisor. My husband & I have seen our portfolio go up…read moresubstantially since we have been investing with Fess Financial in Frisco, Texas. I would recommend him to anyone.

From the owner: Unlike most firms, Fess Financial does not use a pre-designed €œcookie cutter€ portfolio approach…read more They work with clients to design portfolios that meet their specific objectives, time horizon and risk tolerance. The focus is on an unbiased selection of world class investments, not on product sales. Chris integrates your investment portfolio with your overall retirement strategy, taking into account your goals, assets, fears, desires, and dreams.

I am totally amazed at how wonderful the Manning Group works. Stacey Notely is as advertised. He…read morealong with his Group of constituents helped me so so much until it was unbelievable. Now my scores in all three credit bureaus is 740+... Thanks Stacey you're the best..

Stacy and his team are amazing. Stacy takes the time to explain credit report and management in a…read moreway that is very easy to understand. I had a FICO score in the mid 400's and after working with The Manning Group my score was in the 700's. I can not say enough amazing things about this company. They set the standards for honesty and ethics in the industry. I will always use them for helping me manage my credit.

Antoine is one of the best CPA's I have worked with. He definitely goes above and beyond what your…read moretypical accountant would do. He makes himself available for questions throughout the year and really makes himself an asset. Great to have someone like this to reach out to when you have questions throughout the year.

From the owner: Comprehensive financial planning, general accounting, business consulting, tax planning and…read morepreparation.

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.

Long review alert! If you don't read it all and want the referral part...GO SEE EDDIE!! He and…read morehis team are the best and you will never regret letting Eddie and CSG help you reach your goals and dreams!!! Now the details for those that are curious... :) Eddie is really a credit expert and genius. I have typically been skeptical of "credit repair" companies. I assumed that they all work similarly in just flooding the bureaus with lots of disputes. But Eddie and CSG do not do that. Eddie is so incredibly knowledgeable with the how of credit scoring and reporting. I met with Eddie very last minute and he reviewed by credit details with me and is able to go through the details and know what line items matter and which ones don't. He has intimate knowledge of how every entry in your credit file (good and bad) affects your scores and typically by how many points. Seriously, Eddie is a credit genius and he is allot of fun to work with! SO my story, we stumbled on an amazing deal on a new house and we were not even planning on buying at the time. The deal was so good, we decided to move on it. We had intentionally planned to just use my wife's credit as she had scores in the 800's! However, her income was not quite enough to mortgage two homes at the same time so we needed me on the mortgage. I literally had no hope or very little that anything could be done. Eddie met with me very last minute as we were needing to close this house in 3 weeks to get the deal we had negotiated. Eddie identified what our best and quickest actions were and he literally got on the phone with me and my creditor and handled the dispute with them. Long story short, we were able to get my scores fixed and up enough in literally a few days and every bit of the credit goes to Eddie. It was his credit expertise and thinking out of the box that was successful. I can say with 110% confidence that we would not have been able to buy this house without Eddie helping us. So, call Eddie and let him tell you what you need to do to get to your goals the fastest. What the average person thinks about credit and even what most experts tell you and assume about credit scoring is actually not even close to reality. Eddie will tell you pay this off, settle this, don't even worry with this huge write-off and many other options. He is literally a miracle worker. He even might tell you don't worry about doing anything with that huge write-off because it's not too recent and is affecting your scores very minimally. Call Eddie. Trust Eddie. Believe in his approach. If ANYONE can get you to your credit and financial goals, Eddie can and will. Every story is different. Mine happened to work out and we were able to get what we needed for the house very quickly. Whether you have a huge mess, minor dings and the timeline seems long or short, get started now with Eddie and your goals that seem impossible can become reality. I am living proof. We closed on our dream home Dec 31, 2018 and are blessed beyond measure. THANK YOU EDDIE!!!! Sincerely, Paul

If you're in the market to buy a home, call Eddie and his team. My credit score was too low to…read morequalify for a professional mortgage, which saves you thousands on PMI, but was already under contract on a house. Eddie and his team were able to work with me and get my score up above qualification, into premium interest rates. Eddie even gave me his personal number so that I could call and discuss any issues/question at any time--extremely responsive. While I understood credit scores generally, and how to positively impact them, there are several things that you just cannot do in the time frame I needed. It can take several weeks or months to dispute negative remarks on your credit report if you submit a dispute yourself, with no guarantee of success. Eddie and his team submitted a dispute and had it removed in only 2 weeks! TL;DR - if you're going to buy a home, see how Eddie can help you save money on rates or PMI. He knows mortgages, and will even call your lender to school them on credit scores.

Today, I had a meeting with Irma Mospan about my retirement plans. Besides her showing me a quality…read moreplan that would work for my lifestyle, she revealed a tax tip that can save me $16,000 a year! None of my CPA's have ever told me about. I expect tax tips like this from CPA's but didn't expect this nice surprise from Irma. For these reasons, I can highly recommend her. Give her an hour of your time...you will be glad you did! Geni Manning, DFW Realtor www.GeniManning.com

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.

Victor is great and reassuring. Ran stress tests on my portfolio and found a couple weaknesses we…read moreaddressed. Highly recommend him and his company.

Great new independent insurance agency! Offering home, auto, life, business and specialty lines…read moreinsurance products.

We have utilized CWA to manage our endodontic practice. Their service and support are second to…read morenone. They have definitely taken us to the next level. Honest, accurate, kind. Keep up the amazing work! Nabeel Khan

As a 20+ year client, It's difficult to communicate the breadth of experience that CWA brings to…read moreyour life and financial plan. I travel from the East Coast (Philadelphia area) to Plano once a year for a meeting with my financial planner. He is very qualified, smart, knows me, and I'd call him a friend. He has often gone WAY above what our agreement for his services promises me for my fee. The firm is honest, and is growing. This firm is able to do your book keeping, tax, and financial planning. Our CWA group has another company pick our money managers, so there is NEVER any account churning, and your planner has his or her money invested as you are invested. The corporate culture is to put the client's needs first. If you go online and check out CWA.com, you can see some videos by Darrell Cain, who started the firm. The firm serves many people, from various backgrounds and businesses. Their niche is dentists. I am able to hire any of the financial hotshots in Delaware , Philadelphia, or NYC, and continue to choose Cain, Watters for my needs. I cannot recommend them more highly.