One of the best brokerage firms in America. Amazing customer service and a range of products and…read moreservices for everyone.

Inefficient , can't get anything done in one visit ,no customer service , not sure why Schwab not…read moreprovide a competent banker ? We have to deal with rude receptionists to get work done. Very disappointed , went there 2 times to get an account opened , first email received some info I was missing went back , gave the details , they had even missed one full form . 5 days since still pending , no movement at all on the account opening !

This was 1 of 3 firms I interviewed before making the final decision to handle our planning. The…read moreteam was more than patient with me and added value every time we met. The key for me was they never tried to sell anything, they were more educational and I highly recommend them.

We used Insight to create a comprehensive financial plan that has really helped us better…read moreunderstand our current financial situation and get us on the right track to retirement while also targeting other investment goals along the way. Bruce Robertson has been a pleasure to work with and very helpful in guiding us through the process to make sure we were comfortable and all of our questions were answered to our satisfaction.

I found Infinity Financial through luck. I was surprised by the level of expertise. Customer…read moreservice is great. I have an MBA I know.a good financial services. When I see them. My gut was right, I left lasts years return and. David found 996$ that had been left on the table. Infinity offers a wide range of services to individuals and businesses. I can recommend

I dreaded coming here because we talked about the same thing over and over and when its done, he'll…read moreask to check-in on FB or want to take a picture of me at the office. He'll even ask again if I checked-in before I even stepped foot out the door. I finally had to tell him that I am not comfortable with social media knowing my location. He never harassed me about it again. The first time I came here, I was interested in what David has to offer b/c after receiving a letter from the IRS, it feels intimidating and I wanted to be sure to take the RIGHT steps to handle this case correctly. Before coming to Infinity, I read the notice from the IRS thoroughly to be well-aware of my situation and what I can do to fix it. I was told David just started the business and that he could help me with my tax situation when I was well aware I could have taken the steps myself by following the SAME instructions that was listed on my IRS notice. But here I am, helping him market his business. Throughout the times I was scheduled to meet with him, at some meetings I had to give him some papers and some meetings he just spoke in circles. He never once discussed HOW MUCH each step was going to be or if I wanted to proceed with them. Instead, at our LAST meeting, closing up on my tax case, he tells me the fees and changed the price a few times infront of me which makes me feel very uneasy, and it was a grand total of $500. Oh! And then he'll seal up the paperwork and place it in a Priority Mail Flat Rate envelope and have you pay for the shipping rate and drop it off at your nearest post office....... My dad had a similar case as me and all my brother had to do was call the IRS line and they'll guide you through the process, FOR FREE!

Solid advisors with a range of financial products for clients to choose from. On par with other…read morefinancial services in the area.

US Capitol Advisors: Exceptional financial expertise in Houston, TX. Highly recommendread more

Vanessa and her team is great! I definitely recommend them to anyone looking to fix or boost their…read morecredit!

Just wanted to give a quick shout out to the ladies at Impeccable Credit Services. At a time when…read moremy credit had taken a hit, the ladies stepped in and provided professional help and service, in a time of need. If you are having credit difficulties or just want to improve your credit score, definitely speak to Impeccable. Thanks so much.

Mohammed Akif has been extremely helpful answering questions about cross-border taxes. He was able…read moreto field all of my questions regarding FEIE, Foreign Tax Credit, and RSUs and put me on the best plan forward to avoid double taxation as a US Citizen. What a life-saver!

they always answer, and stay organized. They saved me money! Definitely would recommend them to my…read morefriends and family members!

A few years ago, I decided to make some changes to my self-guided portfolio, especially after the…read moredot com bubble burst. I had some concern about who would handle my finances. I found Scott during my research and set up an appointment. At that time, I met with one of their financial advisers and we were on the same page as to the direction of my investments. It was refreshing to meet someone who understood and confirmed my ideas for the future. It's worth the call to inquire and set up an introductory meeting if you have an interest in current and future investment opportunities.

If you have any financial needs 401k rollover, IRA or key man policy I suggest you make an…read moreappointment and visit with their very professional team, I have used them for years, they offer a large variety if financial options. One thing I love is there willings to explain all your possible options in a way anyone can understand.

From the owner: At Wealth Development Strategies LLC, we offer comprehensive financial planning services, as well…read moreas other investment advisory services* to both individuals and business professionals. Our expert associates can help you with: *Comprehensive Financial Planning *Estate Planning and Wealth Conservation *Investment Portfolio Management and Asset Allocation* *Private Money Management Services* *Qualified Retirement Plans (401(k), Profit Sharing, etc.) *Business Succession and Buy/Sell Agreement Funding Strategies *Executive Compensation Plans and Deferred Compensation arrangements *Education Funding (529 Plans, etc)* *Personal Retirement Funding Strategies *Charitable Planning Techniques