I was referred to Avior Wealth in Plano TX by a reliable source. From the very onset, I…read moreencountered issues with errors their office made. There were two serious errors within the first 90 days. First, they incorrectly invoiced me for a monthly advisory fee when it shouldve been monthly. Since they require payment by ACH, My bank account was debited for duplcate payments. It created inconvenience and time consuming efforts to correct. Next, my advisor made changes to my contributions on my Fidelity account. Due to his error, I did not receive my payroll deposit from my employer. After contacting my employer, I learned my entire payroll had been desposited into my Fidelity account. Fidelity was quick to correct my contributions but I was still left without a paycheck. I withdrew money from my retirement account to cover my bills but this has tax implications I did not need nor anticipate and all created by the financial advisor. I have since entered into a new relationship with a local Fidelity advisor. I have requested a refund of my advisory fee from Avior but have not received. Not only did they not provide the promised services, they created an abundance of inconveniece and a new tax liability next tax day. Shortly after these errors I received an email from Avior advising me the financial advisor was no longer with the company.

From the very start this company had very poor communication. This is ultimately where things…read morefailed. I patronized this company because my brother and sister in law highly recommended them and have had them file their taxes for years, sadly our one and only experience left many things left to be explained and understood. I provided them 1 email address and they couldn't even get that right. Bottom line I suggest using another organization.

Mark has been such an asset to my portfolio. I wouldn't have my money with anyone else. My family…read moresituation is very unique and mark works with us very closely and very patiently and because of his dedication, I've been able to maintain my quality of life. I am so very grateful to him for meeting our financial demands time and again. My family is very appreciative of his hard work, not just for us but for all of his clients. Mark is kind and understanding and very good at his job.He was referred to me by 2 of his clients that feel the same way. Not 1 but 2! I've never really been the trusting kind BUT I trust this man 100%. Thank you so much mark! I can never repay you for what you do for my family. Candace Freeman

I had the chance to spend some time with Mark. He's a great guy. Very knowledgeable. We talked…read moreabout starting savings for my kids college. I learned about 529's and other options available to me. I would highyl recommend Mark!

Michael and I have worked together for 10 years. He is always on top of the market,…read more is very smart, and cares that his clients have the best financial information they can. He wants them to make money and/or preserve what they have, and he's always right there to make sure that happens. I have been very happy with the work he has done for my accounts, and I highly recommend him to all of my clients. He is trustworthy and honest, traits you definitely want in your financial planner.

I've been with Michael for many years, and he's always given me great service. He's also given me…read moresome valuable advice for my sole proprietorship.

I normally do not hire anyone who has no yelp reviews but I took a chance on this one. As you can…read moretell by the number of stars I put, John is a winner! Knowledgeable, intelligent, caring and trustworthy. He has a lot of experience and it shows. He also treats you like family and does not appear to care more about his commission than he does about you. That's a rarity nowadays. If you are willing to take a chance on a certified financial planner with only one yelp review, I don't think you will be disappointed.

My parents referred My husband and I to John. He is outstanding. Very knowledgeable, and gives you…read moreso much information. we knew very little walking in and walked out feeling so good about John. We have 100% confidence in John and His front desk Lady Sara. She is so pleasant and has everything ready for John before he met us. So happy to work with John and Sara.

Eric has provides me with a complete tax overview and options for filing my taxes in a timely…read moremanner. I appreciate AEI Financial and have used Eric's services and expertise for years. A real professional! Thank you Eric!

. we have found him to be very knowledgeable and caring ! He took the to make sure we understood…read moreall the information he was giving us. I liked the fact that he made me feel any question I asked was an important one. we would highly recommend him to anyone ! so if you feel you need any of these services he has to offer give him A call. it should only take about twenty minutes of talking to him to evaluate if he can meet your needs. Thanks Terry

I have been a Schwab client for over 20 years with a Brokerage account, my Traditional IRA and both…read moremine and my wife's Roth IRA. The choices for investing are all anyone would ever need. I recently retired and have now happily "rolled over" my 401K. I've always received excellent advice both by using their easy to use on-line services, signing up for email newsletters and in personal visits to Marc Vera who has been extremely helpful in my retirement financial planning. This is a highly skilled group of professionals who will guide you, not try to sell you something you don't need that would make them money. That said: Be professional yourself and make an appointment. I highly recommend Charles Schwab and the Santa Rosa office. Charles Schaefer

Terrible company to deal with. Even worse customer service. Don't ever do business with this…read morecompany.

Sound financial advice from an educated, patient advisor who has proven himself many times over…read moreduring the 13 years he has handled our families money. I highly recommend him.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

My husband and I hired Andrews Financial Planning to evaluate our portfolio and advise on the…read morepurchase of a second home. Kathryn listened to our wants, clarified our goals and guided us through the process. She clearly requested the information necessary to complete the task and when received, she analyzed it in a timely and efficient manner. Kathryn is an outstanding oral and written communicator, always explaining things in an easily digestible way. She has a unique ability to evaluate a complex set of circumstances and provide practical advice with a variety of options for consideration, some of which expanded our limited thinking. Kathryn was open to all of our questions and concerns and is very well-informed on all aspects of financial planning. Her many years as a transactional attorney adds to her wealth of knowledge, and, as a fiduciary, gave us great comfort that she had our best interest in mind at every stage. We feel we received excellent value, and we will certainly use her services in the future.

I have consulted with Kathryn on a variety of financial and legal issues over the years. She is a…read moremeticulous analyst, and a good listener. I trust her advice implicitly. I admire her ability to formulate a plan even when working with various stakeholders with diverse opinions and goals.