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!

Given the current climate of our country I decided to finally get into investing and money…read moremanagement. Being that I am completely new to this I asked around and was referred to Kisin Wealth Management by a friend and I am so thankful I was! They are so patient with me and all my questions, did such a great job breaking down the game plan of where my money would go, how it would grow and what realistic expectations to have. They were honest, ethical and made me feel so comfortable in a world that is so unfamiliar to me.

Best decision I ever made was to trust KWM to do my investments/financial planning. A friend…read morereferred Ilya and raved about how happy she was with his expertise and knowledge, so I decided to check out KWM. He is truly wonderful, patient, and always willing and available to answer any questions I may have. He takes his time and explains everything to me and makes sure to break it down so I fully understand. I highly recommend using KWM for all your financial planning/needs, you won't regret it.

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 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.

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.

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.

A truly miserable experience. From the national level right down to the local level. How does…read moreSchwab stay in business?! At this point, I am pleased that the only thing that I've lost in this entire, albeit short-lived, experience with Schwab is some time and nothing else.

I have worked with Nancy for many years, and she has provided personal, charitable and business…read morebookkeeping and tax filing services to me and others I have referred to her. No complaints ever. She is thorough and careful with complicated issues, and can research things she is not immediately familiar with. She has a stable staff of people who can handle my needs quickly and efficiently if Nancy is not available. When the IRS reaches out (which can happen for a wide range of reasons unrelated to the filings), she can handle all the communications on your behalf. You will find her demeanor calm and low key--she is easy to talk to. She is not the most inexpensive accountant out there, but if you want decent service and expertise, don't look for bargain rates. I also like the online E-Organizers, sent each year to help with organizing and submitting my documents.

Nancy Phillips is an extremely competent, knowledgeable and efficient CPA. We have used her…read moreservices for complicated tax returns and she has done an excellent job. Her staff is dedicated and helpful. Along with her business and tax abilities, Nancy has a heart and concern for her clients. She offers personal service and maintains the highest standards of continuing education. With our ever changing tax laws, Nancy keeps up to date. She is also qualified to do estate planning and trusts. We highly recommend Nancy and her staff for all your tax needs!!!

This is where you should go if you are not just looking for financial advice/guidance, but to be…read moreclear/knowledgable about how your money is working for you, why its investing that way and assurance that when the market fluctuates to stay on course for the ride.

From the owner: Edward Jones is an investment firm that believes your financial goals deserve a face to face…read moreconversation. We can help you prepare for retirement, save for education and be a tax-smart investor.