Elisa helped me out and was extremely kind, efficient, and patient with a Senior Client of Schwab!!…read more I had an unusual technical problem with my on line account (caused by my lack of technical knowhow). While my problem was not in her immediate area of responsibility, she listened and went to work. Elisa fixed the 1st issue (on line account suspended) and then contacted another expert within Schwab that helped to find the source of other issues that led to my suspension. If Elisa had not listened and gone the extra miles to help me, I would have been suspended again as soon as I drove back home to Denton, TX. Jared Herbert is also to be commended for being very responsive to a phone call and especially for having a very qualified staff that cares about their clients. If I was not retired, I would have offered a job to Elisa. Her talent, caring attitude, and common sense are rare. I expect Schwab recognizes her abilities and she has a bright future ahead of her.

We had to replace our car on a trip we made to Dallas last week. We had planned on replacing the…read morecar later this year, but car problems en route made the transaction necessary earlier than planned. We located a replacement car on a Saturday and the dealership let us keep the new car as we would provide them payment from our account at Charles Schwab. On Monday, we went by Charles Schwab in Southlake to arrange the disbursement and met with our agent, Jake Bandy. Mr. Bandy called the dealership, acquired the wiring instructions, and facilitated the whole transaction. Mr. Bandy is a complete pro! He gave us copies of the wire and promised to contact us when it was complete. We returned to the dealership with the copies of the wire and the dealership gave us copies of all our car documents. Mr. Bandy called shortly thereafter and assured us the wire was sent. Everything is stress free when you deal with a great organization and Jake Bandy!

I have had a fidelity account for many years. They have planning tools that were good but have…read morereally become incompetent over the last year. One of their planning tools has been broken for over 2 months at this point and counting. Their response is its a 3rd party but from my standpoint, if you are offering services blaming it on a 3rd party just means you are not managing your offerings. If they fail here, which they obviously have or I would not be writing this post.

I've had a fidelity account for years and always worked with the Dallas office. I recently had a…read moresimple question about a financial transaction. I spent 20 minutes on hold Friday then was cut off because they closed. Today I was on hold for 30 minutes until I finally hung up. Needless to say, I'm getting my money out of here. If you can't trust your financial institution to answer a question, you shouldn't trust them with your money. The cable company answers the phone faster!

3 phone calls + 2 voicemails + 1 email + 2 weeks time = 0 responses…read more Clearly this place does not need your business, and you might be better off finding another service provider.

Called + filled out the contact form on the website. No response for 21 days. When Susan responded,…read moreit was a one line email that wasn't proofread, and to boot she exposed my IP address and phone number by forwarding the form sent from her website containing that sensitive information. Do not attempt to do business with this office. If you are thinking about doing business, take it from her late response: Good morning, Thank you for reqaching out to us via out website. Unfortunately our firm is unable to take on new clients at this time. Please accept our sincere apologies. Best regards M Mathisen Tax & Consulting

Experience is hard to beat! The folks at Virtus Wealth Management have a varied team with a…read morecollective experience that is impressive. They are very knowledgeable about their products and when talking to them, you definitely feel like they are on top of things. While the decision is always yours ultimately, it is easier when you fully understand the products and services. I have learned a lot about many products and services talking with the Virtus team. Even the support staff is super friendly and very helpful. I would recommend them highly. PROS: - Conveniently located in Southlake right off the freeway - Multiple people with experience (not a one person firm) - Nice, comfortable office (new office is super nice) - They answer the phone when you call every time - You can speak with someone on the team when you have questions

From the owner: Wealth Management is much more than managing assets. Our mission is to provide innovative,…read moresophisticated and highly customized wealth management solutions that address all facets of your finances.

Don is a wealth of information. He genuinely cares and takes a deep interest in what you are trying…read moreto accomplish financially long term. If you don't already have a financial advisor, use Don! Even if you do have one, go talk to him, you may find your current one isn't doing everything they could be to help you with your goals.

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.