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 used SMD for several years. They started out being good then communication dropped to almost…read morenothing. Then I got audited and ended up owing the IRS about $3000! Sean Duncan did nothing to help me. He did not review the audit paperwork for me or go to bat with the IRS. In fact, he quoted me over $1000 to complete the audit documentation the IRS required! I consulted with 2 other CPA's and 1 financial adviser and all of them said the same thing... SMD reported the mileage in the wrong way and should have known better. SMD should have completed the audit documentation without charging me anything. They made a dumb mistake that cost me dearly then left me to fend for myself. SMD makes Turbo Tax look good!

The entire team was helpful, friendly, and very educated! I would not go anywhere else!read more

Awful place to work at. They prioritize finance bro's who continue to underperform instead of…read morepromoting their employees that show consistent results. Kissing a** is a necessity here. Don't even get me started on the folks in charge of departments that handle your money. Stay away...especially if you run into Jared Wright, who is the worst manager I've worked for in my 24 years in the workforce.

Have been with Fidelity for over 42 years. Have only had a few issues and when I contacted my…read moremanager it was taken care of in a satisfactory manner. I have recommended many people to Fidelity. My preference over the last 20 years has been to rule my own accounts, yet receive good service when I have issues! Checking, IRA, Roth IRA's, Credit Card, in one location and get rewards and money market interest, along with many many different vehicles for investment!

TLDR: The Tuttle Group utterly astounded us with an effortless, friendly, speedy, and (believe it…read moreor not) FUN refinance as self-employed individuals when no one else wanted to help. We decided to refinance our home to make some improvements and clear out some high-interest debt. We assumed (erroneously) that our credit union, which had held the current mortgage for 15 years plus our bank accounts and car notes, and a flawless history of payments with them, would have no trouble refinancing us, even though we are now self-employed, and making 3x what we made when they initially approved us. ***WRONG!!!*** After literally MONTHS of asking for documents, changing rates, long delays waiting for info from underwriting, and unanswered questions, we finally abandoned them in search of unconventional financing routes. We looked specifically for brokers in the area who specialize in self-employed people, and found a few. Some seemed a bit "green," some sounded less than friendly or just weren't interested in a smaller refi. But Tatiana with the Tuttle Group was super friendly when she reached out, and helped us arrange a video consultation with Andy Tuttle, the wizard of the Tuttle Group. During the 30 minutes that Andy spoke with us, it was like a crash course in financial planning. Everything he said made so much sense, and we learned more about mortgage refinancing than MONTHS of online research and questions we had asked to our credit union. Andy was up-front and told us that our best option might, indeed, be to go with the offer our credit union had finally extended, and that he might not be able to beat it. Still, he took the time to explain how refinancing in this "terrible Fed-rate" era could be financially advantageous to us, and told us to check once more with our credit union to see their final terms and if they were still locked in. I was astounded that he would take that kind of time to talk to a customer he likely wouldn't get any money from. We decided to proceed with the Tuttle Group, even if they couldn't offer us a better rate, simply because it was a PLEASURE dealing with them, they treated us like family, and everything Andy said made such good sense. Throughout the 2-ish weeks that ensued, their awesome mortgage gal Annie checked in with us regularly to make sure all our questions were answered. They seemingly required FAR less documentation than anyone else. But their stated tactic was to present a perfect, iron-clad package to underwriting up-front, so that there would be an instant approval and there wouldn't be a need for further questions or documentation. (Imagine that???) In what seemed like the blink of an eye, we were approved and ushered through closing. We simply could not be more impressed with the Tuttle Group. We've helped numerous friends and family through the mortgage process, and it's always like being put through a medieval torture device. This is the first time getting approved and closing was a PLEASURE. We NEVER had to contact them for questions, because they were always checking in to make sure all ours were answered. They were super friendly, familiar, informal-yet-professional, and we always felt like they had our backs and had everything under control. We actually looked forward to their calls and emails...imagine that??? Even though were were looking for a silly, small refinance and shouldn't have been worth their time, we felt like we had called up a dear family member who gave us the "hook up" our situation clearly didn't warrant. Astounded. Impressed. Thrilled. Grateful. These are some of the things we feel after our experience with the Tuttle Group. And I have absolutely no doubt your experience will leave you feeling the same.

We were looking to buy a second home and worked with Andy and Annie. The walked us through our…read moreoptions and were very thorough and knowledgeable. They provided very detailed presentations and walked us through them and answered all of our questions. I would highly recommend Andy and team.

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.