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    Charles Schwab

    1.6 (7 reviews)
    Open 8:30 am - 5:00 pm

    By appointment only

    Updated over 3 months ago

    Services - Charles Schwab

    Investment management

    Mortgage services

    Personal banking

    1 More Service

    Retirement planning

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    Solstice Wealth - This is Julia, co-founder + principal advisor of Solstice Wealth

    Solstice Wealth

    (53 reviews)

    They say that 43% of first time marriages end in divorce and 38% of those marriages end because of…read moremoney problems. My husband and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My husband and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial stick price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my husband and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, my husband (the nerdy spreadsheets guy) learned to let go of full control of our finances and we were able to work together as a better as a result. And me (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.

    Philip and Julia are easy to work with and worthy of our trust and business. My husband and I wish…read morewe had found a CFP as soon as we married; we would be much better off financially if we had jumped right into a financial plan and investing versus feeling unsure and stuck. Furthermore, Philip gave us guidance that helped us get life insurance in place, which is key to our financial security. If you're feeling lost or stuck, they can help!

    Loken Careers - Julia, resume & CL writer

    Loken Careers

    (20 reviews)

    I am so glad a friend referred me to Alexa. I knew I had solid work experience under my belt, but…read moreafter months of looking for a new gig, I knew it was time to shake up my approach. Alexa was meticulous in digging through my current resume and helping me find ways to make it stronger. She also provided great pointers and an outline for a stronger cover letter. Plus, a big part of her approach is setting up informational interviews with people in companies, industries and roles you're interested in and she graciously provided introductions to people in her own network. With my new resume I was able to land an interview at my next dream job, and once I finally landed an offer, I scheduled additional time with her to gather pointers on how to negotiate. I've been at my new job for almost two months now and could not be happier that I had Alexa's help to get me here. She's smart, fast and thorough, but also just fun to work with; I always felt like I was just brainstorming and strategizing with a friend.

    Alexa was very helpful and easy to work with. She gave me the inspiration I needed to believe there…read morewould be a better fit out there for me, and helped me evaluate my interests and preferences to narrow down what really mattered to me. When a job opportunity came along that fit those preferences, I knew it was the right move to take it. Also, I will never have to redo my resume again -- it is in an awesome template that will be easy to refresh. It is always hard to say where a job will come from, and when, or how you got there, but Alexa provided the tools I needed to dive into the job search and find a good fit.

    Dimov Tax - George Dimov, C.P.A.

    Dimov Tax

    (110 reviews)

    Dimov Tax has done our taxes since we moved to Texas a few years ago. We had to file in California…read moreand Texas the first year and also had a few complicated situations that required help navigating. Their team is responsive, detailed and very helpful. I plan on continuing to use them and would recommend them for your tax needs.

    Exceptional marketing, completely failed execution. We paid for CPA-level expertise and received…read moresubpar data entry. We cannot recommend this firm. Their onboarding, SEO, and sales marketing team are exceptional. They know exactly what to say to earn your trust and we were excited to work with them. Unfortunately, the actual service completely fell apart after they took our money. The Process & Financials: We paid a seperate pre-engagement consultation fee, then $1,285 upfront before a single page of work was prepared. After payment cleared, we received a lengthy engagement contract requiring signature. In our experience, an extensive engagement agreement should come before payment, not after. Three unacceptable draft tax returns followed, each containing differant but significant errors. The 1st draft was a disaster and would have cost us thousands in taxes we did not owe. The 2nd was still very wrong and missing key disclosures. The 3rd included inapplicable Texas state filings, and if filed could have caused headaches. We caught the errors ourselves. We never received a tax return we could file with any confidence. By the 3rd draft, we were done. Our taxes were not overly complex but required special attention to detail. The Disappearance: After multiple alarming errors, we had zero trust in the firm's capabilities. We felt it was a real compliance and economic risk for them to prepare our taxes. We sent a formal refund demand directly to George Dimov using the exact email addresses listed on our engagement letter and CC'd ourselves to verify delivery. We also sent it to the team who had prepared our taxes. Following our refund request, the firm went completely silent. No response, no explanation, and no attempt to clarify why we are not entitled to a refund. That is not normal. Fellow Texans: George Dimov holds no individual Texas CPA license confirmed via TSBPA public database (Texas State Board of Public Accountancy). His firm, Dimov Associates LLC's Texas CPA firm license (C11597) expired September 30, 2025 and has not been renewed at the time of this post. Based on our research Dimov Tax, Dimov Partners, DImov Tax Specialists, do not come up in the TSBPA database. Draw your own conclusions. Public Regulatory Records: We later discovered that on April 8, 2026, weeks before we hired this firm, the California Board of Accountancy (CBA) filed a formal accusation against George Dimov and his firm (Case No. AC-2026-10). This is a matter of public record. Had this ongoing regulatory action been known or disclosed to us, we never would have signed on. The case is active and has not concluded yet. Update July 2, 2026: We filed a formal Chase dispute on June 15, 2026 after sending multiple refund demands over several days to multiple people including George Dimov directly. Fifteen days after filing, two people we had never heard from contacted us for the first time - extremely apologetic and offering a free tax return among other things. George was CC'd on these emails using the exact address we had used to contact him before we escalated. They asked us to rescind the chargeback and trust them to refund us outside of the bank process. Chase advised us not to retract the chargeback as we would lose our protections if they did not follow through. We were told George had no idea what was happening. That is concerning in itself. Dimov accepted the chargeback on July 1, 2026. Chase closed the case in our favor on July 2, 2026. We received our $1,285 only because we filed a chargeback. The refund does not include 20+ hours of our time writing long emails correcting their errors, fighting for our money or the stress we endured. That cost remains ours. To the Dimov Response Team: Do not reply claiming we are not in your system, blaming technical issues, or mischaracterizing our situation. We have the signed engagement letter, payment receipts, error-riddled drafts, and every email exchanges to back up everything written here. We tried to handle this privately and amicably before we escalated. You chose silence until a chargeback forced your hand. Our experience mirrors similar patterns openly discussed by other clients on Yelp and other trusted review sources. Draw Your own conclusions and do your own research to protect your hard earned money and valued time.

    Five Stone Tax Advisers - RecognizeGood Ethics in Business Awards

    Five Stone Tax Advisers

    (266 reviews)

    Dealing with annual property tax valuations can be frustrating, but partnering with Five Stone…read moreProperty Tax Advisors has completely eliminated that stress for us. They are not just a service; they are genuine advocates who take the fight to the appraisal district and deliver tangible results. The reason I highly recommend them comes down to their unmatched dedication to the client. Five Stone has always, and I mean ALWAYS worked hard for us. Fighting for our best interests. Shout out to Wade Gordy, one of the best you have at the company! That personal commitment and drive to advocate for us is why we remain loyal clients. It's truly comforting knowing we have someone so sharp and dedicated in our corner. Thank you Mr. Gordy! If you own property and are tired of paying more than your fair share, Five Stone Property Tax Advisors is the investment that pays for itself.

    Useless service that cost us money when we tried to use them. We signed up a few years ago (2024)…read morefor the purpose of having them protest our property tax increase. They did zero work, literally zero, as soon as we signed up they literally told us to go find comparable property sales ourselves and sent a bill at the same time because they wouldn't do any work to try and protest for us thus they knew we would not find any savings. The entire reason we used them was to find the comparable and do the protest, which they didn't do either of. They should at least have a policy that if they have zero data they can use to make a case, you should not pay anything to them at all since they won't do anything. I would not use them again, I have contacted state representatives to suggest regulating this industry due to unethical companies like this one.

    Charles Schwab - investing - Updated July 2026

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