My wife and I had a pre-retirement financial check up with Keener Financial. We found that the…read moreservice, quality of information and recommendations were excellent. It is obvious that they know what they are doing, but are also able to communicate for all levels of financial understanding. We highly recommend their services.

My daughter interviewed several fee for service financial advisors and chose Jean and is very…read morepleased (she plans to retire before she is 50 with Jean's guidance). I, too, have used her services and she suggested that I shouldn't need to come back again until I actually retire....

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!

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.

If you want to end up penny-less then invest with these guys. When Life Partners were being…read moreinvestigated for fraud these guys continued to sell their policies. I was convinced these investments were safer than the stock market....the company went bankrupt...I owed thousands of dollars in premiums which I was unable to pay. It was one lie after another. Then they took more money and put in a Diamond investment and those people went bankrupt and in prison for fraud. These guys will take your money and you will end up losing EVERYTHING! The owners of this company should all be in jail. This company used to be called ASR American Safe Investments....all they did was change the name of the company....BEWARE THEY CAN'T BE TRUSTED AND SHOULD NOT BE IN BUSINESS. Jst change the name of the company and continue on!!