RPOA is nothing more than a money hungry organization with a proven failed procedure to protect…read moreretirees from market downturns!! I personally experienced this failure and lost a large sum of money!! Stay Away!!!

Transferred an IRA into RPOA in 2023. Initial communication was great but once they had my funds,…read morecommunication was not good. In the past two years, I had two meetings and in 2025, I would call to discuss my account with my "assigned" rep. (Jordan), and was unable to speak. I left messages and even set up a meeting, but no communication until I finally requested my money be transferred to another firm. Then my assigned rep. (Jordan) still did not contact me, instead his assistant has been my POC. Not a good Customer experience and as others have mentioned, unless you are constantly adding money to the account or have 7 figures invested with them, they are silent and distant. Would not recommend if you are someone who wants or needs to have quarterly updates.

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!

Numbers can often be intimidating and even scary. Especially when important decisions for a growing…read morecompany are based on them. Bryan Polozola has provided me with clear advice for over four year that has helped me make the right decisions. His ability to bring clarity and understanding has been invaluable to my business. And most important, he is very skillful at implementing systems and plans. I highly recommend Bryan and NexGen Financial Solutions!

From the owner: NexGen Finance provides outsourced CFO, Controller, and Accounting team services servicing the DFW…read moreArea.

Steve and Gayle bring both an abundance of knowledge as well as a wealth of caring. Highly…read morerecommend Interlinc Financial!

Genuine caring and skilled consultants. Always there when needed. I would recommend them…read morewholeheartedly.

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!

Nothing good to say about this location. They are late for every appointment I made with them…read more Honesty is also not their policy. Takes hours to complete simple transactions. Very difficult to do business with.

There is a lot of uncertainty in the market these days and the best move I have made is to put my…read moreIRA and savings in the hands of Brian Hendon at the Edward Jones office on Plano Parkway in Plano. It can take courage to stay in when the bottom drops out the market and Brian guided me through the choppy waters and I'm certainly seeing a great result from the turn around in the market. I just had my annual meeting and he gave me advice on rebalancing my portfolio and worked on future strategies for maximizing my investments within the strategies I'm comfortable with. Brian not only looks at the investments with Edward Jones but he will also take time to look at my 401K and other outside investments. I never feel pressured to dump all my money into one basket. As far as Edward Johns as a company, they are consistently listed high for investor satisfaction and recently were 6th on Fortune's best places to work, so they must be doing something right. You never see them in the news for the wrong reasons. The meetings are never rushed and Marsha, the office manager, is well on the ball by confirming appointments a couple of days in advance, making sure paperwork is ready to sign, and promptly sending out documents that need my attention. If you think it's too late to invest, think again or maybe you don't earn enough to put some away for your future or your current financial advisor isn't giving you the time and attention you deserve, give Brian a call and I'm sure he'll be able to help you and point you in the right direction.

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.

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!!!

Call Mike with Ricker Retirement Specialists! He knows the retirement planning business very well…read moreand they have great institutional mutual funds, stock funds, and more to help you diversify your retirement savings.

From the owner: At North Texas Wealth Management, we’re more than a financial firm—we’re lifelong partners in…read morehelping you live with purpose and confidence. With over 50 years of experience, we offer personalized, holistic wealth management built around your goals. Clients benefit from proactive planning, disciplined investment strategies, and real-time financial tracking—all delivered with unwavering service and care. Whether you’re navigating retirement, building a legacy, or managing life transitions, our experienced team provides clarity, structure, and confidence every step of the way.

Amazing! They were effective in restoring equity to a person's name. The business matters were…read morehandled in order and timely.

Reply to the employee that wants to blame me for their misuse of my card…read more One of the employees asked for the card number and did not tell me that he was going to use a 3rd party site to pull credit. I would have thought that a credit repair site would have their own access to the credit reporting sites. I complained about this directly to the company. This had EVERYTHING to do with the company you work for. But don't take my word for it. Have a look at the other reviews. One shill review praising the company and every other review is one star. EVER OTHER REVIEW. I find it disgusting that you would call a former customer a liar or simply try to gaslight them into believing that something completely different happened. Accept responsibility that someone there made a mistake or didn't follow protocol.

I've been using Steven Dawson's advice since before he began his own business. As we've watched…read morecontinued growth of our investments Steven continually monitors the fund's progress and varies his suggestions based on the current market. As a bonus Steven stays in touch. After I was laid off from my last job, he joined us in continued prayer to overcome that hardship.

I'm a bad client. I communicate with them infrequently and when I do it's always time sensitive…read more I get the same courteous, prompt professional service every time. Stephanie always goes above and beyond. In my most recent transaction, she went even further above and beyond to rectify a problem of someone else's (non- Dawson).