Elizabeth Trecartin CFP, recently reached out to me to introduce herself as my new advisor…read more Within 5 minutes of reviewing my account, she pointed out two items that were valuable to my financial planning that had been missed by my long term advisor she had replaced. I really appreciate her professionalism, knowledge and genuine interest in my account matters. The individual she replaced seemed to always be hurried and hard to get ahold of.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

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!

I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!

Proceed with Caution: My Experience with Ron Mussett…read more I initially worked with Ron to set up my LLC taxed as an S-corp. He was helpful during the initial process, but unfortunately, the execution was flawed. He made repeated administrative errors, such as filing paperwork incorrectly, missing deadlines, and even misspelling my name and my company's name multiple times. While I initially overlooked these mistakes, things only worsened over time. One of my biggest concerns was Ron's reluctance to answer questions beyond quarterly payroll tax filings. I often felt like an annoyance rather than a valued client. More critically, he failed to inform me that I wasn't making estimated personal income tax payments, which led to a substantial tax bill for 2024--complete with penalties. Based on my experience with him, I expect he would say this wasn't his responsibility, but better communication could have prevented the issue. Additionally, his tax planning knowledge was not the right fit. For instance, he was unfamiliar with Solo 401(k) plans and only recommended SEP IRAs, which didn't align with my financial strategy. He also would push back against strategies like structuring payroll for my spouse, paying her the max required for a 401(k) contribution, and "netting out." Beyond these shortcomings, his overall responsiveness was mediocre to poor--not just during tax season but consistently throughout the year. He was only reachable via email and rarely by phone, making it difficult to get timely responses. To be fair, Ron is very affordable compared to other CPAs. At the time, I was paying a fraction of what I pay now. However, I've come to realize that paying three times as much for my new CPA is well worth it--because at least now, I don't have IRS penalties, unexpected tax bills, or unanswered questions. My new CPA is available via phone and Zoom, open to one-on-one consultations, and takes the time to ensure I understand my tax strategy. If you're looking for a CPA who provides proactive guidance, strategic tax planning, and clear explanations, I would strongly recommend looking elsewhere. Just as we expect doctors to have bedside manner, I believe a CPA should show a level of respect and care for their clients. Unfortunately, that was not my experience. I often felt disregarded, and the lack of communication left me with IRS penalty letters, an unexpected tax bill, and a new CPA who is now cleaning up the mess. Ultimately, I take responsibility for not holding Ron accountable sooner. However, if you choose to work with him, be prepared to take a very hands-on approach and ensure you fully understand what he is offering. I've since found a CPA who is a much better fit--someone who takes the time to explain tax-saving strategies, aligns with my long-term financial goals, and ensures I won't be blindsided by another massive tax bill in 2025.

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!!!

My goal was to organize my finances and truly understand the ins and outs of taxes, cash flow,…read morebookkeeping, etc. and I got so much more from working with Erin! I feel more empowered than ever before around my finances and owe it to Erin for being patient with me, answering all of my questions, and her guidance in setting up all my new systems. I highly recommend her!

Erin is the financial professional your business needs! I needed to establish a solid financial…read morefoundation for my company and Erin helped me do that. She pays close attention to detail and allays any fears you may have through her depth of knowledge and warm affect. Erin is worthy of your trust and confidence.

Refreshing to find an energetic and helpful insurance professional, Kasie Ricart. Highly…read morerecommend. Motorcycles, boats, home and auto insurance made easy!

I can't imagine a better experience with an insurance agent. Very responsive, very helpful, very…read morepersonal. Kasie does a great job communicating information and has helped us find the best plans that make sense for our family. Ricart Insurance Agency is highly recommended - not a single complaint in 1+ years of service.

Great company that resolved my credit issues and did it quickly !…read more Was the second time I had to use them and service was just as good as the first time

My experience with MSI Credit Solutions has been extremely disappointing and I would caution others…read morebefore signing any agreement with them. Despite paying for their services, I saw no significant improvement to my credit over several months. Their representatives especially Victor which is the manager , made claims about what they could achieve that were misleading at best and potentially false advertising. Communication was poor and updates were vague. I requested specific documentation multiple times and was either ignored or given generic responses. It's clear that their process is not tailored to individual cases and lacks transparency. In my opinion, MSI Credit Solutions did not fulfill their contractual obligations, and I'm currently exploring options for reporting them to the appropriate consumer protection agencies. I strongly advise anyone considering this company to read the fine print, document everything, and proceed with caution.Also no refund was sent , Victor gave me two weeks and NOW THERE IS VANICA GIVING ME ANOTHER TWO WEEKS WHICH IS NOW VOIDED BECAUSE OF THE REVIEW SAVE YOUR MONEY AND GO ELSEWHERE

I was worried that I might end up facing a Lynch mob if I wrote a bad review for this place,…read moreluckily I'm not going to. Beautiful shiny reflective Dark Towers, Rising above Mockingbird Station mall right next to the highway - 75. It's definitely a landmark that you can see for several miles from the North or South when you're coming along 75. It's not in downtown, so that kind of sets it apart and there are a lot of tall buildings along this stretch of highway - but this is one of the most memorable.

Just got off the phone with Merrill Lynch I I wanted to remove my account and transferred over…read moreChase while it's going to be safe with Merrill Lynch on the Bank of America I've lost $12,000 that's surprised me I got a bigger surprise I was told that I cannot remove the money that I work for because I still work for the same company I've been blessed to have a job now I have to quit the job in order to protect what money that I have from people who don't know how to manage the money that they have I never heard of a company that will they will not let you transfer your money out of there company to another company who can better manage my money I work hard for that money and I trust Chase I don't trust Merrill Lynch or Bank of America especially Bank of America it's incredibly sad to me that you have to actually quit your job and I can get your money out of a company that cannot manage your money and according to Merrill Lynch is legal

She does amazing work The only downfall I would say would be that she needs to upgrade her office.read more

I went in to discuss some tax questions I had. The ladies were very attentive over the phone and in…read moreperson. They answered all my questions and I left feeling a lot more reassured about my tax situation. Really thankful!

Wow! Let me first start off by saying I'm a Very blunt and honest person. I'm not going to lie on…read moreanyone's company or service if it's bs. When I tell y'all that this is the best credit repair company I've ever been through and this is the 3rd one. They're very straight forward and direct about their credit approach, I didn't have too many questions in the beginning because they answered everything by sending me VIDEOS and clear information notifications about what the plan will be. I'm a visual learner so I need to see the progress not just listen to it. My credit score shot up almost 200 points since May and I'm super excited! They have this new feature where the owner SAM sends you a video snapshot of your credit process and he breaks down each section so you can understand yourself how everything works. I'm truly blessed to be dealing with honest people who get me and my situation. I just want to say from one Texan to another THANK YOU! -Shanequa

From the owner: We provide a 100 Point Guarantee Policy and 6 Month Free Guarantee Policy. We are the only Licensed…read moreand Bonded Credit Repair Company in Texas that dedicates our services to the Real Estate Industry. Attention: Please enroll via our website and a Certified Credit Expert will contact you. In-person Consultations are limited and by appointment only. Our consultative approach, finance knowledge, & credit repair expertise is superior to that of your typical credit repair company. Our staff is comprised of former Mortgage Loan Officers & Real Estate Pros that possess over 30 years experience in Real Estate & Mortgage Lending. We provide a combination of aggressive credit repair services plus easy to understand credit education designed to help our client's develop a "real estate road map" to become approved for a mortgage. We will provide a solution to your needs whether you have recently been declined for a home loan or need first time homebuyer advice on how to build your credit to become approved for a home loan. We are a different type of credit repair company that truly cares about consumers. We prove this with our Hardship Program; for client's that simply can't afford our services we are the the only credit repair company that will provide free credit repair letters. Contact us for the best credit repair services in San Antonio - Austin - Dallas - Houston.