I tried out the service but had a very bad experience with customer service and some the products…read moresold to me was inbelieveable horrible for its cost and its benefit.

David Stull at Storehouse was extremely helpful in setting up a financial plan for me. I've been…read moreworking with him for several years now. David and group are great to work with!

As a hardcore libertarian anarchist it pains me to pay big daddy government taxes each and every…read moreyear. That being said, Ed helps me through this painful process every March and I've never regretted a second of choosing him as my CPA. He also helped rescue a dog once.

Absolutely terrible!!! I think Ed hires his tax prep staff in the parking lot of 7-11. I had them…read moredo my 2017 and 2018 returns, they jacked up 2017 and Ed said he'd pay the IRS penalty, that was the last I heard from him or his office. They didn't pay anything, didn't verify my 2018 return to see if it was also incorrect, and won't return any calls or emails. I believe in allowing people to correct mistakes, it happens, but I don't forgive lack of integrity!

We have used Pro-Diem for many years to calculate our work related travel expense and deduction…read more In tax year 2013, the IRS took exception to our claimed deductions and requested $6,000+ in taxes. With Aundrea's kind and patient assistance we were able to prove the IRS agents ignorance of the IRS rules that allowed our deductions. It required three submissions over a period of 15 months to educate the agent on how the IRS rules allowed our deductions. Without Aundrea and Pro-Diem, we would have never prevailed.

Love their philosophy. Been reading Scott Burns for decades. They do what they say and charge an…read moreextremely low fee for it.

Caveat: Relying on yelp reviews for picking an investment or financial services firm is probably…read morenot a good long term strategy for success! Do your own due diligence and make informed decisions. Summary: - Check them out if you want smart low-cost people managing your retirement dollars - $50,000 minimum (sadly) to start an account - Low expense / high transparency asset management - Very open about what they do and why they do it - Your money is held in a custodial account at Charles Schwab & Co. - Even if you have no intention of being a customer, the website has excellent info I remember reading Scott Burns' columns in the Boston Globe ages ago and got interested in his new company when my Dad sent me a link. Scott Burns is probably best known for creating and talking up his simple "couch potato portfolio" (google it for info...) back in the days when it was hard for an individual investor to find diversity and low fees . I am not anything close to rich/wealthy but I've been stuffing my retirement accounts to the max since my first job out of college and ended up with a number of 401K and SIMPLE-IRA accounts along the way. Eventually all of the "old" accounts were consolidated into a single Rollover IRA held at Charles Schwab. Started reading the AssetBuilder blog posts and forums and got sold on their transparency and fixation on low cost and managed risk. They are transparent enough on their website/blog/forum that an independent investor could simply copy their published methods without signing up as a customer. The tipping point for me was learning that they keep client money in custodial accounts at Charles Schwab. Since my Rollover IRA was already there it felt like I was letting smarter people manage my money for less than I was paying in the hidden mutual fund fees and transaction costs. Now in the post-Maddof scam era this is even more important. While AssetBuilder may make trades on my behalf, all my statements and account info are serviced directly by Schwab & schwab.com. The separation of "management" vs. "holding" is a good thing in my opinion. Just my $.02 of course, I'm not rich or even a particularly savvy investor. I just like AB because I've found the fixation on low-cost & high transparency to be very refreshing.

Jason helped one of my clients get a notary bond. The entire process took less than 30 minutes and…read moreat a fraction of the cost they expected.

This brokerage has declined dramatically over the years. I was repeatedly passed from one…read morerepresentative to another, and the last representative couldn't answer basic questions about my policy. I ended up switching policies without understanding the full ramifications, which cost me money. No one seemed interested in resolving the issue or retaining my business. The constant transfers, poor service, and terrible hold experience were enough for me to cancel my insurance and move to another brokerage. Very disappointing.

These guys are awesome! Super professional but make you feel like you are with an old friend…read more Extremely trustworthy and efficient. They have saved me a ton on my taxes, helped me set up at LLC and provided business advice on whether or not purchase a work truck. I highly recommend Patrick McKinley and Steve Hutchings.

This review is for the location in Fort Worth's West Seventh area and front desk services. I have…read moreused Fidelity for years for investment accounts and never had a negative experience. This storefront location provides the convenience of certified signatures and on-site advisers for fidelity accounts. The location itself is hospitable and clean. I've been twice and a Keurig was a nice touch (It was out of service the second time I visited). Bathrooms were clean, and two self-service computers were available for account management services. The desk clerk was friendly and helpful, communicated well, and was able to help me with my signature certification as a walk-in within a few minutes. Both visits, I was able to park directly in front and be in and out in under 20 minutes. As a Fidelity Customer of many years, I appreciate the ability to walk in somewhere and receive assistance with my Fidelity accounts in person.

GuideStone Financial Resources is a rare organization that combines financial excellence with a…read morestrong sense of purpose. Their team operates with integrity, clarity, and genuine concern for those they serve. Rather than pushing one-size-fits-all solutions, GuideStone focuses on thoughtful, values-aligned guidance that supports both present needs and future goals. It's refreshing to work with a financial organization that so clearly lives out its mission.

I've had considerable 403b funds with Guidestone for a decade. Recently I tried to access my…read moreaccount on a Saturday in order to do financial bookkeeping, got in with my login info as usual, and the website said I have no funds, no investments, no records, no statements, no transaction history, nothing. It was Saturday, and there was no way to contact anyone by phone. Even old emails with links to my quarterly statements didn't reflect that those statements existed. In this day and age, that is scary. This is BAD service for a firm that stewards people's lifesavings, whether it is a Christian firm or not.