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.

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!

As a dedicated client of GDS Wealth Management for a couple of years now, I am absolutely thrilled…read moreto share my experience. The team at GDS is nothing short of extraordinary, providing unparalleled expertise and personalized service that truly sets them apart. From the very beginning, they took the time to understand my unique financial goals and tailored their approach to suit my needs perfectly. What I appreciate most about GDS is their unwavering commitment to transparency and clear communication. I always feel informed and confident in the decisions we make together. Their proactive approach to financial planning has helped me navigate market fluctuations with ease, ensuring my investments are always optimized for growth and security. The professionals at GDS Wealth Management are not only knowledgeable but also genuinely caring and approachable. They have become trusted partners in my financial journey, consistently going above and beyond to provide exceptional service and support. Whether it's a quick question or a complex financial matter, I know I can rely on their expertise and guidance. Thanks to GDS, I am achieving financial milestones I once thought were out of reach, and I am excited about the future knowing my wealth is in such capable hands. I wholeheartedly recommend GDS Wealth Management to anyone seeking a dedicated, professional, and results-driven team to manage their wealth. They have truly earned my trust and loyalty, and I am proud to be a raving fan!

I have been with Glenn for many years and he has done a fantastic job for me. GDS is a caring…read morecompany and watches my investments so much better than any previous money management. I would not recommend anyone dealing with your money if I could not trust them to do the best they can for my situation. I highly recommend GDS. I am just sorry it took me so long in life to find someone I could trust to not only try to be the best, but BE THE BEST.

I had the best Tax Prep at this business not only did they do my 2024 tax yr but the previous year…read moreas well very professional and communicative

I received a letter in the mail advertising an insurance renewal rate and telling me that if I was…read morepaying more than this amount I was paying too much. I was paying too much, so called for the advertised $2008.10 renewal premium advertised in the personalized letter with a photo of my property included. When I called, it cost me 20 minutes of my life, for the quote to come back at over $14,000 - far higher than my current policy. This was nothing but a pure bait-and-switch fraud and it's not possible that their letter was based in reality given what they said the real numbers were. They also didn't state anywhere on the letter that they were solely an Allstate agency, or that they had anything to do with Allstate. Had it said so, I wouldn't have bothered calling at all. Total hoax all around.

Have been with this agency for many, many years and have never had any issues. Calls are returned…read morepromptly. Great advice is given. Can easily ask questions without any repercussions. I have several policies with them with no plans to ever change. I miss my the first employee who used to help me, Veronica. She was outstanding, super helpful and easy to work with. She is the reason I started working with this agency.

I already have a good life insurance policy through my law firm, but Spenser explained to me that…read moreif I ever leave the firm, I will lose that insurance. The older I get, the harder it will be to get a new policy on my own. The policy he helped me get will not only stay with me if I leave my job, but it also allows for some investment options. Spenser recommended I consider an IBC policy, which goes beyond your typical life insurance policy. Rather than just telling me what to buy, he worked with me to build a policy that allows me to have investment opportunities and funding options for future purchases. Since then, I have recommended Spenser to multiple of my own clients. He has helped them find what works best for them, whether that's in starting a new business or protecting their families.

Long time customer (19 years) treated like high risk bum. I called to stop insurance since I had…read moremoved and due to cost chose a different carrier. They did not stop the coverage with progressive. They said I did not sign the correct form. I explained I signed what the gave me. If they sent the wrong form, that is Schwan's fault. Bella said no, we did our job right. I must admit, I lost it. Told them what I thought of them. I do not recommend them. Went from good to just bottom of the barrel for agency and customer service. BEWARE if you chose them.

Tim Schwab is the absolute man. He is the elite when it comes to shopping insurance. As an…read moreindependent insurance agency, he can be real with you. He went way over and above to help me and family and our new auto insurance and renters insurance. Super knowledgeable and great communicator. Highly recommend to anyone shopping. You will not regret -G.A.

I've been with State Farm for at least 50 years with my house, my vehicles, and my boats. I know…read morethat company costs more than competitors, but State Farm has ALWAYS delivered when I was in need and I consider that every time I renew. Tye inherited his Dad's business, he's my agent, but I've not met him, however, his staff has treated me like a friend and that's all I need. As for pricing and policy, that's State Farm, not the agent. So I'll continue renewing with the belief I'm getting what I'm paying for.

Terrible agent with an even worse company! There company policy and overall rate hike of more than…read more10% on a homeownership policy with no claims due to inflationary costs of services, materials, etc. What a joke that Tye can't even speak to his customers who have been putting money in his pocket via residual insurance payments for over 10 years. Stay away and find a better rep who will fight for the needs of his customers and not just accept a blanket rate hike that takes more of your hard earned money.