Goodwin Commercial is my go-to for all of my and my clients needs for commercial real estate. Pam…read moreand her team are wonderful, and have the expertise and resources to deliver an incredible experience to anyone. Her particular areas of focus are pad sites, retail centers and professional offices. If you are considering hiring a Commercial RE expert in the DFW area, Pam Goodwin should be your first call.

From the owner: A local commercial real estate company with a national reputation. Goodwin Commercial specializes…read morein single tenant retail and restaurant development projects throughout Texas. A Texas broker who can find you the right space to lease or buy!

I met Tim, President of Lindus Advisors, through my mom has he is a regular at her restaurant…read more After my parents divorce, he was able to help me understand the complexity of my options when it came to my financial future. He put me at ease and was very honest on my options when the time comes. A nice guy with a great spirit!

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.

Craig Mills, my Edward Jones financial advisor, has far exceeded my expectations. I made the…read moreswitch to Craig after 25 years with another top financial institution and wish I had made the change sooner. His hands-on and goal focused approach to achieving my specific personal financial plan is refreshing. Craig is constantly educating himself on day to day market changes and financial news which could affect my portfolio and develops strategies based on those changes. He thoroughly explains every recommendation and ensures I am informed and happy with my investments. It's reassuring to know Craig has my back and always looks out for my best interest!

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.

Matt and his staff were AMAZING! Very knowledgeable about current market trends, super supportive,…read moreand the communication was on point. Highly recommend!

Matt is a great professional realtor I have ever worked with. He is calm, polite, patient and gets…read morethe work done! He listens to your needs and makes them happen! Thank you so much for your hard work Matt! I really appreciate taking care of my daughter. We are very happy to have met you. Your work and dedication gave us hope and realized that there are still people in this world like yourself to extend a helping hand! You rock!

Gloria and her team are the best. They are helpful every step of the way and really try to get you…read morethe best deal. We've had 2 transactions so far (2 house purchases) and I highly recommend her! We are just normal home buyers, not in the real estate business (I'm a doctor).

Very helpful and very responsive to questions. We ended up with Rocket Mortgage because they…read moreoffered a little better loan and we were previous Rocket Mortgage customers.

Purchased an annuity 6 years ago and my rider cost have gone up and accumulation vale has gone downread more

From the owner: From over a decade, Dallas Fort Worth Metroplex residents have tuned in to Cathy DeWitt Dunn and…read moreSafe Money Talk Radio for smart retirement income planning strategies and insight. Over the years, Cathy has helped thousands of individuals and families learn how to protect and grow retirement assets, create income that can't be outlived, and provide a financial legacy for future generations - all while eliminating stock market risk. Remember, Cathy is the go-to retirement planning and annuity expert in the Metroplex and beyond. When you're ready to make a move to help secure your retirement future, get it done with DeWitt & Dunn!

I invested with them many years ago due to their overly rosy cheerleading on their website and in…read moretheir updates. To date, instead of getting a return I have had to pay in 8% a year just to maintain the investment from bankruptcy and not lose it completely. Getting information and updates on my investment is a pain. The owner only comes in once a week. I've now lost over $40K. I would not recommend unless things turn around.

If you are looking for a company that is straightforward, knowledgeable, experienced, and…read moretrustworthy with a PROVEN TRACK RECORD.... this is HEATLEY CAPITAL!!