My wife and I had a pre-retirement financial check up with Keener Financial. We found that the…read moreservice, quality of information and recommendations were excellent. It is obvious that they know what they are doing, but are also able to communicate for all levels of financial understanding. We highly recommend their services.

My daughter interviewed several fee for service financial advisors and chose Jean and is very…read morepleased (she plans to retire before she is 50 with Jean's guidance). I, too, have used her services and she suggested that I shouldn't need to come back again until I actually retire....

Elisa helped me out and was extremely kind, efficient, and patient with a Senior Client of Schwab!!…read more I had an unusual technical problem with my on line account (caused by my lack of technical knowhow). While my problem was not in her immediate area of responsibility, she listened and went to work. Elisa fixed the 1st issue (on line account suspended) and then contacted another expert within Schwab that helped to find the source of other issues that led to my suspension. If Elisa had not listened and gone the extra miles to help me, I would have been suspended again as soon as I drove back home to Denton, TX. Jared Herbert is also to be commended for being very responsive to a phone call and especially for having a very qualified staff that cares about their clients. If I was not retired, I would have offered a job to Elisa. Her talent, caring attitude, and common sense are rare. I expect Schwab recognizes her abilities and she has a bright future ahead of her.

We had to replace our car on a trip we made to Dallas last week. We had planned on replacing the…read morecar later this year, but car problems en route made the transaction necessary earlier than planned. We located a replacement car on a Saturday and the dealership let us keep the new car as we would provide them payment from our account at Charles Schwab. On Monday, we went by Charles Schwab in Southlake to arrange the disbursement and met with our agent, Jake Bandy. Mr. Bandy called the dealership, acquired the wiring instructions, and facilitated the whole transaction. Mr. Bandy is a complete pro! He gave us copies of the wire and promised to contact us when it was complete. We returned to the dealership with the copies of the wire and the dealership gave us copies of all our car documents. Mr. Bandy called shortly thereafter and assured us the wire was sent. Everything is stress free when you deal with a great organization and Jake Bandy!

Stone Irey, has been my Financial Adviser since 2003. I have 100% faith in him to manage my money…read more He has done very well for me. I moved from Texas in 2013 and now live in Florida. I will keep Stone as my Financial Adviser until he retires and then I'll have my account moved to the local Edward Jones Adviser here in town.

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.

DO NOT file taxes or an LLC with Chandler Knowles. You will be wasting your money, In addition,…read moreif you have more than a 10 minute drive to their office, do not waste your time. A 40-minute trip to deliver documents cost me a 1 hour fee. Despite the owner being "too busy" to introduce herself, she charged me for "consultation" services. My consultation consisted of sitting alone in a conference room, introducing myself to her administrator, and handing over my files. Ruthless and no concern for you or your company.

I would not recommend this firm. The first year they did my return, they made a mistake and told…read moreme it was my responsibility to make sure the tax return is accurate when I got a notice from the IRS which has never happened to me in my adult life. Chandler did amend the return at no charge but advised me it was my responsibility to make sure the entire return is correct. I'm not a CPA which is why I paid them for their expertise. I chalked it up to a one time mistake, but the next year I went over the return page by page, line by line, and found multiple mistakes (since it's my responsibility according to them so I spent hour and hours reviewing every line item). Chandler had to modify the return at least 3 times and make many corrections before it could be submitted to the IRS. These were mistakes I found (not them). What is the point of hiring and paying a CPA to file my tax return if I need to learn all the tax laws to find their mistakes. I had to proofread all their work but their fee was never discounted for the countless hours I had to spent proofing the return and bringing errors to their attention. I even had to bring to their attention a typo transposing numbers, a mathematical error, as well as a major error whereas they reflected tax free funds as taxable funds. Needless to say I decided to find a new CPA going forward as I had no confidence in their ability to prepare my return accurately. Fortunately, I found a highly competent CPA that I am working with now and have been for several years. My new CPA even went back and found more mistakes (that I didn't know about as I'm not a CPA). I had to pay my new CPA to amend mistakes from their original work. I didn't even ask Chandler to amend the old return to fix their mistakes as did not want to have any further relationship with them as trust was gone and I moved on to another CPA who I paid to amend the return previously filed by Chandler. The people at Chandler are very nice people, but I just do not have confidence of the accuracy of my returns they prepared so I found a new CPA. I shouldn't have to have CPA knowledge to hire a CPA to complete my return. I provide my CPA with proper documentation and while I still review the return before it is submitted, I expect my CPA to prepare an accurate return. I do hope that things have changed for them as this was several years ago and hope they are doing a more thorough review of their work. I wish them the best of luck. I didn't even want to write this review as they were nice people but a friend of mine said it would be wrong not to write the review. In the end, I do hope these were just training issues that have since been resolved so this does not happen to anyone else.

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 recently contacted Jordan to help with my retirement plan and review my current portfolio. I was…read morevery scared about hiring a financial planner to manage my portfolio and was happy to find someone who could simply answer my questions and help with a plan. I was not yet ready to just turn everything over to someone I didn't know. Jordan was fantastic to work with and very reasonable on an hourly basis. He reviewed my portfolio and put together an action plan that helped me to feel secure in my plan to retirement. He answered all of my questions and helped ease my fears. I will definitely be using Jordan in the future and hope to build a long relationship.

From the owner: We specialize in Cash Flow Analysis, Retirement Planning, Investment Planning, Insurance Needs…read moreAnalysis, College Education Planning, Small Business Planning and Estate Plan Analysis.