Best decision I ever made was to trust KWM to do my investments/financial planning. A friend…read morereferred Ilya and raved about how happy she was with his expertise and knowledge, so I decided to check out KWM. He is truly wonderful, patient, and always willing and available to answer any questions I may have. He takes his time and explains everything to me and makes sure to break it down so I fully understand. I highly recommend using KWM for all your financial planning/needs, you won't regret it.

Given the current climate of our country I decided to finally get into investing and money…read moremanagement. Being that I am completely new to this I asked around and was referred to Kisin Wealth Management by a friend and I am so thankful I was! They are so patient with me and all my questions, did such a great job breaking down the game plan of where my money would go, how it would grow and what realistic expectations to have. They were honest, ethical and made me feel so comfortable in a world that is so unfamiliar to me.

Oh how the mighty have fallen. This was at one time the best firm to handle your money. The good…read moreold days are over. The customer service stinks nowadays. My mother passed away and left her money for her family. It was painful to deal with these zombies. Not a good experience sad to report.

I have a lot of money with Fidelity so I naively thought it might mean something in terms of…read moregetting an appointment with my advisor, but no. I had to go through an 800 number and the person told me it was a 3+ week wait. That is ridiculous. I emailed my advisor and he does not answer. He calls me when he wants something but I can't reach him directly when I need help. I never thought I would say this about Fidelity, but I agree with the previous review that said "the worse customer service."

A truly miserable experience. From the national level right down to the local level. How does…read moreSchwab stay in business?! At this point, I am pleased that the only thing that I've lost in this entire, albeit short-lived, experience with Schwab is some time and nothing else.

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.

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!

Called to get information about a tax return filling and the person over the phone was rude…read more Definitely wouldn't do business with someone if that's my first impression

This was not my first investment property. As the mortgage industry changes we are compelled to…read morere-evaluate our financing options. After talking with several hard money lenders and weighing my options, I decided to go with Ryan at Noble in Dallas. I felt so comfortable with Ryan that soon after we started the hard money project I approached him with another property that I wanted to refinance. This also went very well and was soon refinanced at a completive rate. As you evaluate financing options it's important to not decide only on cost but more importantly upon the capabilities of the financer and their ability to get you to closing. It's even better if you can find both in the same place. Contact Ryan to discuss your options.

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 can't say enough positive things about the McGowan Financial Group: their expertise and their…read moreconcern for all their clients, whether you open a billion dollar account or you simply have a low income stream that needs to be managed. My parents invested their retirement money with McGowan; my father was not a professional man, but a blue collar worker. Now that he is passed, McGowan looks after my mother's investments and is always ready to help her or answer any questions. Alex at McGowan's helped me set up a fund that was granted to me in a divorce settlement: a very small fund, but when I need his help (such as understanding how an IRA is affected by bankruptcy), he answered my questions and concerns immediately in a way I could understand. Yes, this investment firm like all others is seeking out the "big" investors, but they are just as conscientious in managing smaller accounts and providing solid advice and recommendations to their "common man" clients.

From the owner: McGowan Group Asset Management, Inc was founded in 2001 as a federally registered investment…read moreadvisory firm. Today, the McGowan Group manages over six hundred million in financial assets for individuals and businesses in Dallas, TX. We provide advice to individuals, trusts, estates or charitable organizations, pension and profit sharing plans, and corporations, limited liability companies and/or other business types. The McGowan Group helps clients build a diverse portfolio that achieves consistent cash flow for retirement, business growth and trusts. Work with a team of advisors, each specialized in an investment area. Learn more about our experienced team of certified investment management analysts and private wealth advisors.

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 attended the career building webinar on Zoom hosted for  Yelp Elite members. It's one thing to…read morewriteup a resume yourself and think its absolutely amazing, but to have his set of eyes and truly maximize my potential and bring it to life was a whole other thing. Tim was amazingly brilliant, dynamic in our call. He connected in a very real and warm way. He quickly got down to what the issues are that are holding back; asked pointed, honest and direct questions to help you uncover the reason. He helped me get very clear about next-steps in my current resume and then take steps in transforming my resume to a good one. Investing in taking time to talk to Tim was worth it. I highly HIGHLY recommend you go do it for YOURself!

This place is the real deal…read more I had the pleasure of scheduling a 1:1 resume review with YourNextJump's Tim Lo and had no idea what to expect from a call session, which is typically extra fluff just to fill up the airtime. I had sent in my linkedin profile as well as resume prior to the meeting so Tim had the time to review my profile. Right off the bat, Tim went straight into commenting on my resume, pointing out a few things that stood out to him. After inquiring about the type of jobs I was looking for, he then proceeded to make a few suggestions on how I can better present my resume while emailing me several resume samples and templates as guidance. I walked out of our first meeting feeling more supported than ever. I can see how job searching and resume updating can be a lonely, hard and long journey so it's great to have a service like Your next jump that can help you feel better on that road. Kind of like Job search therapy with tactical solutions. I highly recommend Tim's services to all jobseekers out there. He is empathetic, intelligent and to had a great sense of understanding of what I was hoping to get out of this and as a result, he more than delivered!

Working with Carter Bower. Very professional. Quick to respond. Goes over and above. Great…read morepresentation and explanation of the market. Have been with them for nearly a year. Very Happy with the service and knowledge. I think our money/investments are in very capable hands.

If you are looking for a reputable financial advisor this is a great company to work with.read more